Martin A. Owens

HECK CAPITAL ADVISORS

Minnetonka, MN 55305

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CRD#: 2434503

Professional summary

Martin Andrew Owens, who also goes by Marty Owens, is a registered financial advisor currently at HECK CAPITAL ADVISORS, LLC located in Minnetonka, Minnesota.

Martin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Martin has worked at 10 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Marty Owens

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Martin Andrew Owens's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 24, 2022 - Present

HECK CAPITAL ADVISORS, LLC

Office #1: 601 Carlson Pkwy - Suite 1055, Minnetonka, MN 55305

RIA

CRD#: 143848

Minnetonka, MN

Past

April 15, 2019 - March 9, 2022

DIMENSIONAL FUND ADVISORS LP

RIA

CRD#: 106482

AUSTIN, TX

Past

April 15, 2019 - March 9, 2022

DFA SECURITIES LLC

CRD#: 10292

AUSTIN, TX

Past

May 10, 2016 - March 15, 2019

RAFFERTY CAPITAL MARKETS, LLC

CRD#: 23682

GARDEN CITY, NY

Past

November 4, 2013 - March 15, 2019

LEUTHOLD WEEDEN CAPITAL MANAGEMENT

RIA

CRD#: 105826

MINNEAPOLIS, MN

Past

July 21, 2003 - December 10, 2015

WEEDEN & CO.L.P.

RIA

CRD#: 16835

MINNEAPOLIS, MN

Past

June 18, 2003 - December 10, 2015

WEEDEN & CO.L.P.

CRD#: 16835

MINNEAPOLIS, MN

Past

January 4, 1996 - July 16, 1998

GT GLOBAL, INC.

CRD#: 19587

SAN FRANCISCO, CA

Past

August 29, 1995 - January 11, 1996

MONTGOMERY SECURITIES

CRD#: 4357

SAN FRANCISCO, CA

Past

December 23, 1994 - June 20, 1995

PNC BROKERAGE CORP

CRD#: 34671

PITTSBURGH, PA

Past

November 21, 1994 - December 23, 1994

PNC CAPITAL MARKETS LLC

CRD#: 15647

PITTSBURGH, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

HECK CAPITAL ADVISORS, LLC

H CONSULTING, LLC | HECK CAPITAL ADVISORS, LLC | HECK CAPITAL ADVISORS

CRD#: 143848 / SEC#: 801-67872

RIA

Registered Investment Advisory firm - (5/14/2007 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Minnesota
(3/24/2022)

IAR

Wisconsin
(3/24/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/17/2003

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/29/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/17/2003

General Securities Representative Examination

Current Firm

HECK CAPITAL ADVISORS, LLC

H CONSULTING, LLC | HECK CAPITAL ADVISORS, LLC | HECK CAPITAL ADVISORS

CRD#: 143848 / SEC#: 801-67872

RIA

Registered Investment Advisory firm - (5/14/2007 Approved)

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Contact information

Main Address

15 East Anderson Street, Rhinelander, WI 54501

Mailing Address

Po Box 738, Rhinelander, WI 54501

Phone number

(715) 361-1500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (23 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A, APPENDIX 1 AND SCHEDULE 2B (3/14/2025)

Regulatory assets under management

Total Number of Accounts	3,815
AUM (Assets Under Management)	$ 9,670,498,771

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Martin A. Owens

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Martin Andrew Owens's CRS (Customer Relationship Summary).

Certified licenses

Experience

DIMENSIONAL FUND ADVISORS LP

DFA SECURITIES LLC

RAFFERTY CAPITAL MARKETS, LLC

LEUTHOLD WEEDEN CAPITAL MANAGEMENT

WEEDEN & CO.L.P.

WEEDEN & CO.L.P.

GT GLOBAL, INC.

MONTGOMERY SECURITIES

PNC BROKERAGE CORP

PNC CAPITAL MARKETS LLC

Primary Firm SEC Registration

HECK CAPITAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/17/2003

Series 63

Date: 9/29/1995

SIE

Date: 10/1/2018

Series 7

Date: 6/17/2003

Current Firm

HECK CAPITAL ADVISORS, LLC

Contact information

SEC notice filing (23 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HECK CAPITAL ADVISORS, LLC

TRUST BUT VERIFY

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