Lexington, KY Office
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AssuredPartners Investment Advisors
Multi-team
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About
AssuredPartners Investment Advisors (APIA) provides portfolio management, financial planning and consulting, pension consulting, and employee benefit plan advisory services to individuals, trusts, retirement plans, and other entities. The firm manages several billion in discretionary assets and serves clients through a team of advisors across multiple offices.
APIA offers both discretionary and non-discretionary portfolio management using model and custom portfolios, and it may select or monitor third-party managers while providing ERISA 3(21) and 3(38) plan services and participant education, including webinars and in-person workshops. Financial planning and consulting are available as standalone engagements or alongside portfolio management, and the firm may bill those services on a fixed or hourly basis.
APIA is part of the Arthur J. Gallagher ownership group and is affiliated with broker-dealer and insurance businesses; it also operates a third‑party administrator business (BenefitsPlus) and discloses receipt of referral fees, program-related economic benefits, and marketing or travel reimbursements from product sponsors and custodians. The combination of a multi‑office national presence, explicit plan fiduciary and TPA capabilities, routine use of third‑party manager referrals, and the brochure’s discussion of derivatives and leverage-related risks indicates a broader mix of plan-focused, educational, and potentially complex investment practices than is typical for many peers.
Based on AssuredPartners Investment Advisors
Expertise
Based on AssuredPartners Investment Advisors
Location
2424 Harrodsburg Road, Suite 207
Lexington KY 40503
Advisors at this office
3
Advisors at this office
Michael H
Series 66
Lexington, KY
AssuredPartners Investment Advisors
Michael Heckert is a financial advisor with AssuredPartners Investment Advisors in Lexington, KY, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Kestra Investment Services, Kestra Advisory Services, and Denham Blythe Co. Inc. He is a member and volunteer of MDRT, an independent association of financial services professionals and insurance brokers. AssuredPartners Investment Advisors offers portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, retirement plans, and other entities. The firm manages several billion in discretionary assets through a team of advisors and provides both discretionary and non-discretionary portfolio management, including ERISA plan services and participant education.
William B
Series 66
Lexington, KY
AssuredPartners Investment Advisors
William Barczewski is a financial advisor at AssuredPartners Investment Advisors with one year of industry experience. He holds a Series 66 designation and has prior work history at FSM Wealth, Lowe's, and positions in education including at the University of Southern Indiana and Nashville schools. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, retirement plans, and other entities. The firm manages several billion in discretionary assets and serves clients through a team of advisors across multiple offices.
Andrew B
Series 66
Lexington, KY
AssuredPartners Investment Advisors
Andrew Buchanan is a financial advisor at AssuredPartners Investment Advisors with six years of industry experience. He holds a Series 66 designation and has worked at firms including Kestra Advisory Services, Fifth Third Bank, and Fidelity Investments. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, retirement plans, and other entities. The firm manages several billion in discretionary assets and serves clients through a team of advisors across multiple offices.
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