Martin
Owens
Heck Capital Advisors, LLC
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About this Advisor
Martin Owens is a financial advisor based in Minneapolis, Minnesota, working with Heck Capital Advisors, LLC. Martin has previously held positions at Leuthold Group, LLC, Heck Capital Advisors, and Dimensional Fund Advisors. Martin has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Minnesota and Wisconsin. Currently, Martin is part of Heck Capital Advisors, LLC, which operates out of Minneapolis, Minnesota. The firm has 3 offices and 20 employees. The firm manages assets totaling $6.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Heck Capital Advisors, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Heck Capital Advisors, LLC Brokerage Details
$6,656,170,303
20
3,566
$1,866,565
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Martin Owens Work History
Heck Capital Advisors
Dimensional Fund Advisors
Leuthold Group, LLC
Disclosures
Please visit the SEC profile of Martin Owens to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Heck Capital Advisors, LLC
Rhinelander, WI
Rhinelander, WI
Green Bay, WI
Milwaukee, WI
Milwaukee, WI
Rhinelander, WI
Rhinelander, WI
Rhinelander, WI
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