Brandon R Heckert
Investment Adviser Representative at Assuredpartners Investment Advisors
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Brandon R. Heckert is an investment adviser representative with Assuredpartners Investment Advisors in Nashville, TN, where they have been registered since 2024. They have worked in the securities industry since 2015 and were previously registered with Kestra Advisory Services, LLC. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Illinois, Tennessee, and Texas.
Registrations & licenses
- Investment adviser:
- Illinois, Tennessee, Texas
- Broker:
35 states and territories
Arizona, Arkansas, California, Colorado, District of Columbia, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, New Mexico, New York, North Carolina, North Dakota, Ohio, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, West Virginia, Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Country Capital Management CompanyMay 2015 – Dec 2016Bloomington, IL
- Kestra Investment Services, LLC.Jan 2017 – Jun 2024Nashville, IL
- Kestra Advisory Services, LLC.Feb 2017 – Jun 2024Nashville, IL
- AssuredPartners Investment AdvisorsMay 2024 – no end date reportedTampa, FL
- Private Client ServicesJul 2024 – no end date reportedNashville, IL
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Assuredpartners Investment Advisors
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
For businesses: retirement plans, fiduciary support, plan design, and investment analysis. For individuals: retirement accounts, wealth management, life insurance, and college savings. Additional services include compliance consultation, investment consulting, plan and fee benchmarking, investment policy statement preparation, participant education, and vendor relationship management.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 33
- Offices listed on AdvisorFinder:
- 14
- Main office:
- Tampa, FL
- SEC file number:
- 801-117771
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 30, 2026
View full firm profileOther advisors at Assuredpartners Investment Advisors
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brandon R Heckert has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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