Brandon R Heckert

Current Employers

Employment History

• 05/2015 → 12/2016
  Country Capital Management Company
  Bloomington, IL
• 01/2017 → 06/2024
  Kestra Investment Services, Llc.
  Nashville, IL
• 02/2017 → 06/2024
  Kestra Advisory Services, Llc.
  Nashville, IL
• 05/2024 → Present
  Assuredpartners Investment Advisors
  Tampa, FL
• 07/2024 → Present
  Private Client Services
  Nashville, IL

Previous Registrations

• 2017-05-01 → 2024-06-04
  Kestra Advisory Services, Llc
  Nashville, IL
  Austin, TX
  Lexington, KY
  Eagle, ID
  Janesville, WI
  Lexington, KY
  Nashville, TN

Other Businesses

1) Benefits Plus. 2424 Harrodsburg Rd, Suite 207, Lexington-Fayette, KY 40503. TPA business conducted under DBA for Assured Partners Investment Advisors. Employee. 10 hrs/mo; 10 during trading hrs. Not investment related. 2) FSM Wealth, Inc. Financial planning business conducted under DBA for Assured Partners Investment Advisors. Advisor. 160 hrs/mo; 130 during trading hrs. Not investment related. 3) FSM Benefits. 2424 Harrodsburg Rd Suite 207, Lexington-Fayette, KY 40503. TPA business conducted under DBA for Assured Partners Investment Advisors. Employee. 10 hrs/mo; 10 during trading hrs. Not investment related. 4) Heckert Development, LLC. 9627 Wall St. Nashville IL 62262. Development company. Owner. 1 hr/mo; 1 during trading hrs. Not investment related. 5) AssuredPartners Investment Advisors, LLC. 4600 West Cypress Street, Suite 405 Tampa, FL 3360. RIA. 160 hrs/mo; 130 during trading hrs. 6) MDRT. 325 West Touhy Ave, Park Ridge IL. independent association of financial services professionals and insurance brokers. Member. 10 hrs/mo; 10 during trading hrs. Not investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-04-27
• S63 Uniform Securities Agent State Law Examination
  2015-07-10

Designations

Other Names

• Brandon Rick Heckert