Unclaimed Profile

Benjamin Allen Heckart

IEA WEALTH MANAGEMENT LLC·ANKENY, Iowa

Series 6, Series 7, Series 63, Series 66Clean record19 years registeredIEA WEALTH MANAGEMENT LLC

510 SW 3RD STREET, ANKENY, IA 50023CRD# 1713069Firm CRD# 152566

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Benjamin Allen Heckart · ANKENY, IA

Registration

CRD #1713069 · IEA WEALTH MANAGEMENT LLC · 19 years registered

Brand Profile

Not yet started

Career History

RIA ADVISORY GROUP, LLC

Feb 2010 – present

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Oct 2008 – Apr 2010

DANVILLE, IA

LPL FINANCIAL CORPORATION

Sep 2006 – Oct 2008

DANVILLE, IA

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 66

Registration record

First registered · September 12, 2006

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RIA ADVISORY GROUP, LLC

CRD 152566 · SEC 801-117837

AUM

$399M

Regulatory assets under management

Employees

2,799 client accounts

Services offered by RIA ADVISORY GROUP, LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at RIA ADVISORY GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Benjamin Allen Heckart offer?

Benjamin Allen Heckart specializes in Investment Management, Fee-Only Advisory. Contact their office in ANKENY, Iowa for a consultation.

What are Benjamin Allen Heckart's credentials?

Benjamin Allen Heckart is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Benjamin Allen Heckart located?

Benjamin Allen Heckart is based in ANKENY, Iowa, working with IEA WEALTH MANAGEMENT LLC. Their office serves clients in the ANKENY metropolitan area and surrounding communities.

How does Benjamin Allen Heckart charge for services?

Benjamin Allen Heckart's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is IEA WEALTH MANAGEMENT LLC?

IEA WEALTH MANAGEMENT LLC has approximately 24 employees and manages $399M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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