What departments does Heck Capital Advisors have?

Heck Capital Advisors has employees across 5 departments including Operations, Finance, Analytics, Marketing, Accounting.

What is the largest department at Heck Capital Advisors?

The largest department at Heck Capital Advisors is Operations with 7 employees.

Where are Heck Capital Advisors employees located globally?

Heck Capital Advisors has employees across 1 continents and 1 countries including United States Of America.

How has Heck Capital Advisors's team size changed over time?

Heck Capital Advisors's team has grown from approximately 27 to 29 employees based on available data.

Heck Capital Advisors Employee Directory

Financial ServicesWisconsin, United States11-50 Employees

Heck Capital Advisors operates as an independent investment advisory firm based in Rhinelander, Wisconsin. Dating back to the 1950s, it has guided individuals, families, and institutional organizations with broad investment guidance. Its practice centers on institutional consulting for corporations, alongside portfolio management and financial planning for retirement plans, foundations and endowments, high-net-worth individuals, and trusts.

With a locally rooted perspective and a global outlook, the firm provides discretionary portfolio management, objective consulting, and goal-oriented financial planning. The team collectively brings more than two centuries of experience and serves client relationships across 40 states. As a mid-sized firm with Wisconsin roots, Heck Capital combines a community-based foundation with an expansive reach in the financial services landscape.

Heck Capital Advisors Global Highlights

North America
51

United States Of America
51

Heck Capital Advisors's Leadership

D. H.
Chief Operating Officer / Senior Director
Mobile Phone
Email
K. H.
Chief Financial Officer And Senior Director
Mobile Phone
Email
D. F.
President
Mobile Phone
Email
R. H.
Chairman
Mobile Phone
Email
T. B.
Director Of Financial Planning And Co-Founder
Mobile Phone
Email
J. R.
Director - Client Relationships / Vice President - Investment Planning
Mobile Phone
Email
M. S.
Portfolio Management / Research Analyst - Associate Director
Mobile Phone
Email
D. B.
Managing Director
Mobile Phone
Email

Heck Capital Advisors Employee Metrics

100%

50%

0%

2026

2025

Banking
Finance
Accounting
Administrative
Analytics
Other

Contact profiles from Heck Capital Advisors

Name

Title

Contact Info

Location

Last Update

O. S.
Financial Planning And Client Relationships Senior Associate
Mobile Phone
Email
United StatesWisconsin
Jun 08, 2026
S. R.
Senior Associate
Mobile Phone
Email
United StatesTennessee
Oct 17, 2025
C. E.
Investment Operations Associate
Mobile Phone
Email
United StatesWisconsin
Dec 31, 2025
E. F.
Client Service Associate
Mobile Phone
Email
United StatesWisconsin
Oct 20, 2025
K. G.
Client Services
Mobile Phone
Email
United StatesWisconsin
Mar 24, 2026
J. D.
Client Service/Operations Associate
Mobile Phone
Email
United StatesWisconsin
Jul 14, 2025
B. O.
Financial Planning Associate
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
C. R.
Account Specialist
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
G. L.
Financial Literacy Graduate Assistant
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
M. E.
Client Service And Operations Associate
Mobile Phone
Email
United StatesMichigan
Oct 18, 2024

Frequently Asked Questions

What is Heck Capital Advisors known for?

Heck Capital Advisors was founded in 2007 operates in the Financial Services industry. The company's main headquarters is located in 15 East Anderson Street Rhinelander, Wisconsin 54501 United States; you can contact the main corporate office by phone at

+1-715-361-****

. Explore Heck Capital Advisors's company overview page for more information.

What is Heck Capital Advisors's most common email format?

Heck Capital Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Heck Capital Advisors email formats with LeadIQ.

How many employees does Heck Capital Advisors have currently?

Heck Capital Advisors has approximately 37 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Heck Capital Advisors's key employees and leadership?

As of June 2026, Heck Capital Advisors's key employees include:

Chief Operating Officer / Senior Director: D. H.
Chief Financial Officer And Senior Director: K. H.
President: D. F.
Chairman: R. H.
Director Of Financial Planning And Co-Founder: T. B.

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Heck Capital Advisors Employee Directory

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