Michael J. Bogard CFA
Mike Bogard is a member of our Financial Advisory team, serving as a Director of Business Development and Marketing and is based in Heck Capital’s Milwaukee office. Mike’s primary responsibilities include establishing new client relationships, coordinating all marketing, advertising, and publicity initiatives for Heck Capital, and providing investment advice and planning to families, high‐net worth individuals, and organizations. Mike resides in Pewaukee, WI with his wife, Amber, and their 3 kids and dog. Mike enjoys spending time with family and friends, golfing, coaching sports, and is a passionate supporter of the Tottenham Hotspur Football Club.
Industry Start Date:
Heck Capital Advisors Start Date:
B.A, Economics with honors, Grinnell College
Chartered Financial Analyst® (CFA®) charter; Series 65, Uniform Investment Adviser Law Examination
Prior Work Experience:
Prior to Heck Capital Advisors, I worked for an investment management firm where I performed research, calculated and allocated trade orders, processed corporate action elections, and performed pre-and-post trade compliance monitoring for mutual funds and separately managed accounts.
I was once featured on ESPN's "Top 10 Plays" for football.
What do you enjoy most about working at Heck Capital Advisors?
I enjoy that everyone at Heck Capital Advisors is driven by the same goal: creating a comprehensive, genuine, and successful relationship with all of our clients in order to help them achieve their objectives.
What is the most rewarding part of your position?
I get to meet and work alongside smart, interesting, and charismatic people every single day.
What do you hope to achieve for your clients?
At the end of the day, I want each client to know how much we truly value our relationship and how seriously we take our role in helping provide guidance and simplification to a very challenging aspect of everyday life. We will always strive to create a top-notch client service experience and that is reflected in every decision we make as a firm. Lastly, I hope our clients find the relationships formed with Heck Capital Advisors as gratifying as the results we’re able to achieve for them.
How are you involved in the community outside of work?
I am Vice President of Fundraising / Sponsorship for the Pewaukee Youth Baseball Board as well as a member of the SecureFutures Investment Conference Committee Board and a member of the JDRF Corporate Development Committee Wisconsin Chapter.