| Advisor Profile |
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| Name: |
John Heeckt |
| Phone Number: |
(866) 922-9487 |
| Website: |
Visit Website
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Business Description |
| We create strategies to help our clients enjoy financial security throughout their lifetimes, whatever the duration, and whatever contingencies arise, and to gain a bit of mortality through their bequests to their family or favorite causes. |
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General Information |
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| Years of Experience in Financial Services: |
25
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Education |
| Academic Background |
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Bachelor of Arts degree - University of Nebraska (1959)
MEd - University of Nebraska (1964)
Various post graduate programs at University of New Hampshire & Rutgers University. |
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Services |
| Investment Types: |
Stocks Mutual Funds, Bonds, Stocks, Annuities, Alternative Investments, Bond Mutual Funds, Real Estate
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Chartered Financial Consultant, Series 63, Insurance License (Life & Health; Long Term Care; Specify below), Series 7, Registered Investment Advisor (RIA) (State or SEC) or RIA representative, Series 6
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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| Assets Managed by Firm: |
Yes
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Compensation & Fees |
| Fee % Based on Assets: |
1.4
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| Additional Details on Charges: |
Basic plan & analysis $500 less fees &
commissions
Other planning & advice $150 per hour, less fees & commissions
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| Prepared By: |
John Heeckt |
Frequently Asked Questions |
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