Samuel J. Brettingen

Financial Planning / Client Relationships
Associate

Sam Brettingen is a member of our Financial Advisory team, serving as a Financial Planning / Client Relationships Associate, and is based in Heck Capital’s Milwaukee office. Sam’s primary responsibilities include assisting other advisors in the financial planning process, providing investment advice to families and individuals regarding portfolios and investment strategies, and establishing new client relationships. Sam resides in Waukesha, WI and enjoys spending time with friends and family, playing golf, attending sporting events, and traveling. 

 

Industry Start Date: 2020

Heck Capital Advisors Start Date: 2022

Education: B.S. Finance, University of Wisconsin-La Crosse

Credentials: Series 65, Uniform Investment Advisor Law Examination, State of Wisconsin Life and Health Insurance Licensed 

Prior Work Experience: Prior to Heck Capital Advisors, I worked for an insurance company where I developed and implemented insurance strategy for families and individuals in the areas of life, disability, long-term care, critical illness, and Medicare supplement insurance. 

Fun Fact: I played basketball and golf in high school, and still enjoy both sports in my free time.

What do you enjoy most about working at Heck Capital Advisors? 
I enjoy being able to work with colleagues that make putting client interests a priority and value client relationships above all else. 

What do you hope to achieve for your clients?
I hope to exceed client objectives and expectations, all while building long-standing relationships centered on trust, integrity, and communication.