Jacob Heckman

Financial Advisor

 

Jacob Heckman is a Financial Advisor primarily serving the greater Kansas City area.  He and his team of experiences advisors at Retirement Concepts Group, LLC provide customized retirement plans for his clients, with the goal of building financial stability while helping to preserve their client’s current assets.  He believes in educating his clients on improving their personal finances and eliminating inefficiencies in their portfolio.  This working partnership is crucial in navigating the ever-changing financial climate.

Jacob is a lifelong resident of Overland Park, Kansas.  He attended Saint Thomas Aquinas High School where he excelled in mathematics and was part of the baseball team.  He attributes his schooling and participation in sports for the strong work ethic he’s developed. 

He believes that a team approach offers the best chance of success in sports as well as life.  He applies that principal to assisting his clients as they work together to better leverage their financial situations and improve their journey toward retirement.

Education:
University of Missouri
Bachelor’s in Business Administration
Emphasis in Finance and Banking

Licenses:
Life, Accident, Health
Series 7, Series 66

Interests:
Baseball, Football, Basketball, Golf

 

Securities offered through Woodbury Financial Services, Inc., member FINRA/SIPC.  Insurance offered 
through Retirement Concepts Group, LLC and is not affiliated with Woodbury Financial.


 

Phone 816-702-8300
Fax 816-702-8398
Mobile Phone 913-314-9917