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Heck Capital Insights

Brad O'Loughlin passes the Wisconsin Insurance License Exam

Submitted by Heck Capital Advisors on March 8th, 2017

Congratulations to Brad O’Loughlin, Financial Planning/Client Relationships Associate, for becoming a state of Wisconsin Insurance License holder.

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  • Professional Development
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New for 2018 - Heck Capital will be launching our new legacy services

Submitted by Heck Capital Advisors on March 8th, 2017

Heck Capital is excited to announce new services to help invest, grow, and protect for your family and/or corporation’s legacy in 2018. We value our client relationships. We also are approachable, accessible, and accountable.

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  • Heck Happenings
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October is Breast Cancer Awareness Month

Submitted by Heck Capital Advisors on March 8th, 2017

Shannon Conley leads Heck Capital’s support of cancer awareness campaigns. Shannon is a cancer survivor and dedicated to supporting fund raisers and cancer awareness programs.

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Congratulations to Benjamin C. Opsal

Submitted by Heck Capital Advisors on March 8th, 2017

We are pleased to announce the promotion of Ben Opsal to Senior Associate.

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  • Heck Happenings
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Mike Bogard joins SecureFutures Investment Conference Committee

Submitted by Heck Capital Advisors on March 8th, 2017

SecureFutures (formerly known as "Make A Difference – Wisconsin") mission is to provide financial literacy programs and resources that empower students to make sound financial decisions.

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Otona Lavender leads Heck Capital's participation in the Alzheimer's Association

Submitted by Heck Capital Advisors on March 8th, 2017

The Walk to End Alzheimer’s takes place every September. Otona Lavender captained Heck Capital's team in Rhinelander, WI and helped increase knowledge and raise funds for research. 

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Heck Capital featured in Milwaukee Magazine

Submitted by Heck Capital Advisors on March 8th, 2017

Heck Capital was featured in the August 2017 Edition of Milwaukee Magazine's - Faces of Milwaukee 2017 as "The Face of Investment Advisory". 

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  • Awards and Recognition
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Expertise - Best Financial Advisors in Milwaukee 2017

Submitted by Heck Capital Advisors on March 8th, 2017

Heck Capital has been recognized as a top Financial Advisor in Milwaukee for 2017 by Expertise.com. We are proud to be recognized for the second year in a row for our service to the Milwaukee community.

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  • Awards and Recognition
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David Heck receives Honorable Mention from Invest in Others Charitable Foundation

Submitted by Heck Capital Advisors on March 8th, 2017

Heck Capital proudly recognizes David Heck for his Charitable Work with Rhinelander's Hodag Schools Foundation.

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Heck Capital Ranked as a Top 100 Registered Investment Advisory Firm for 2017

Submitted by Heck Capital Advisors on March 8th, 2017

Heck Capital is honored to be ranked by Financial Advisors Magazine as a Top 100 RIA for 2017. With this recognition, we reaffirm our commitment to building successful client relationships.

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  • Awards and Recognition
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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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