Robert
Heck
Focus Financial
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About this Advisor
Robert Heck is a financial advisor based in Minneapolis, Minnesota, working with Focus Financial. Robert has previously held positions at the Minneapolis Police Department, Stearns County Sheriffs Office, Sysco Western Minnesota, Target Field, Us Bank Stadium, Denison Parking, Focus Financial Network Inc, Royal Alliance Associates Inc, Osaic Wealth, Inc, and Focus Financial. Robert has passed the Series 66 regulatory exam and is registered to provide services in Minnesota. Currently, Robert is part of Focus Financial, which operates out of Minneapolis, Minnesota. The firm has 40 offices and 167 employees. The firm manages assets totaling $5.4 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, and selection of other advisers. The fee structure at Focus Financial includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Focus Financial Brokerage Details
$5,385,968,542
167
25,365
$212,339
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
Robert Heck Work History
Osaic Wealth, Inc
Focus Financial
Focus Financial Network Inc
Royal Alliance Associates Inc
Denison Parking
Target Field
Us Bank Stadium
Minneapolis Police Department
Stearns County Sheriffs Office
Sysco Western Minnesota
Disclosures
Please visit the SEC profile of Robert Heck 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 Focus Financial
Minneapolis, MN
Lisle, IL
Minneapolis, MN
Minneapolis, MN
Alexandria, MN
Wausau, WI
Minneapolis, MN
Saint Charles, MN
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
