Gary KellenCRD 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.
Commonwealth Financial Network
Cambridge Investment Research Advisors, Inc.
Packerland Brokerage Services, Inc.
|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|
Total Assets Under Management3,068MILLIONS
Total Number of Accounts1,742ACCOUNTS
Average Account Value$1,761,360
- A percentage of assets under your management
- Hourly charges
- 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)
CA, CO, FL, IL, IN, MI, MN, NC, NE, TX, WI