Heck Capital Advisors

Finance · Wisconsin, United States · 11-50 Employees

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Overview

Headquarters

15 E Anderson St, Rhinelander, Wisconsin...

Phone Number

(715) 361-1500

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
2
2
2
2
1
2

About Heck Capital Advisors

Heck Capital Advisors is an independent registered investment advisory firm that has been providing financial guidance and investment management for over sixty years. They offer comprehensive services including investment advisory, institutional services, and financial planning tailored to individuals, families, corporations, and non-profit organizations. The firm emphasizes integrity, high-touch service, and competitive pricing, ensuring a personalized approach to client relationships. Their commitment to excellence is reflected in their fiduciary duty and a focus on building lasting legacies for their clients.Explore more
Heck Capital Advisors's Social MediaPopular SearchesHeck Capital Advisors LLCHeck Capital AdvisorsCapital Advisors LLCHeck Capital CorpHeck InvestmentsSIC Code 62,628NAICS Code 52,523Show more

Heck Capital Advisors Org Chart

PhoneEmail
DB
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Managing Director

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JR
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Wealth Advisor & Senior Director

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PB
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Investment Operations Officer & Senior Direct...

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JM
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Director - Institutional and Corporate Adviso...

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MO
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Wealth Advisor & Financial Planning Specialis...

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JK
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Director, Trusts & Estate Planning

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BO
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Associate Director, Trading & Investment Mana...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Heck Capital Advisors

<$5M
11-50
Private
<$5M
2007
DB
Derek BartleManaging Director
<$5M
1-10
Private
-
2009
RC
Raymond ChildsPortfolio Manager
<$5M
1-10
Private
-
2014
MZ
Mitch ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
<$5M
1-10
Private
-
2004
CS
Colbie StephensClient Service Associate
<$5M
1-10
Private
-
-
DK
David KronourManaging Director
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Heck Capital Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Heck Capital Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Heck Capital Advisors.

Heck Capital Advisors financials insights

Gather financial insights about Heck Capital Advisors, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

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Heck Capital Advisors Tech Stack

A closer look at the technologies used by Heck Capital Advisors

Top Finance Companies

Frequently Asked Questions Regarding Heck Capital Advisors

What is Heck Capital Advisors's official website?
Heck Capital Advisors's official website is www.heckcapital.com
What is Heck Capital Advisors's Revenue?
Heck Capital Advisors's revenue is <$5 Million
What is Heck Capital Advisors's SIC code?
Heck Capital Advisors's SIC: 62,628
What is Heck Capital Advisors's NAICS code?
Heck Capital Advisors's NAICS: 52,523
How many employees does Heck Capital Advisors have?
Heck Capital Advisors has 11-50 employees
What industry does Heck Capital Advisors belong to?
Heck Capital Advisors is in the industry of: Finance, Securities Trading
What is Heck Capital Advisors competition?
Heck Capital Advisors top competitors include: Shorepoint Capital Partners, Wealth Advisory Services, The Normann Financial Group, Constant Guidance Financial
What technology does Heck Capital Advisors use?
Some of the popular technologies that Heck Capital Advisors uses are: Drupal, Bitly, Proofpoint, Adobe Typekit
How do I contact Heck Capital Advisors?
Heck Capital Advisors contact info: Phone number: (715) 361-1500 Website: www.heckcapital.com
What does Heck Capital Advisors do?

Heck Capital Advisors is an independent registered investment advisory firm that has been providing financial guidance and investment management for over sixty years. They offer comprehensive services including investment advisory, institutional services, and financial planning tailored to individuals, families, corporations, and non-profit organiz... ations. The firm emphasizes integrity, high-touch service, and competitive pricing, ensuring a personalized approach to client relationships. Their commitment to excellence is reflected in their fiduciary duty and a focus on building lasting legacies for their clients.Read More

What are Heck Capital Advisors social media links?
Heck Capital Advisors Linkedin page
Is Heck Capital Advisors a public company?
Heck Capital Advisors is private company therefore does not currently have an official ticker symbol
See more information about Heck Capital Advisors

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