Martin
Owens

Heck Capital Advisors, LLC

CRD#2434503
Investment Advisor
in Minneapolis, MN

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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

Series 63, Series 66, Chartered Financial Analyst

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

7760 France Avenue South- Suite 1100
Minneapolis, MN 55435

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Heck Capital Advisors, LLC Brokerage Details

Total Assets Under Management

$6,656,170,303

MN Average: $2,826,565,184
Total Number of Employees

20

MN Average: 43
Total Number of Accounts

3,566

MN Average: 1,898
Average Account Size

$1,866,565

MN Average: $1,489,234

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

2022 - Present (2 years)

Heck Capital Advisors

2019 - 2022 (3 years)

Dimensional Fund Advisors

2003 - 2019 (16 years)

Leuthold Group, LLC

Created with Highcharts 6.0.7

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

Jacob Klaus
Green Bay, WI
Todd Manteufel
Milwaukee, WI
Samuel Brettingen
Rhinelander, WI
John Moore
Milwaukee, WI
Benjamin Opsal
Rhinelander, WI
Olivia Stoll
Rhinelander, WI
Michael Bogard
Rhinelander, WI
Connor Showalter
Rhinelander, WI

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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