Trent Heckman
Trent Heckman is a registered investment advisor at Integrated Wealth Solutions, LLC, based in Camp Hill, PA, with 12 years of industry experience. Trent 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, High Net Worth, and 4 more. Their firm serves 223 clients with $53M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.45% |
Fees are negotiable.
Fee Estimator
Location
150 Corporate Center Drive, Suite 203, Camp Hill, PA, 17011
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Trent is a registered representative with Cape Securities, Inc. and spends about 10% of his time on insurance sales. Trent also owns and is president of TH Real Estate Management LLC, managing two rental units.
Employment History
Current Registrations
Integrated Wealth Solutions, LLC
Previous Registrations
Terra Wealth
Cape Securities INC.Broker
PFS Investments INC.Broker
State Registrations1 state
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.