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ChFC
BH
ChFC

Brian Heckert

Private Client Services, LLC
40 Years of Experience
Nashville, IL
1 DisclosureBroker
View SEC Summary
View SEC Summary

Brian Heckert is a ChFC-designated registered investment advisor at Private Client Services, LLC, based in Nashville, IL, with 40 years of industry experience. Brian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 8,765 clients with $1.4B in assets under management.

Private Client Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
679 advisors
Number of Clients
8,765 clients
Average Client Portfolio
$158K average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K - $1000K1.50%
$1M+1.25%

Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

9627 Wall Street, Nashville, IL, 62263

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2026
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

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
July 2024 - Present · 2 yrs 3 mos
Private Client Services, LLCBroker
July 2024 - Present · 2 yrs 3 mos
Previous Registrations
Kestra Advisory Services, LLC
April 2016 - August 2024 · 8 yrs 4 mos
NFP Advisor Services, LLC
July 2006 - September 2016 · 10 yrs 2 mos
Kestra Investment Services, LLCBroker
May 2006 - August 2024 · 18 yrs 3 mos
MML Investors Services, INC.
September 2001 - May 2006 · 4 yrs 8 mos
MML Investors Services, INC.Broker
June 2001 - May 2006 · 4 yrs 11 mos
Walnut Street Securities, INC.Broker
January 1990 - July 2001 · 11 yrs 6 mos
Mariner Financial Services, INC.Broker
November 1989 - January 1990 · 2 mos
Berachah Securities CorporationBroker
February 1987 - November 1989 · 2 yrs 9 mos
Historic Square Equities, IncorporatedBroker
February 1986 - November 1987 · 1 yr 9 mos
State Registrations36 states
ARAZCACODCFLGAIAIDILINKSKYMAMDMIMNMOMSMTNCNDNMNYOHORPASCSDTNTXUTVAWAWIWV
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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