TJ Manteufel is a Wealth Advisor based in Heck Capital’s Milwaukee office. TJ graduated from Bradley University with a Bachelor of Science degree in Finance. TJ was previously with Prudential Financial and passed his SIE - Securities Industry Essentials, Series 7 – General Securities Representative Qualification Examination, and Series 66 – NASAA Uniform Combined State Law Examination in 2024. He is State of Wisconsin Life & Health Insurance licensed

As part of the Wealth Management team, TJ 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, TJ develops client proposals and reports for individuals and families in conjunction with other advisors. TJ is well-versed in helping individuals reach their financial goals through disciplined investing and financial planning. TJ is a CFP® professional and has committed to the CFP Board to act as a fiduciary, which means acting in the best interests of the client at all times when providing financial advice, and upholding CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.

In his spare time, TJ serves as a committee member for Koos for Kids, a nonprofit organization whose mission is to enhance the quality of life for terminally ill and disadvantaged children in Southeastern Wisconsin. They achieve this through their Challenger bowling and baseball leagues, fulfilling gifts and wishes for children with terminal illnesses, organizing group outings for children with special needs, and more! TJ enjoys playing golf, attending baseball games, hunting, running, and spending time with family and friends

Note: Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks. For more about CFP Board, visit www.CFP.net.

Heck Capital Advisors Start Date: 2024

Fun Fact: I played Division 1 Baseball in college.

What do you enjoy most about working at HCA?: I enjoy being a part of a great culture and working with a great group of people who work together to ensure the best results for our clients.

What do you hope to achieve for your clients?: I hope to build long lasting relationships built on trust, confidence, and friendliness and achieve financial success for my clients.