Carson G Tucker
Investment adviser representative at Heck Capital Advisors, LLC
10 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
10 years in the industry.
- Heck Capital Advisors, LLCJan 2026 to now
- Rockefeller Capital ManagementJun 2025 to Aug 2025
- Full-time EducationAug 2024 to Dec 2025
- Wasatch Global InvestorsJun 2024 to Aug 2024
- UlineMay 2023 to Aug 2023
- Woodman's Food MarketsJul 2021 to Jun 2024
- Enterprise Rent-a-carJun 2021 to Jul 2021
- Carson's Automotive DetailingJan 2021 to Dec 2022
- Full-time EducationAug 2020 to May 2024
- Full-time EducationAug 2019 to May 2020
- William's Tree FarmOct 2018 to Dec 2020
- Full-time EducationMar 2016 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
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
- 8215432
- Firm CRD
- 143848