Donna M. Blamberg

HECK CAPITAL ADVISORS

Rhinelander, WI 54501

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CRD#: 2486406

Professional summary

Donna Marie Blamberg, who also goes by Donna M Blamberg, is a registered financial advisor currently at HECK CAPITAL ADVISORS, LLC located in Rhinelander, Wisconsin.

Donna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Donna has worked at 2 firms and has passed the Series 63, Series 7 and Series 8 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Donna M Blamberg

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 Donna Marie Blamberg'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

June 18, 2007 - Present

HECK CAPITAL ADVISORS, LLC

Office #1: 15 East Anderson Street, Rhinelander, WI 54501

RIA

CRD#: 143848

Rhinelander, WI

Past

May 28, 1997 - June 14, 2007

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

RHINELANDER, WI

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

Wisconsin
(6/18/2007)

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

Series 63

Date: 8/26/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 5/27/1997

General Securities Representative Examination

Principal/Supervisory Exam

Series 8

Date: 7/26/1999

General Securities Sales Supervisor Examination (Options Module & General Module)

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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Donna M. Blamberg

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donna Marie Blamberg's CRS (Customer Relationship Summary).

Certified licenses

Experience

HECK CAPITAL ADVISORS, LLC

CITIGROUP GLOBAL MARKETS INC.

Primary Firm SEC Registration

HECK CAPITAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 8/26/1997

Series 7

Date: 5/27/1997

Series 8

Date: 7/26/1999

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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