Michael Brian Heckert

Current Employers

Employment History

• 03/2019 → 06/2024
  Kestra Investment Services, Llc.
  Janesville, WI
• 04/2012 → 02/2018
  Denham Blythe Co. Inc.
  Lexington, KY
• 02/2018 → 06/2024
  Kestra Advisory Services, Llc.
  Janesville, WI
• 06/2024 → Present
  Assuredpartners Investment Advisors
  Tampa, FL
• 07/2024 → Present
  Private Client Services
  Lexington, KY

Previous Registrations

• 2019-03-27 → 2024-06-11
  Kestra Advisory Services, Llc
  Janesville, WI
  Austin, TX
  Lexington, KY
  Nashville, IL
  Eagle, ID
  Lexington, KY

Other Businesses

1) Benefits Plus. 2424 Harrodsburg Rd, Suite 207, Lexington-Fayette, KY 40503. Third Party Administration of qualified Retirment plans conducted under DBA for Assured Partners Investment Advisors. Employee-marketing, book keeping. 10 hrs/mo; 10 during trading hrs. Not investment related. 2) FSM Wealth, Inc. 2424 Harrodsburg Rd, Suite 207, Lexington-Fayette, KY 40503. 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. Third Party Administration of qualified Retirment plans conducted under DBA for Assured Partners Investment Advisors. Employee-marketing, book keeping. 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) MDRT. 325 West Touhy Ave, Park Ridge, IL. Independent association of financial services professionals and insurance brokers. Member, volunteer. 10 hrs/mo; 10 during trading hrs. Not investment related.

Exams

• S66 Uniform Combined State Law Examination
  2019-03-22