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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)10 years in industry

Blaise Tyler Heckman

Advisor at CAPTRUST

Leawood, KS

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Search this name across graphsid dfx:ria:0aac60ec-e1ec-1316-f4f0-ee8ed1c6a98f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:46 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Feb 9, 2016 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CAPTRUST
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 1, 2015earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Feb 8, 2016
First registration: Feb 9, 2016
Dual registered: yes, broker-dealer
Other names: Blaise Heckman|BLAISE T HECKMAN
IAPD individual key: 6488813

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
Captrust	Institutional manager	Aug 22, 2022	n/a	yes	Leawood, KS	Current employment
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	Bd affiliated wealth	Aug 10, 2020	Aug 15, 2022	no	St. Joseph, MO\|St. Joseph, MO\|ST. LOUIS, MO\|MINNEAPOLIS, MN\|MINNEAPOLIS, MN	Previous registration
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Nov 8, 2018	Mar 4, 2020	no	Kansas City, MO	Previous registration
EDWARD JONES	National bd RIA	Feb 9, 2016	Sep 11, 2018	no	Kansas City, MO\|ST LOUIS, MO\|KANSAS CITY, MO\|Maryville, MO\|Maryland Heights, MO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	Captrust	Aug 15, 2022	Aug 22, 2022	7	Firm change	Other
MML INVESTORS SERVICES, LLC	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	Mar 4, 2020	Aug 10, 2020	159	Firm change	Ibd to ibd
EDWARD JONES	MML INVESTORS SERVICES, LLC	Sep 11, 2018	Nov 8, 2018	58	Firm change	Ibd to ibd

Relationships

Registered with (4)

→ CAPTRUSTRegistered adviserregistration: current employment
Aug 22, 2022 to presentfactForm ADV
→ CLIFTONLARSONALLEN WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Aug 10, 2020 to Aug 15, 2022factForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
Nov 8, 2018 to Mar 4, 2020factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Feb 9, 2016 to Sep 11, 2018factForm ADV

Dated events

Occurred
Aug 15, 2022
Advisor changed firm
Blaise Tyler Heckman left Cliftonlarsonallen Wealth Advisors, Llc for Captrust (registered 2022-08-22)
Form ADVobserved 5 days ago