Grace Elizabeth Heck
Investment adviser representative at Heck Capital Advisors, LLC
13 yearsExperience
2 statesRegistered in
$11.3BFirm assets
19 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Heck Capital Advisors, LLCJul 2026 to now
- Ameriprise Financial Services, LLCJun 2023 to Jul 2026
- Versiti Blood CenterJun 2022 to Aug 2022
- Heck Capital AdvisorsJun 2021 to Aug 2021
- Marquette UniversityAug 2019 to May 2023
- Heck Capital AdvisorsMay 2019 to Aug 2019
- Heck Capital AdvisorsJun 2017 to Aug 2018
- Full Time StudentAug 2013 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (MN, WI).
Heck Capital Advisors, LLC
$11.3BAssets managed
1,133Clients
24Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7754135
- Firm CRD
- 143848