Brian Dee Heckert

Current Employers

Employment History

• 04/1985 → Present
  Brian Heckert
  Okawville, IL
• 04/2016 → 07/2024
  Kestra Investment Services, Llc.
  Austin, TX
• 04/2016 → 07/2024
  Kestra Advisory Services, Llc.
  Nashville, IL
• 07/2024 → Present
  Private Client Services
  Nashville, IL

Previous Registrations

• 2016-04-25 → 2024-08-02
  Kestra Advisory Services, Llc
  Nashville, IL
  Janesville, WI
  Austin, TX
  Eagle, ID
  Lexington, KY
  Clarksville, TN
  Eagle, ID
  Lexington, KY
• 2006-07-26 → 2016-09-22
  Kestra Investment Services, Llc
  Janesville, WI
  Nashville, IL
  Nashville, IL
  Peoria, IL
  Carlinville, IL
  Springfield, IL
  Carterville, IL
  Eagle, ID
  Lexington, KY
  Clarksville, TN
• 2001-09-25 → 2006-05-12
  Mml Investors Services, Llc
  Peoria, IL
  Nashville, IL
  Nashville, IL

Other Businesses

1) Assured Partners Investment Advisor, LLC. 9627 Wall St, Nashville, IL 62263. Registered Investment Advisor. Advisor, Managing director. 120 hrs/mo; 120 during trading hrs. Investment related. 2) BD Storage, LLC. 9627 Wall St, Nashville, IL 62263. Real Estate. President. 2 hrs/mo; 0 during trading hrs. Not investment related. 3) Benefits Plus DBA. 2424 Harrodsburg Rd, Suite 207, Lexington, KY 40503. TPA for qualified plans. Advisor, technical expert. 8 hrs/mo; 8 during trading hrs. Investment related. 4) Brian Heckert Speaking. 9627 Wall St, Nashville, IL 62263. International speaking. 3 hrs/mo; 3 during trading hrs. Not investment related. 5) FSM Wealth. 9627 Wall St, Nashville, IL 62263. Wealth Management. Managing director. 120 hrs/mo; 120 during trading hrs. Investment related. 6) Heckert Development, LLC. 9627 Wall St, Nashville, IL 62263. Farm. President. 4 hrs/mo; 0 during trading hrs. Not investment related. 7) AssuredPartners Investment Advisors, LLC. 4600 West Cypress Street, Suite 405, Tampa, FL 33607. RIA. 180 hrs/mo; 100 during trading hrs. 8) North Nashville, Inc. 9627 Wall St, Nashville, IL 62263. Farm President. 4 hrs/mo; 0 during trading hrs. Not investment related. 9) Top Producers Int, LLC. 1300 S Prairie Ave, Fairmont, MN 56031. Mentoring/Coaching/Annual meeting retreat for advisors and vendors. Partner and speaker. 3 hrs/mo; 3 during trading hrs. Not investment related. 10) Ultimate Advisor Coaching, LLC. 9627 Wall St, Nashville, IL 62263. Mentoring/Coaching organization. Speaking. 3 hrs/mo; 3 during trading hrs. Not investment related. 11) Work x Retire, LLC FKA-FSM Holdings. 9627 Wall St, Nashville, IL 62263. Real estate. President. 4 hrs/mo; 0 during trading hrs. Not investment related.

Exams

• S63 Uniform Securities Agent State Law Examination
  1991-11-01

Designations