Brian Heckert, financial advisor Nashville IL
96 score

Brian Heckert

CRD Number: 1434160
Current Firm: Kestra Advisory Services, LLC

Brian Heckert (CRD# 1434160) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Nashville, IL and has over 26 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Kestra Financial Services, Inc. Austin, TX Apr 2016 - Current 2
Brian Heckert Okawville, IL Apr 1985 - Current 33
Nfp Securities,inc. Nashville, IL May 2006 - Apr 2016 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1991
Contact Info for Brian D. Heckert
Phone Number: 7374437101
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    16,009
    MILLIONS
  • Total Number of Accounts
    63,471
    ACCOUNTS
  • Average Account Value
    $252,225
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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