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Kenneth Robert Heck

Heck Capital Advisors, LLC

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About Kenneth Robert Heck

Kenneth Robert Heck is an investment advisor representative at Heck Capital Advisors, LLC. Kenneth is registered with the state of Minnesota and Wisconsin. Kenneth has been in the industry since February 1991, working for both Citigroup Global Markets Inc. and Heck Capital Advisors, LLC. Kenneth has passed the General Securities Representative Examination (Series 7) and the Uniform Securities Agent State Law Examination (Series 63). Kenneth is a registered representative and investment advisor in the state of Wisconsin and Minnesota.

Firm Information

Kenneth Heck 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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Kenneth Heck’s Registration & Firm History

WI

01/01/2025 - Present

Heck Capital Advisors, LLC (RHINELANDER WI)

WI

02/08/1991 - 06/09/2007

CITIGROUP GLOBAL MARKETS INC. (RHINELANDER WI)

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Licenses & Designations

BC

Issued 02/15/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/06/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kenneth Robert Heck.
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