Heck Happenings

Heck Capital Advisors has officially opened its first Milwaukee office. The investment advisory firm has opened at the new 833 East office tower in downtown Milwaukee. The new location will allow the company to expand its services to the southeastern part of the state, as well as the Chicago area.

Heck Capital Advisors is delighted to announce that our new client platform is ready for use! In an expansion to our already existing role as your financial quarterback, CapitalCENTRAL® 24/7 is a simplified, holistic view of your financial picture.

Heck Capital is pleased to welcome Gillian Lazzarini to our team. Gillian is a Client Service Associate at Heck Capital; where, she assists in processing client requests, administrative duties, and client service.

Heck Capital is pleased to welcome Mike Bogard to our team. Mike is a Business Development and Client Relationship Associate.

Heck Capital is pleased to welcome Brad O’Loughlin to our team. Brad is a Financial Planning Analyst at Heck Capital, and will assist in the implementation and management of CapitalCENTRAL®24/7.

Heck Capital proudly supported Autism Awareness month.

Heck Capital is pleased to welcome Connor Showalter to our team. Connor is an Investment Analyst at Heck Capital. Connor will assist in investment performance examinations, reporting and analysis, and manager searches.

​Employees at Heck Capital sported blue on April 2nd as a kickoff to National Autism Awareness Month.

Heck Capital is pleased to welcome Otona Lavender. Otona is a Client Service Associate at Heck Capital. Otona assists in all client service responsibilities including client requests, administrative duties, and client service.

Heck Capital is pleased to welcome Ben Opsal. Ben is an Investment Analyst at Heck Capital. He assists in investment performance examinations, reporting and analysis, and manager searches. In addition, Ben assists in the research process.