Brad O'Loughlin passes the Wisconsin Insurance License Exam

Shannon Nelson |

Congratulations to Brad O’Loughlin, Financial Planning/Client Relationships Associate, for becoming a state of Wisconsin Insurance License holder. The Wisconsin Insurance License holder process entails completion of a Wisconsin pre-licensing insurance course, passing the Wisconsin Insurance License Exam, and completion of an insurance license application. By obtaining this license, Brad will be able to assist our clients with their insurance needs. Heck Capital is an independent, fee-only SEC Registered Investment Advisory firm. The Firm offers investment advisory services, including non-discretionary consulting, financial planning and retirement plan advisory services. We do not sell annuities or insurance or engage in any other business.