Blaise Tyler Heckman
Investment adviser representative at Captrust
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.2TFirm assets
Are you Blaise Tyler Heckman? 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 assetsHourlyFixed or flat feePerformance-based
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
11 years in the industry.
- CaptrustAug 2022 to now
- Capfinancial Partners, LLC (captrust)Aug 2022 to now
- Capfinancial Securities, LLCAug 2022 to now
- Cliftonlarsonallen Wealth Advisors, LLCAug 2020 to Aug 2022
- UnemployedMar 2020 to Jul 2020
- Massmutual OklahomaSep 2018 to Mar 2020
- MML Investors Services, LLCSep 2018 to Mar 2020
- Edward JonesDec 2015 to Sep 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (KS, MO).
Captrust
Legal name: Capfinancial Partners, LLC
$1.2TAssets managed
41,750Clients
951Advisers
23 yearsIn 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
- 6488813
- Firm CRD
- 175112