Steven M Reiss
Investment adviser representative at Heck Capital Advisors, LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$11.3BFirm assets
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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
12 years in the industry.
- Heck Capital Advisors, LLCJun 2025 to now
- Unemployed, Extended TravelApr 2024 to Jun 2025
- Marcum, LLPOct 2021 to Apr 2024
- Bkd, LLPSep 2017 to Oct 2021
- VolunteeringMay 2017 to Sep 2017
- Bdo USA, LLPOct 2014 to May 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
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
- 8117385
- Firm CRD
- 143848