Adviser and broker representative · Assuredpartners Investment Advisors
Brandon R. Heckert
CRD 6095040 · Nashville, TN
At a glance
Brandon R. Heckert is an investment adviser representative with Assuredpartners Investment Advisors in Nashville, TN, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Brandon’s SEC record dates to 2017, about 9 years ago. Brandon is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firm
- Assuredpartners Investment AdvisorsSince May 2024Nashville, TN · $3.9B in regulatory assets
SEC adviser record
- Registered since
- 2017 (9 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 65
- Registered in
- 3 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Brandon’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Assuredpartners Investment Advisors
- Leo D. BarczewskiNashville
- Ned M. Burns Jr.Nashville · Certified Financial Planner
- Brian D. HeckertNashville · Chartered Financial Consultant
- Kyler W. KlingenbergNashville
- Mason J. MeyerNashville
- Troy PedtkeNashville
- Justin C. AuldsEagle
- William E. BarczewskiLexington
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