Samuel John Brettingen

Employer firm

Heck Capital Advisors, LLC CRD 143848

$11.3B regulatory AUM 57 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• CAPITAL CENTRAL SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2020 → 01/2022
  Mutual Of Omaha Insurance Company
  Waukesha, WI
• 09/2020 → 01/2022
  Mutual Of Omaha Investor Services
  Omaha, NE
• 04/2014 → 09/2020
  Bass Lake Golf Course
  Deerbrook, WI
• 01/2022 → Present
  Heck Capital Advisors
  Rhinelander, WI

Previous Registrations

• 2021-04-26 → 2022-02-02
  Mutual Of Omaha Investor Services, Inc.
  Waukesha, WI
  La Crosse, WI

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-04-26

Other Names

• Sam John Brettingen