Matthew R. Heckler

K2 WEALTH MANAGEMENT LLC

CHICAGO, IL 60622

Some features on this profile are disabled

CRD#: 5580977

Professional summary

Matthew Ross Heckler, who also goes by Matt Heckler, is a registered financial advisor currently at K2 WEALTH MANAGEMENT LLC located in Chicago, Illinois.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Matthew has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matt Heckler

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.

Insurance Licensed Life and Health

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Ross Heckler's 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 18, 2024 - Present

K2 WEALTH MANAGEMENT LLC

Office #1: 1200 N. Ashland Ave. Suite 500, Chicago, IL 60622

RIA

CRD#: 332264

CHICAGO, IL

Past

January 6, 2025 - January 6, 2025

KOVITZ INVESTMENT GROUP PARTNERS, LLC

RIA

CRD#: 282241

Chicago, IL

Past

March 18, 2024 - December 31, 2024

KOVITZ INVESTMENT GROUP PARTNERS, LLC

RIA

CRD#: 282241

Chicago, IL

Past

September 10, 2020 - March 21, 2024

TELEMUS CAPITAL, LLC

RIA

CRD#: 168794

Chicago, IL

Past

April 1, 2017 - August 6, 2020

CERITY PARTNERS LLC

RIA

CRD#: 151559

Chicago, IL

Past

January 5, 2015 - May 16, 2016

GOLDMAN SACHS WEALTH SERVICES, L.P.

RIA

CRD#: 106693

DEERFIELD, IL

Past

January 5, 2015 - May 16, 2016

MERCER ALLIED COMPANY, L.P.

CRD#: 37404

DEERFIELD, IL

Past

September 25, 2012 - January 6, 2015

GOLDMAN SACHS & CO. LLC

CRD#: 361

NEW YORK, NY

Past

December 1, 2008 - October 5, 2012

GOLDMAN SACHS WEALTH SERVICES, L.P.

RIA

CRD#: 106693

PARSIPPANY, NJ

Past

October 2, 2008 - October 5, 2012

MERCER ALLIED COMPANY, L.P.

CRD#: 37404

PARSIPPANY, NJ

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

Colorado
(5/14/2025)

IAR

Illinois
(3/18/2024)

IAR

Kansas
(4/24/2025)

IAR

Nebraska
(2/18/2025)

IAR

New York
(5/30/2025)

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: 12/29/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 5/16/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/1/2008

General Securities Representative Examination

Current Firm

K2 WEALTH MANAGEMENT LLC

CRD#: 332264 / SEC#:

Colorado

Registered Investment Advisory firm - (5/14/2025 Approved)

Illinois

Registered Investment Advisory firm - (11/6/2024 Approved)

Kansas

Registered Investment Advisory firm - (4/24/2025 Approved)

Nebraska

Registered Investment Advisory firm - (2/14/2025 Approved)

New York

Registered Investment Advisory firm - (5/30/2025 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

1200 N. Ashland Ave. Suite 500, Chicago, IL 60622

Mailing Address

Phone number

(872) 227-7652

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

Similar Advisors

Michael Basile

COUNTRY CAPITAL MANAGEMENT COMPANY

Chicago, IL

James Flanagan

INDEPENDENT FINANCIAL GROUP, LLC

IAR

Downers Grove, IL

Louis Paster

UBS FINANCIAL SERVICES INC.

IAR

Chicago, IL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Matthew R. Heckler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Ross Heckler's CRS (Customer Relationship Summary).

Certified licenses

Experience

KOVITZ INVESTMENT GROUP PARTNERS, LLC

KOVITZ INVESTMENT GROUP PARTNERS, LLC

TELEMUS CAPITAL, LLC

CERITY PARTNERS LLC

GOLDMAN SACHS WEALTH SERVICES, L.P.

MERCER ALLIED COMPANY, L.P.

GOLDMAN SACHS & CO. LLC

GOLDMAN SACHS WEALTH SERVICES, L.P.

MERCER ALLIED COMPANY, L.P.

State Registrations and Notice Filings

Exams

Series 66

Date: 12/29/2014

SIE

Date: 5/16/2016

Series 7

Date: 10/1/2008

Current Firm

K2 WEALTH MANAGEMENT LLC

Contact information

Documents

Red Flags

Company Information

K2 WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

Similar Advisors