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Heck Capital Insights

What Happens To My HSA When I Die?

Submitted by Heck Capital Advisors on September 5th, 2019

 

What is an HSA?

A Health Savings Account (HSA) is a pretax savings account that allows participants of high-deductible health plans (HDHP) to cover out-of-pocket health care costs. To be considered HDHP, you must be covered the first day of the month

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Congratulations Shannon, Ben & Otona on 5 Years with Heck Capital Advisors!

Submitted by Heck Capital Advisors on August 20th, 2019

 

Congratulations to Shannon Nelson, Ben Opsal and Otona Lavender on 5 year milestones with HCA.

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Olivia H. Nitke Passes Series 65 Uniform Investment Law Examination

Submitted by Heck Capital Advisors on August 8th, 2019

Congratulations to Olivia H. Nitke, Financial Planning / Client Relationships Associate, for passing the Series 65 Uniform Investment Law Examination in August 2019.

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Heck Capital Ranked as a Top 100 Registered Advisory Firm for 2019 by Financial Advisors Magazine

Submitted by Heck Capital Advisors on July 12th, 2019

Heck Capital is honored to be ranked by Financial Advisors Magazine as a Top 100 RIA for 2019. With this recognition, we reaffirm our commitment to building successful client relationships.

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Heck Capital Ranked as a Top 300 Registered Investment Advisor by Financial Times for 2019

Submitted by Heck Capital Advisors on June 28th, 2019

Heck Capital is honored to be ranked as a Top 300 Registered Investment Adviser by Financial Times. With this recognition, we reaffirm our commitment to building successful client relationships. The list recognizes top independent RIA firms from across the U.S. as an elite group, not a competitive ranking of 1 to 300.

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Stevie L. Radzinski passes Series 65 Uniform Investment Law Examination

Submitted by Heck Capital Advisors on June 19th, 2019

Stevie Radzinski, Client Service / Operations Senior Associate, passed the Series 65 Uniform Investment Law Examination in May of 2019. Congratulations Stevie!

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Heck Capital Supported Lakeland STAR School/Academy During Golf Outing

Submitted by Heck Capital Advisors on June 19th, 2019

Heck Capital Advisors employees recently supported Lakeland STAR School/Academy by participating in their annual Lakeland STAR Golf Outing. Our very own Stevie Radzinski serves as Secretary of the board for Lakeland STAR School/Academy and volunteered at the event.

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Welcome Olivia H. Nitke

Submitted by Heck Capital Advisors on June 19th, 2019

Heck Capital is excited to welcome Olivia Nitke. Olivia is joining Heck Capital Advisors as a Financial Planning / Client Relationships Associate in our Rhinelander office.

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Our Minneapolis Location Has Moved!

Submitted by Heck Capital Advisors on June 19th, 2019

Heck Capital Advisors' Minneapolis office has moved to the Minnesota Center located at 7760 France Ave. South, Suite 1100 in Bloomington. Please visit this page for additional formation and driving directions: https://www.heckcapital.com/heck-capital-advisors-minneapolis .

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Heck Capital Participates in National Autism Awareness Month

Submitted by Heck Capital Advisors on June 19th, 2019

Heck Capital is a proud supporter of Autism Awareness. We carried on our yearly tradition of supporting Autism Awareness Month by participating in “Light It Up Blue", an effort where businesses and monuments around the world light the outside of their buildings BLUE in recognition of autism.

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Rhinelander
15 E. Anderson Street
P.O. Box 738
Rhinelander, WI 54501

 

Phone: 715-361-1500
Fax: 715-361-1515

 

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833 E. Michigan Street
Suite 1460
Milwaukee, WI 53202

 

Phone: 414-509-6630
Fax: 414-509-6633

 

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Minnesota Center
7760 France Ave. South
Suite 1100
Bloomington, MN 55435

Phone: 877-432-5330 (toll-free)

 

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