Olivia
Stoll
Heck Capital Advisors, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Olivia Stoll is a financial advisor who works in Rhinelander, Wisconsin with 4 years of industry experience. Stoll currently works for Heck Capital Advisors, LLC. During their career, Stoll has held roles at Full-Time Education, Expera Specialty Solutions, Wipfli Llp, University Of Wisconsin - Milwaukee and Heck Capital Advisors. Stoll maintains a Series 65 license, certifying them as an investment advisor representative, and can advise clients in Minnesota and Wisconsin. Heck Capital Advisors, LLC is an advisory firm that has its headquarters in Rhinelander, WI. The company has offices in two locations and a total of 21 people on staff. It has $6 billion in total assets among its 3,475 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises 97 charitable organizations. Of its 3,475 customer accounts, 33% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Heck Capital Advisors, LLC performs a broad set of services, including 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. Fees for financial management largely are based on which services the firm provides the client. However, fee types charged by Heck Capital Advisors, LLC can be comprised of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Heck Capital Advisors, LLC Brokerage Details
$5,620,331,499
21
3,475
$1,617,362
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
Olivia Stoll Work History
Olivia has been registered as a financial advisor for 4 years.*
Heck Capital Advisors
Wipfli Llp
Wipfli Llp
University Of Wisconsin - Milwaukee
Expera Specialty Solutions
Wipfli Llp
Expera Specialty Solutions
Expera Specialty Solutions
Full-Time Education
Full-Time Education
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Olivia Stoll 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
Rhinelander, WI
Rhinelander, WI
Rhinelander, WI
Milwaukee, WI
Rhinelander, WI
Rhinelander, WI
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
