Kevin McClelland has been an investment adviser representative at Heckman Financial & Insurance Services since March 2026, and is not listed among the firm’s executive officers or direct owners.
Heckman Financial & Insurance Services, Inc. is a San Jose, CA firm with $116M under management, 305 clients and 5 advisers across 3 offices, as of its May 2026 filing.
- – present · under a yearCupertino, CA · Adviser representative · Firm CRD 111549
- – · 14 yearsCupertino, CA · Adviser representative · Firm CRD 111549
- – · 1 yearSan Jose, CA · Adviser representative · Firm CRD 111549
Investment adviser representative registrations
Kevin McClelland is registered as an investment adviser representative in California, since March 2026.
- CaliforniaSince 24 March 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 16 December 2008 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Kevin Ray McClelland
- CRD
- 5446055
- Firm
- Heckman Financial & Insurance Services · CRD 111549
- Office
- 10080 N Wolfe Rd., Suite SW3-200, Cupertino, CA 95014
- Registration
- Investment adviser registration
- In the industry since
- January 2010
- Disciplinary history
- Not yet shown here · SEC record
Where does Kevin McClelland work?
Kevin McClelland is an investment adviser representative registered through Heckman Financial & Insurance Services, Inc. since March 2026, and is not listed among the firm’s executive officers or direct owners.
Is Kevin McClelland a financial advisor?
Yes. Kevin McClelland has a current investment-adviser registration in California, through Heckman Financial & Insurance Services since March 2026.
How many years of experience does Kevin McClelland have?
Kevin McClelland has 16 years in the financial industry, since January 2010, across 1 adviser firm.
What exams has Kevin McClelland passed?
Kevin McClelland passed the Series 65 in December 2008.
Where is Kevin McClelland based?
Kevin McClelland’s registered office is in Cupertino, CA.
Is Kevin McClelland registered with FINRA?
No. Kevin McClelland has no current broker registration.
How can I verify Kevin McClelland’s record?
Search CRD 5446055 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kevin McClelland’s full registration record.
