Samuel J. Brettingen
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 graduated from the University of Wisconsin - La Crosse in 2020 with a Bachelor of Science degree in Finance. Sam passed his Series 65, Uniform Investment Adviser Law Examination in 2021 and is State of Wisconsin Life & Health Insurance licensed. Additionally, Sam is currently working towards additional professional certifications.
Prior to Heck Capital Advisors, Sam worked for an insurance company where he developed and implemented insurance strategy for families and individuals in the areas of life, disability, long-term care, critical illness, and Medicare supplement insurance.
Sam is responsible for providing investment advice and recommendations to individual clients and families, developing formal financial plan outputs and establishing new client relationships. In addition, Sam develops client proposals and reports for individuals and families in conjunction with other advisors. Sam is well-versed in helping individuals reach their financial goals through disciplined investing and financial planning.
Sam resides in Waukesha, WI and enjoys spending time in Northern Wisconsin with friends and family, playing golf, attending sporting events, and travelling. Sam is a member of the Finance Council and Endowment Committee at St. William Catholic Church in Waukesha, is a member of the Lake States Lumber Association Recreation Committee, and enjoys volunteering for additional causes in the area.
Heck Capital Advisors Start Date:
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.