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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Owens is a financial advisor with Heck Capital Advisors, LLC, with over 20 years of experience in the financial services industry. Martin is a Chartered Financial Analyst and holds the Series 63, Series 66 and Series 7 licenses. Previously, Martin has worked at DFA Securities LLC, Rafferty Capital Markets, LLC, Weeden & Co. L.P., GT Global, Inc., Montgomery Securities, PNC Brokerage Corp and PNC Securities Corp. Martin focuses on providing capital central services, financial planning, pension consulting and portfolio management for individuals, businesses and charitable organizations. Martin is registered in Minnesota and Wisconsin.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Capital central services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Project fees
1
2
MN
01/01/2025 - Present
Heck Capital Advisors, LLC (Bloomington MN)
TX
04/15/2019 - 03/09/2022
DFA SECURITIES LLC (AUSTIN TX)
NY
05/10/2016 - 03/15/2019
RAFFERTY CAPITAL MARKETS, LLC (GARDEN CITY NY)
MN
06/18/2003 - 12/10/2015
WEEDEN & CO.L.P. (MINNEAPOLIS MN)
CA
01/04/1996 - 07/16/1998
GT GLOBAL, INC. (SAN FRANCISCO CA)
CA
08/29/1995 - 01/11/1996
MONTGOMERY SECURITIES (SAN FRANCISCO CA)
PA
12/23/1994 - 06/20/1995
PNC BROKERAGE CORP (PITTSBURGH PA)
PA
11/21/1994 - 12/23/1994
PNC SECURITIES CORP (PITTSBURGH PA)
BOTH
Issued 07/17/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/29/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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