Heck Capital Advisors Email Formats
Financial Services • 
Rhinelander, Wisconsin, United States • 21-50 Employees
Heck Capital Advisors Email Formats
Heck Capital Advisors uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@heckcapital.com), used 93.5% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@heckcapital.com | 93.5% |
{first initial} | j@heckcapital.com | 3.2% |
{first name}{last name} | johndoe@heckcapital.com | 3.2% |
Key Contacts at Heck Capital Advisors
Matt Schulz
Portfolio Management / Research Analyst - Associate Director
John R. Moore
Director Of Consulting
Derek Bartle
Managing Director
Dawn Laning
Associate Director Of Operations & Trust Compliance
Otona Lavender
Executive Client Service/Associate Director
Stevie Radzinski
Client Service / Operations - Associate Director
John Reinthaler
Senior Director - Client Relationships
Donna Blamberg
Director - Operations
Ken Heck
Chief Financial Officer And Senior Director Of Portfolio Management
Company overview
| Headquarters | 15 E. Anderson Street, Rhinelander, WI 54501, US |
| Phone number | +16124845781 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Milwaukee, Integrity, Professionalism, Minneapolis Locations. |
| Founded | 2007 |
| Employees | 21-50 |
| Socials |
About Heck Capital Advisors
Heck Capital is an independent investment advisory firm with a strong foundation. Since the 1950s, we have served individuals, families and institutional organizations with comprehensive investment guidance from the heart of Wisconsin, where Robert Heck first began the family’s investment legacy. Heck Capital specializes in institutional consulting for corporations as well as portfolio management and financial guidance for retirement plans, foundations/endowments, high-net worth individuals and trusts. As an independent investment advisory firm, Heck Capital prides itself on successful financial guidance as a life-long process that assists our clients and their families in taking control of their financial futures. Heck Capital Advisors invests, consults, and advises to over $10 billion of assets while servicing client relationships in 40 states (as of 12/31/24). Heck Capital’s directors and professionals offer over 200 years of collective experience, small-town values and an exceptional work ethic. As a locally vested and globally invested firm, Heck Capital provides a global perspective, specializing in building lasting legacies while remaining deeply dedicated to our roots. Heck Capital maintains a distinct competitive advantage by providing independent discretionary portfolio management, objective consulting, goal-oriented financial planning, and CapitalCENTRAL® for your financial legacy. This advantage is strengthened with our Portfolio Managers, Consultants; and Financial Advisors working together to empower our client relationships.
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Heck Capital Advisors has 14 employees across 5 departments.
Departments
Number of employees
Funding Data
Heck Capital Advisors has never raised funding before.
Heck Capital Advisors Tech Stack
Discover the technologies and tools that power Heck Capital Advisors's digital infrastructure, from frameworks to analytics platforms.
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Programming languages
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India
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Frequently asked questions
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