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Connor J Showalter

Heck Capital Advisors, LLC

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About Connor J Showalter

Connor J. Showalter is a registered investment advisor representative with Heck Capital Advisors, LLC. Connor has been in the industry since 2015. Connor has a Series 65 license and has successfully completed the Uniform Investment Adviser Law Examination. Connor specializes in portfolio management for individuals and businesses, financial planning, pension consulting, and selection of other advisors.

Firm Information

Connor Showalter is currently registered with Heck Capital Advisors, LLC. Heck Capital Advisors, LLC is an investment advisor registered with the SEC. The firm is located in Rhinelander, WI and offers financial planning, pension consulting, and portfolio management for individuals, businesses, and charitable organizations. Heck Capital Advisors manages approximately $6.66 billion in assets.
Heck Capital Advisors, LLC

15 EAST ANDERSON STREET

RHINELANDER, WI 54501

$6.66B

Assets Under Management

122

Total Clients

16

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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capital central services

Capital central services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Project fees

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Connor Showalter’s Registration & Firm History

WI

03/12/2016 - Present

Heck Capital Advisors, LLC (RHINELANDER WI)

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Licenses & Designations

IA

Issued 03/12/2016

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Connor J Showalter.
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