Stuart Joseph Heckman

Employer firm

No Coast Financial Group CRD 324971

$10.8M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• RETIREMENT PLAN MANAGEMENT AND CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2014 → 08/2023
  Kansas State University
  Manhattan, KS
• 06/2016 → 01/2020
  Cgn Advisors, Llc
  Manhattan, KS
• 12/2019 → 12/2022
  Garrett Investment Advisors, Llc
  Manhattan, KS
• 12/2022 → Present
  No Coast Financial Group, Llc
  Manhattan, KS
• 06/2023 → Present
  Texas Tech University
  Lubbock, TX
• 01/2025 → Present
  Heckman Research Consulting, Llc
  Manhattan, KS

Previous Registrations

• 2019-12-13 → 2022-12-31
  Cgn Advisors, Llc
  Manhattan, KS
• 2016-06-29 → 2020-01-31
  Cgn Advisors, Llc
  Manhattan, KS

Other Businesses

1.) Stuart Heckman is an Associate Professor of Practice at Texas Tech University. He devotes approximately 60% of his time to this activity during trading hours. 2.) Heckman Research Consulting, LLC; Not Investment Related; Manhattan, KS; Owner; Start Date 01/2025; Approx. 20 hours/month with no hours during trading hours

Designations

• Certified Financial Planner

Other Names

• Stuart J Heckman