Martin Owens is a CFA-designated registered investment advisor at Heck Capital Advisors, LLC, based in Minnetonka, MN, with 26 years of industry experience. Martin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,160 clients with $9.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The firm does not directly manage investments. Instead, they connect you with a third-party portfolio manager. The fees you pay will depend on the specific manager you choose. The firm receives a portion of the fees paid to the portfolio manager.
Location
601 Carlson Pkwy - Suite 1055, Minnetonka, MN, 55305
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Heck Capital Advisors, LLC
Previous Registrations
Dfa Securities LLCBroker
Dimensional Fund Advisors LP
Rafferty Capital Markets, LLCBroker
Leuthold Weeden Capital Management
Weeden & Co.l.p.
Weeden & Co.l.p.Broker
Gt Global, INC.Broker
Montgomery SecuritiesBroker
PNC Brokerage CORPBroker
PNC Securities CORPBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.