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Detailed Report
Brandon R Heckert
BRANDON RICK HECKERT
CRD#: 6095040
IA
Investment Adviser
B
Broker
ASSUREDPARTNERS INVESTMENT ADVISORSCRD#: 309550 Nashville, TN
PRIVATE CLIENT SERVICES, LLCCRD#: 120222 9627 Wall St
Nashville, IL 62263
Registration History
2015201620172018201920202021202220232024202520262 FIRMS2017 - 2024 (7 years)2 FIRMS2024 - Present (<1 year)BCOUNTRY CAPITAL MANAGEMENT COMPANY (CRD# 12060)2015 - 2017 (1 year)
License(s)

State Registrations

B
Arizona 7/31/2024
B
Montana 7/31/2024
B
Arkansas 7/31/2024
B
New Mexico 7/31/2024
B
California 7/31/2024
B
New York 7/31/2024
B
Colorado 7/31/2024
B
North Carolina 7/31/2024
B
District of Columbia 7/31/2024
B
North Dakota 7/31/2024
B
Florida 7/31/2024
B
Ohio 7/31/2024
B
Georgia 7/31/2024
B
Oregon 7/31/2024
B
Idaho 7/31/2024
B
Pennsylvania 7/31/2024
IA
Illinois 5/29/2024
B
South Carolina 7/31/2024
B
Illinois 7/31/2024
B
South Dakota 7/31/2024
B
Indiana 7/31/2024
IA
Tennessee 5/29/2024
B
Iowa 7/31/2024
B
Tennessee 7/31/2024
B
Kentucky 7/31/2024
IA
Texas 5/29/2024
B
Maryland 7/31/2024
B
Texas 7/31/2024
B
Massachusetts 7/31/2024
B
Utah 7/31/2024
B
Michigan 7/31/2024
B
Virginia 7/31/2024
B
Minnesota 7/31/2024
B
Washington 7/31/2024
B
Mississippi 7/31/2024
B
West Virginia 7/31/2024
B
Missouri 7/31/2024
B
Wisconsin 7/31/2024

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
ASSUREDPARTNERS INVESTMENT ADVISORS (CRD#:309550)
Nashville, TN
Registered with this firm since 5/29/2024
B
PRIVATE CLIENT SERVICES, LLC (CRD#:120222)
9627 Wall St, Nashville, IL 62263
One Parker Place, Ste 495, Janesville, WI 53545
Registered with this firm since 7/31/2024
Previous Registration(s)
th hidden textth hidden textNameLocation
IA
 05/01/2017 - 06/04/2024 KESTRA ADVISORY SERVICES, LLC (CRD#:283330) NASHVILLE, IL
B
 02/15/2017 - 06/04/2024 KESTRA INVESTMENT SERVICES, LLC (CRD#:42046) NASHVILLE, IL
B
 06/22/2015 - 01/10/2017 COUNTRY CAPITAL MANAGEMENT COMPANY (CRD#:12060) BLOOMINGTON, IL
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.