Heckman Financial & Insurance Services, Inc.

CRD 111549 · San Jose, CA · $116.4M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 111549
SEC number: 801-132732
Firm type: RIA
Assets under management: $116.4M as of May 18, 2026
Website: www.worrylesswealth.com ↗
Phone: 408-297-9800
Address: 333 W Santa Clara St, San Jose, CA, 95113-1125

Advisors at this firm

5 in our index · page 1 of 1

Roger Lee GainerCRD 1921135 · San Rafael, CA

IA Registered
Eric Ray HeckmanCRD 2220911 · San Jose, CA

IA Registered
Kevin Ray McclellandCRD 5446055 · Cupertino, CA

IA Registered
William John SmithersCRD 2047541 · San Jose, CA

IA Registered
Harpal SanghaCRD 8228007 · San Jose, CA

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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