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Olivia Helen Stoll

Heck Capital Advisors, LLC

Rhinelander, WI

CRD 7149924

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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:

Current Employers
Heck Capital Advisors, Llc

15 East Anderson Street, Rhinelander, WI 54501 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2019-08-01
WI RA APPROVED 2019-08-01
  • MN RA
    APPROVED
    Since 2019-08-01
  • WI RA
    APPROVED
    Since 2019-08-01

Branch Locations

15 East Anderson Street, Rhinelander, WI 54501 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Full-Time Education Milwaukee WI 09/2013 05/2017
University Of Wisconsin - Milwaukee Milwaukee WI 08/2016 05/2017
Wipfli Llp Rhinelander WI 06/2017 04/2019
Heck Capital Advisors Rhinelander WI 05/2019 Present
  • 09/2013 → 05/2017
    Full-Time Education
    Milwaukee, WI
  • 08/2016 → 05/2017
    University Of Wisconsin - Milwaukee
    Milwaukee, WI
  • 06/2017 → 04/2019
    Wipfli Llp
    Rhinelander, WI
  • 05/2019 → Present
    Heck Capital Advisors
    Rhinelander, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-08-01
  • S65 Uniform Investment Adviser Law Examination
    2019-08-01
Other Names
  • Olivia Helen Nitke

View on SEC IAPD

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