Gary R. Kellen ChFC®, CLU®, CASL®
Gary Kellen is a member of our Financial Advisory Team, serving as a Senior Director of Retirement and Estate Planning and shares his time between the Heck Capital Rhinelander and Minneapolis offices. Gary graduated from St. John's University with a Bachelors Degree in Business Administration. Gary began his investment career in 1982 and has earned his Chartered Financial Consultant (ChFC®), Chartered Life Underwriters (CLU®) and Chartered Advisor for Senior Living (CASL®) designations from The American College. The Chartered Financial Consultant (ChFC®) designation focuses on the basics of financial planning and risk management, along with income tax strategies for individuals, small businesses, corporations, plus retirement planning, investing, and estate planning strategies for success. Special needs planning, gift planning and inheritance are all important aspects to consider in a comprehensive plan. The Chartered Life Underwriters (CLU®) designation gives an in-depth knowledge of the life insurance industry underwriting process and life insurance law within the guidelines of overall risk assessment. Providing the necessary knowledge to help clients and investors address their estate planning needs and an understanding of personal finance solutions addressing the life insurance underwriting needs of business owners and professionals. The Chartered Advisor for Senior Living (CASL®) designation shows a commitment to helping aging clients achieve financial security by assisting them with the management, preservation, and the transfer of their wealth.
Gary’s responsibilities include delivering in‐depth, personalized analysis of retirement and estate plans along with providing investment advice for our valued clients. Gary is well suited to work with goal-driven individuals and families and high-net-worth relationships, providing prudent investment and financial planning advice to help clients with their investment goals and objectives.
Gary has served as President of the Hodag Diamond Club and Treasurer of Babe Ruth Baseball. The mission at the Hodag Diamond Club is to support the advancement of baseball in the local Rhinelander community and schools. Gary previously served as President for the Rhinelander Ice Association, a non-profit organization dedicated to improving and expanding hockey and figure skating in the Rhinelander area. Gary has worked on several projects through Habitat for Humanity's "Brush with Kindness".
Gary resides in Rhinelander, WI with his wife, Lisa, and their lovable dog, Torii. Gary enjoys spending time on the lake with their kids and grandchildren. The area offers a great opportunity for enjoying a few rounds of golf in the summer, hunting in the fall and fishing year round.
Heck Capital Advisors Start Date:
I grew up on a farm where we raised corn, soybeans and oats, along with hogs and cattle. I can back up any type of trailer with ease...today it's a boat trailer...before it was a grain wagon.
What do you enjoy most about working at Heck Capital Advisors?
I truly enjoy the financial planning process. Working at Heck Capital Advisors gives me the opportunity to apply my vast industry experience in building comprehensive financial plans for our clients.
What is the most rewarding part of your position?
Clearly the most rewarding aspect of my job is seeing my clients reach their goals. Knowing they were able to fund a child or grandchild’s college education, purchase a retirement home, take a vacation of a lifetime or provide support to a favorite charity is extremely gratifying.
What do you hope to achieve for your clients?
I really enjoy working with our clients and helping them reach their financial goals, whether it be a comfortable retirement or preserving their wealth for the next generation.