HECK CAPITAL ADVISORS, LLC

15 East Anderson Street
Rhinelander, Wisconsin 54501
Tel: 715-361-1500

About HECK CAPITAL ADVISORS, LLC

HECK CAPITAL ADVISORS, LLC, formally registered with the SEC as HECK CAPITAL ADVISORS, LLC. The firm was established in 05/14/2007. They have over 4 offices throughout the country.

HECK CAPITAL ADVISORS, LLC is a Rhinelander, Wisconsin based Financial Planning firm with nearly $6,656,170,303 assets under management, offering retirement planning & investment advisory services to 3566 clients. The firm is staffed with 20 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	143848
SEC#	801-67872
Assets Managed by Firm	$6,656,170,303
No. of Clients	3566
No. of Advisors	20

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (PROJECT FEES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (CAPITAL CENTRAL SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	3566	$6,656,170,303
Individuals (other than high net worth individuals)	671	$67,908,361
High net worth individuals	429	$1,479,483,495
Pension and profit sharing plans	35	$3,328,447,812
Charitable organizations	86	$1,544,207,972
Corporations or other businesses	8	$236,122,663

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TRUSTAGE INVESTMENT MANAGEMENT 5910 Mineral Point Rd Madison, WI, 53705	$35,460,961,000	350	64
MASON STREET ADVISORS, LLC 720 East Wisconsin Avenue Milwaukee, WI, 53202-4797	$28,558,864,166	31	14

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