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Heck Capital Insights

Welcome Connor Showalter

Submitted by Heck Capital Advisors on March 8th, 2015

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.

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  • Heck Happenings
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Heck Capital Ranked as a Top 100 RIA Firm & Top 50 Fastest Growing Firm of 2015

Submitted by Heck Capital Advisors on March 8th, 2015

Heck Capital is honored to be ranked as one of the Top 100 RIA Firms and one of the Top 50 Fastest Growing Firms of 2015 by Financial Planning Magazine. The firms were ranked by total assets under management, assets under management change, and percentage growth rate from the previous year.

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Ben Opsal passes Series 65 Uniform Investment Law Examination

Submitted by Heck Capital Advisors on March 8th, 2015

Congratulations to Ben Opsal, Investment Analyst, for passing the Series 65 Uniform Investment Law Examination in January 2015.

Tags:
  • Professional Development

David Heck Presents at Inside ETFs Conference

Submitted by Heck Capital Advisors on March 8th, 2015

David Heck presents at Inside ETFs conference in Hollywood, Florida on January 28, 2015.  This conference brings together leading advisors to discuss best practices and sophisticated approaches for ETFs. 

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  • Awards and Recognition
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Heck Capital Supports Autism Awareness

Submitted by Heck Capital Advisors on March 8th, 2015

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

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Nils Dillon Attends Wealth Investment Exchange Conference

Submitted by Heck Capital Advisors on March 8th, 2014

Nils Dillon attended a Wealth Management Investment Exchange conference held on September 23-25, 2014 in Florida.

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  • Professional Development
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Welcome Otona Lavender

Submitted by Heck Capital Advisors on March 8th, 2014

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.

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  • Heck Happenings
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Welcome Ben Opsal

Submitted by Heck Capital Advisors on March 8th, 2014

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.

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  • Heck Happenings
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Welcome Shannon Nelson

Submitted by Heck Capital Advisors on March 8th, 2014

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

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  • Heck Happenings
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Heck Capital Advisors Ranked as a Top 100 RIA Firm of 2014

Submitted by Heck Capital Advisors on March 8th, 2014

Heck Capital is honored to be ranked as one of the 2014 Top 100 RIA firms by WealthManagement.com. With this recognition, we reaffirm our commitment to building successful client relationships.

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  • Awards and Recognition
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