Brandon HeckertCRD Number: 6095040
Current Firm: Kestra Advisory Services, LLC
Brandon Heckert (CRD# 6095040) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Nashville, IL and has over 6 years of experience in the finance industry. Brandon Heckert has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Benjamin F. Edwards & Company, Incorporated
Kestra Advisory Services, LLC
Eagle Strategies LLC
|Kestra Investment Services, LLC||Nashville, IL||Jan 2017 - Current||5|
|Kestra Advisory Services, LLC||Nashville, IL||Jan 2017 - Current||5|
|Country Capital Management Company||Bloomington, IL||May 2015 - Dec 2016||1|
|Illinois State University||Normal, IL||Aug 2012 - May 2015||2|
|Hoopis Financial Group||Chicago, IL||May 2014 - Dec 2014||< 1|
|Bh Lawn Care||Nashville, IL||Apr 2006 - Aug 2013||7|
|Financial Solutions Midwest||Nashville, IL||May 2012 - Jul 2013||1|
|Nashville High School||Nashville, IL||Aug 2008 - May 2012||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2015|
|S65||NASAA Investment Advisors Law Examination||Apr 2017|
Total Assets Under Management34,791MILLIONS
Total Number of Accounts110,060ACCOUNTS
Average Account Value$316,110
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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