Matthew Heckler (CRD# 5580977) is an Investment Advisor Representative working at Kovitz Investment Group Partners, LLC in Chicago, IL and has over 9 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kovitz Investment Group Partners, LLC | Southfield, MI | Mar 2024 - Current | < 1 |
| Telemus Capital, LLC | Southfield, MI | Aug 2020 - Mar 2024 | 3 |
| Hpm Partners LLC | Chicago, IL | Jan 2017 - Aug 2020 | 3 |
| N/a | N/a, IL | Jun 2016 - Dec 2016 | < 1 |
| The Ayco Company, L.p./mercer Allied | Deerfield, IL | Jan 2015 - May 2016 | 1 |
| The Ayco Company, L.p./goldman, Sachs & Company | New York, NY | Sep 2012 - Dec 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2014 |
- IL
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Total Assets Under Management11,291MILLIONS
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Total Number of Accounts11,848ACCOUNTS
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Average Account Value$952,967
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI
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