Brandon Heckert, CFP®, AAMS in

Brandon Heckert, CFP®, AAMS

Critic · DISC type C
Financial Advisor, Partner at FSM Wealth, Inc.
📍 Greater St. Louis, United States

Brandon Heckert is a Partner and Financial Advisor at FSM Wealth, where he holds the CERTIFIED FINANCIAL PLANNER™ and Accredited Asset Management Specialist℠ designations. An alumnus of Illinois State University, he focuses on creating structured plans by evaluating his clients complete financial profiles. He is also a member of the Million Dollar Round Table (MDRT).

Originally from Nashville, Illinois, Brandon now resides in Troy, Illinois with his wife and their three children. Outside of work, he is an avid sports fan who enjoys being outdoors and spending quality time with his family.

He has been published in InsuranceNewsNet, offering his professional perspective on the risks associated with acting on unverified online financial advice.

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Experience
12 Years
Current Role
Financial Advisor, Partner
Location
Greater St. Louis, United States
Personality Overview

How Brandon shows up

Information Seeker
Precise
Critic

They like to take decisions independently and do not seek others' support often. It is very likely that they will negotiate pricing or other important terms. Unless the value is proven by data, they are unlikely to value fancy features.

Priorities

Topics Brandon cares about

Financial Literacy
Authored an article for InsuranceNewsNet cautioning against relying solely on online sources for financial advice, highlighting the importance of professional guidance.
Advisor Development
Actively promotes professional growth and building sustainable practices through his involvement with the Million Dollar Round Table (MDRT) Academy.
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Career

Work history

12-2021
Financial Advisor, Partner
FSM Wealth, Inc.
1-2017 - 12-2021
Financial Advisor
FSM Wealth, Inc.
5-2015 - 12-2016
Financial Advice Specialist
COUNTRY Financial®
5-2014 - 12-2014
Financial Representative Intern
MassMutual Agency: Hoopis Financial Group, LLC
11-2011 - 7-2012
Tree planter/trimmer
Alfeldt's Christmas Tree Farm
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2012 - 2015
Bachelor's degree
Illinois State University
Education details unavailable
Kaskaskia College
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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