Trent Thomas Heckman

Employer firm

Integrated Wealth Solutions, LLC CRD 334422

$114M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars

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

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

Current Employers

Employment History

• 03/2014 → 09/2022
  Pfs Investments Inc.
  Harrisburg, PA
• 08/2013 → 09/2022
  Primerica Financial Services
  Harrisburg, PA
• 09/2022 → 12/2025
  Cape Securities, Inc.
  Mcdonough, GA
• 09/2022 → 03/2025
  Terra Wealth Management, Llc
  Harrisburg, PA
• 03/2025 → Present
  Integrated Wealth Solutions, Llc
  Harrisburg, PA

Previous Registrations

• 2023-05-09 → 2025-04-16
  Terra Wealth
  Harrisburg, PA
  High Point, NC

Other Businesses

1) INSURANCE SALES; SAME ADDRESS; INVESTMENT RELATED; APPX 10% OF TIME DURING THE MONTH. 2) TH REAL ESTATE MANAGEMENT LLC, OWNER AND PRESIDENT SINCE 2006, 2 RENTAL UNITS WITH RESPONSIBILITIES OF LANDLORD DUTIES. INVESTMENT RELATED.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-04-28
• S63 Uniform Securities Agent State Law Examination
  2014-03-28