Jeremy Heckman M.S., CFP, AFC
Minneapolis,MN
Summary
Dynamic Client Director with over 20 years of experience in client relationship management, strategic planning, and team leadership. Proven ability to foster relationships and guide initiatives, driving organizational growth and client satisfaction.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Client Director and Shareholder
Accredited Investors
Edina, Minnesota
01.2006 - 03.2025
- Fostered client relationships through strategic opportunities with a focus on relational values
- Led management of strategic planning with external advisors and internal subject matter experts
- Guided hiring initiatives and selection of new hires
Retirement Distribution Consultant
Wells Fargo
Roseville, Minnesota
04.2002 - 12.2005
- Advise clients on distribution options from employer sponsored retirement plans
- Educate clients on taxation of retirement accounts
- Obtained Series 6 & 63 licenses
Account Executive
Ameriquest Mortgage
Arden Hills , MN
06.2001 - 04.2002
- Originated primary mortgage loans
- Facilitated communication among appraisers, title representatives, and closing companies
- Awarded account executive of the month
Education
Bachelor of Arts - Business Management
University of St. Thomas
Saint Paul, MN07-2023
Master of Science - Personal Financial Planning
Kansas State University
Manhattan, KS08-2008
Skills
- Client relationship management
- Strategic planning
- Team leadership
- Hiring and recruitment
- Financial advising
- Client education
- Effective communication
Affiliations
- Big Brother for 9 years to a Little through Big Brothers Big Sisters Organization
- Served two consecutive 3 year terms on the Board for Big Brothers Big Sisters on the Finance and Investment Committees
- Volunteer Track and Field Coach for Eagan Athletic Association
- Member of the Financial Therapy Association
Certification
- Certified Financial Planner
- Accredited Financial Counselor
Accomplishments
- 9 time NCAA All American
- 2019 Hall of Fame Inductee to the University of St. Thomas Athletic Hall of Fame
- 29029 Finisher of Ultra Marathon Endurance Event
Timeline
Client Director and Shareholder
Accredited Investors
01.2006 - 03.2025
Retirement Distribution Consultant
Wells Fargo
04.2002 - 12.2005
Account Executive
Ameriquest Mortgage
06.2001 - 04.2002
Bachelor of Arts - Business Management
University of St. Thomas
Master of Science - Personal Financial Planning
Kansas State University