Gary Kellen, financial advisor Rhinelander WI
96 score

Gary Kellen

CRD Number: 1082683
Current Firm: Heck Capital Advisors, LLC

Gary Kellen (CRD# 1082683) is an Investment Advisor Representative working at Heck Capital Advisors, LLC in Rhinelander, WI and has over 28 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Heck Capital Advisors, LLC Rhinelander, WI May 2007 - Current 10
Salomon Smith Barney Inc. Minneapolis, MN Dec 1996 - May 2007 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1989
Contact Info for Gary R. Kellen
Phone Number: 715-361-1500
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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