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Todd Lyal Manteufel

Heck Capital Advisors, LLC

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About Todd Lyal Manteufel

Todd Manteufel is a financial advisor currently registered with Heck Capital Advisors, LLC in Wisconsin and Minnesota. Todd has been in the industry for over 2 years and is licensed to provide financial advice in both states. Todd's previous experience includes a position at Pruco Securities, LLC. Todd has experience in providing financial planning, pension consulting, and portfolio management services. He specializes in working with charitable organizations, high net worth individuals, and pension and profit-sharing plans.

Firm Information

Todd Manteufel 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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Todd Manteufel’s Registration & Firm History

WI

06/24/2024 - Present

Heck Capital Advisors, LLC (Milwaukee WI)

WI

02/02/2024 - 04/16/2024

PRUCO SECURITIES, LLC. (WAUWATOSA WI)

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Licenses & Designations

BOTH

Issued 02/23/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/02/2024

Series 7TO - General Securities Representative Examination

BC

Issued 01/03/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Todd Lyal Manteufel.
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