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  2. Alison Purko
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Alison Purko

Alison Purko

Client Service / Marketing Associate

 

   

Industry Start Date:
2019

Heck Capital Advisors Start Date:
2019

Credentials:
Series 65, Uniform Investment Adviser Law Examination

Education:
B.S., Economics, University of Wisconsin - Madison

Fun Fact:
My twin sister is seven minutes older than me.

What is the most rewarding part of your position?
Getting to interact with clients, learning more about them and their goals and assisting them with their needs.

What are some of your hobbies/interests? 
I enjoy watching sports, going up north and being on the lake, spending time with family and friends and concerts with my sisters.

What does outstanding client service mean to you?  
Making clients feel comfortable, truly listening and approaching every question and/or request with a positive attitude.

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

 

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

 

Milwaukee
833 E. Michigan Street
Suite 1460
Milwaukee, WI 53202

 

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

 

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

Phone: 877-432-5330 (toll-free)

 

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