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Donna Marie Blamberg

Heck Capital Advisors, LLC

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About Donna Marie Blamberg

Donna Blamberg is a Registered Investment Advisor Representative with Heck Capital Advisors, LLC, based in Rhinelander, WI. Donna has been a Registered Investment Advisor for 15 years. Prior to joining Heck Capital Advisors, LLC, Donna was employed with CITIGROUP GLOBAL MARKETS INC. Donna holds the Series 63, 7, and 8 licenses. Donna provides financial planning, pension consulting and selection of other advisers. Donna is a specialist in various financial areas including: retirement planning, estate planning, insurance planning, and investment management.

Firm Information

Donna Blamberg 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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Donna Blamberg’s Registration & Firm History

WI

06/18/2007 - Present

Heck Capital Advisors, LLC (RHINELANDER WI)

WI

05/28/1997 - 06/14/2007

CITIGROUP GLOBAL MARKETS INC. (RHINELANDER WI)

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Licenses & Designations

BC

Issued 08/26/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/26/1999

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 05/27/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Donna Marie Blamberg.
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