Kevin Ray Mcclelland
Investment adviser representative at Heckman Financial & Insurance Services, Inc.
16 yearsExperience
1 stateRegistered in
$116.4MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- Heckman Financial & Insurance Services, Inc.Mar 2026 to now
- Silicon Valley Small Business Dev CenterJan 2014 to now
- Heckman Financial & Insurance Services, Inc.Mar 2011 to Dec 2025
- Leeward Financial & Insurance ServicesApr 2010 to Mar 2026
Exams passed
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (CA).
Heckman Financial & Insurance Services, Inc.
$116.4MAssets managed
305Clients
5Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5446055
- Firm CRD
- 111549