Heck Capital Insights

Heck Capital proudly recognizes Ken Heck as he was featured in the January 2017 issue of The Suit Magazine discussing how Wisconsin wealth managers build true relationships with clients.

Congratulations to Connor Showalter, Research Analyst, for passing the first level of the Chartered Financial Analyst (CFA) Designation program in January 2017!

Heck Capital is pleased to provide new ways to utilize our Multifactor Equity ETF and Strategic Fixed Income investment styles. These three new additions to our indexing strategies will provide a 70/30, 50/50, and 30/70 allocation to stocks and bonds respectively.

Congratulations to Brad O'Loughlin, Financial Planning Associate, for passing the CERTIFIED FINANCIAL PLANNER™ (CFP®) Certification Examination in November 2016! 

Heck Capital is honored to be ranked by WealthManagement.com as a Top 100 RIA for 2016. With this recognition, we reaffirm our commitment to building successful client relationships.

Congratulations to Mike Bogard, Business Development / Client Service Associate, for passing the Series 65 Uniform Investment Law Examination in October 2016. Also, Mike is currently a Level III candidate of the CFA program.

Heck Capital Advisors has officially opened its first Milwaukee office. The investment advisory firm has opened at the new 833 East office tower in downtown Milwaukee. The new location will allow the company to expand its services to the southeastern part of the state, as well as the Chicago area.

Heck Capital Advisors is delighted to announce that our new client platform is ready for use! In an expansion to our already existing role as your financial quarterback, CapitalCENTRAL® 24/7 is a simplified, holistic view of your financial picture.

Heck Capital is pleased to welcome Gillian Lazzarini to our team. Gillian is a Client Service Associate at Heck Capital; where, she assists in processing client requests, administrative duties, and client service.

Heck Capital is pleased to welcome Mike Bogard to our team. Mike is a Business Development and Client Relationship Associate.