Blaise
Heckman
Captrust
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About this Advisor
Blaise Heckman is a certified financial planner operating in Kansas City, Missouri with 1 year of relevant experience. Heckman is currently employed by Captrust. Heckman has gained experience at Edward Jones, Watkins True Value Hardware, Hyvee, Dick'S Sporting Goods, Nodaway Vet, Nick Francis Carpentry, Massmutual Oklahoma, Mml Investors Services, LLC, Cliftonlarsonallen Wealth Advisors, LLC, Capfinancial Partners, LLC (Captrust) and Capfinancial Securities, LLC. Heckman holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Missouri. Captrust is an advisory company headquartered in Raleigh, NC. The investment advisory business has offices in 69 locations and a total of 1,338 advisors. It controls $715 billion in assets across its 76,254 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm advises 136 charitable organizations. Of its 76,254 accounts, 33% are held by high-net-worth clients who have greater than $1 million in investable assets. The business provides a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and publication of newsletters. Financial management fee schedules depend on which services are offered. However, fees charged by Captrust most likely include asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Captrust Brokerage Details
$714,587,898,072
1,338
76,254
$9,371,153
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
Blaise Heckman Work History
Blaise has been registered as a financial advisor for 1 years.*
Capfinancial Partners, LLC (Captrust)
Capfinancial Securities, LLC
Cliftonlarsonallen Wealth Advisors, LLC
Massmutual Oklahoma
Mml Investors Services, LLC
Edward Jones
Edward Jones
Hyvee
Dick'S Sporting Goods
Nodaway Vet
Nick Francis Carpentry
Watkins True Value Hardware
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Blaise Heckman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Captrust
Raleigh, NC
Marietta, GA
Raleigh, NC
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Brentwood, TN
Bethlehem, PA
Sacramento, CA
Raleigh, NC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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