Brian William Atkins
Investment adviser representative at Heritage Strategic Wealth, LLC
19 yearsExperience
1 stateRegistered in
$45.7MFirm assets
1 yearFirm in business
Are you Brian William Atkins? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Heritage Strategic Wealth, LLCSep 2025 to now
- Significant Wealth Partners LLCJan 2018 to now
- Atkins & AssociatesDec 2007 to now
- Wealth Builder Funds LLCDec 2023 to Apr 2026
- Kingsview Asset ManagmentFeb 2014 to Nov 2017
- Essence CapitalNov 2007 to Jan 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (IL).
Heritage Strategic Wealth, LLC
$45.7MAssets managed
27Clients
1Advisers
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
- 6100366
- Firm CRD
- 338025