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Overview

Services

Advisor Services

  • Financial Planning

  • Pension Consulting

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Heck Capital Advisors, LLC 9 years, 4 months May 2007 - Present
Salomon Smith Barney Inc. 9 years, 3 months Feb 1998 - May 2007
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John Paul Reinthaler?
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Designations & Memberships

Membership information not available

Articles and Answers

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Oct 22, 2009
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    1
  • as of date
    Sep 16, 2014
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Heck Capital Advisors, LLC

Last updated on May 12, 2016
    • $3.1B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 2K
      Accounts
    • $1.8M
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Flat Fees
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