Blaise Heckman is a CFP-designated registered investment advisor, based in Leawood, KS, with 9 years of industry experience.
Location
4200 W 115th Street, Suite 210, Leawood, KS, 66211
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Capfinancial Securities, LLC.Broker
August 2022 - Present · 3 yrs 9 mos
Captrust
August 2022 - Present · 3 yrs 9 mos
Previous Registrations
Cliftonlarsonallen Wealth Advisors, LLC
August 2020 - August 2022 · 2 yrs
Cliftonlarsonallen Wealth Advisors, LLCBroker
August 2020 - August 2022 · 2 yrs
MML Investors Services, LLC
November 2018 - March 2020 · 1 yr 4 mos
MML Investors Services, LLCBroker
September 2018 - March 2020 · 1 yr 6 mos
Edward Jones
February 2016 - September 2018 · 2 yrs 7 mos
Edward JonesBroker
January 2016 - September 2018 · 2 yrs 8 mos
State Registrations2 states
KSMO
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.