Nils Dillon, financial advisor Rhinelander WI
93 score

Nils Dillon

CRD Number: 6041200
Current Firm: Heck Capital Advisors, LLC

Nils Dillon (CRD# 6041200) is an Investment Advisor Representative working at Heck Capital Advisors, LLC in Rhinelander, WI and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Heck Capital Advisors Milwaukee, WI Mar 2010 - Current 6
Unemployed Iola, WI Aug 2009 - Mar 2010 < 1
Chippewa Falls Main Street Chippewa Falls, WI Jun 2009 - Aug 2009 < 1
Unemployed Iola, WI Aug 2008 - Jun 2009 < 1
University Of Wi- Eau Claire Eau Claire, WI May 2008 - Aug 2008 < 1
Unemployed Iola, WI Aug 2007 - May 2008 < 1
University Of Wi - Eau Claire Eau Claire, WI May 2007 - Aug 2007 < 1
Student Stevens Point, WI May 2005 - Aug 2007 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2010
Contact Info for Nils J. Dillon
Phone Number: 715-361-1500
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    3,068
    MILLIONS
  • Total Number of Accounts
    1,742
    ACCOUNTS
  • Average Account Value
    $1,761,360
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

CA, CO, FL, IL, IN, MI, MN, NC, NE, TX, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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