Inactive

Matthew Ross Heckler

K2 Wealth Management LLC

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Current Employers

K2 Wealth Management Llc

1200 N. Ashland Ave. Suite 500, Chicago, IL 60622 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2026-04-14
NY	RA	APPROVED	2025-05-30
CO	RA	APPROVED	2025-05-14
KS	RA	APPROVED	2025-04-24
NE	RA	APPROVED	2025-02-18
IL	RA	APPROVED	2024-03-18

TX RA
APPROVED_RES

Since 2026-04-14
NY RA
APPROVED

Since 2025-05-30
CO RA
APPROVED

Since 2025-05-14
KS RA
APPROVED

Since 2025-04-24
NE RA
APPROVED

Since 2025-02-18
IL RA
APPROVED

Since 2024-03-18

Branch Locations

1200 N. Ashland Ave. Suite 500, Chicago, IL 60622 • 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

Organization	City	State	From	To
Hpm Partners Llc	Chicago	IL	01/2017	08/2020
N/A	N/A	IL	06/2016	12/2016
Telemus Capital, Llc	Southfield	MI	08/2020	03/2024
Kovitz Investment Group Partners, Llc	Southfield	MI	03/2024	12/2024
K2 Wealth Management Llc	Chicago	IL	01/2025	Present

01/2017 → 08/2020

Hpm Partners Llc

Chicago, IL
06/2016 → 12/2016

N/A

N/A, IL
08/2020 → 03/2024

Telemus Capital, Llc

Southfield, MI
03/2024 → 12/2024

Kovitz Investment Group Partners, Llc

Southfield, MI
01/2025 → Present

K2 Wealth Management Llc

Chicago, IL

Previous Registrations

2025-01-06 → 2025-01-06

Northcoast Asset Management Llc

Chicago, IL
2024-03-18 → 2024-12-31

Northcoast Asset Management Llc

Chicago, IL
2020-09-10 → 2024-03-21

Telemus Capital, Llc

Chicago, IL
2017-04-01 → 2020-08-06

Cerity Partners Llc

Chicago, IL

New York, NY
2015-01-05 → 2016-05-16

Goldman Sachs Wealth Services, L.P.

Deerfield, IL
2008-12-01 → 2012-10-05

Goldman Sachs Wealth Services, L.P.

Parsippany, NJ

Other Businesses

Insurance Licensed Life and Health

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-12-29

S66 Uniform Combined State Law Examination

2014-12-29

Other Names

Matt Heckler

View on SEC IAPD

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