Bassel
Fouad
Heck Capital Advisors, LLC
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About this Advisor
Bassel Fouad is a financial advisor based in Milwaukee, Wisconsin, working with Heck Capital Advisors, LLC. Bassel has previously held positions at Marquette University, Oak Creek High School, Craig-Hallum Capital Group, Heck Capital Advisors, and as a student. Bassel has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Minnesota and Wisconsin. Currently, Bassel is part of Heck Capital Advisors, LLC, which operates out of Milwaukee, Wisconsin. The firm has 4 offices and 26 employees. Heck Capital Advisors, LLC manages assets totaling $9.7 billion and serves charitable organizations and high-net-worth individuals. The firm offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Heck Capital Advisors, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Heck Capital Advisors, LLC Brokerage Details
$9,670,498,771
26
3,815
$2,534,862
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Bassel Fouad Work History
Heck Capital Advisors
Craig-Hallum Capital Group
Marquette University
Oak Creek High School
Student
Disclosures
Please visit the SEC profile of Bassel Fouad to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Heck Capital Advisors, LLC
Rhinelander, WI
Rhinelander, WI
Milwaukee, WI
Rhinelander, WI
Milwaukee, WI
Green Bay, WI
Milwaukee, WI
Rhinelander, WI
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