Brian Heckert is a ChFC-designated registered investment advisor at Assuredpartners Investment Advisors, based in Nashville, IL, with 40 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 2,159 clients with $3.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
APIA's fee for managing your investments is a percentage of the value of your portfolio. This fee is negotiable, with a maximum of 2.5% per year. The exact percentage depends on the size of your portfolio, your household, the complexity of the advice, and the scope of the relationship. If APIA uses third-party investment advisors, the total fee is shared between APIA and the third-party advisor.
Location
9627 Wall Street, Nashville, IL, 62263
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brian is involved in several business activities, including roles as an advisor and managing director for Assured Partners Investment Advisor, LLC and FSM Wealth, dedicating a significant amount of time to these investment-related activities. He also holds president positions in real estate and farming ventures, along with speaking and coaching roles.
Employment History
Current Registrations
Assuredpartners Investment Advisors
Private Client Services, LLCBroker
Previous Registrations
Kestra Advisory Services, LLC
NFP Advisor Services, LLC
Kestra Investment Services, LLCBroker
MML Investors Services, INC.
MML Investors Services, INC.Broker
Walnut Street Securities, INC.Broker
Mariner Financial Services, INC.Broker
Berachah Securities CorporationBroker
Historic Square Equities, IncorporatedBroker
State Registrations36 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.