Welcome Brad O’Loughlin

Shannon Nelson |

Heck Capital is pleased to welcome Brad O’Loughlin to our team. Brad is a Financial Planning Analyst at Heck Capital, and will assist in the implementation and management of CapitalCENTRAL®24/7. Brad is a graduate from University of Wisconsin-Madison, where he earned a Bachelor of Business Administration Degree in Finance, Investments, and Banking. He was chosen to participate in the Wealth Management and Financial Planning Program within the Wisconsin School of Business. The program provides students with the education requirements to sit for the Certified Financial Planner (CFP®) exam. As part of this program, Brad participated in financial planning case studies and creating and presenting financial plans. Brad joins Heck Capital with prior experience as a Fixed Income and Wealth Management Intern for Madison Investment Advisors in Madison, WI. Brad is a board member of the Balance and Believe Foundation, a charitable organization that raises money to donate to schools and other causes. Additionally, Brad recently passed the Series 65 Uniform Investment Law Examination in August, 2016. Heck Capital is excited to have Brad join our team and we look forward to his contributions.