Ryan Theodore Heck
Investment adviser representative at Kestra Advisory Services, LLC
14 yearsExperience
2 statesRegistered in
$79.8BFirm assets
27 yearsFirm 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
Experience
14 years in the industry.
- Kestra Advisory Services, LLCNov 2025 to now
- Kestra Investment Services, LLCNov 2025 to now
- Fullerton Financial PlanningDec 2024 to Sep 2025
- Kingdom Financial GroupDec 2024 to Sep 2025
- Morgan StanleyMar 2024 to Nov 2024
- Northwestern MutualJul 2023 to Dec 2023
- La FitnessMay 2023 to Aug 2023
- Jim Click Automotive GroupSep 2022 to Apr 2023
- Parafinczuk Wolf, P.A.Jun 2021 to Sep 2021
- Dicks Sporting GoodsMar 2021 to Jun 2021
- Tucson RoadrunnersJan 2021 to Mar 2022
- University of ArizonaAug 2020 to May 2025
- UnemployedSep 2019 to Aug 2020
- Phil Long Ford DenverMay 2019 to Aug 2019
- UnemployedJun 2018 to Apr 2019
- Bachus and Schanker LLCMay 2017 to Aug 2017
- Cherry Creek School DistrictAug 2012 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Kestra Advisory Services, LLC
$79.8BAssets managed
117,403Clients
1,473Advisers
27 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
- 7787455
- Firm CRD
- 283330