AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
BO

Benjamin C. Opsal

HECK CAPITAL ADVISORS
Rhinelander, WI 54501
Some features on this profile are disabled
CRD#: 6437125
BO

Professional summary

Benjamin Christian Opsal is a registered financial advisor currently at HECK CAPITAL ADVISORS, LLC located in Rhinelander, Wisconsin.

Benjamin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Benjamin has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 Benjamin Christian Opsal'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

February 16, 2015 - Present

HECK CAPITAL ADVISORS, LLC

Office #1: 15 East Anderson Street, Rhinelander, WI 54501Office #2: 7760 France Ave. South, Ste 1100, Bloomington, MN 55435
RIA
CRD#: 143848
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".
HC
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
(6/4/2017)
IAR
Wisconsin
(2/16/2015)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/16/2015
Uniform Investment Adviser Law Examination

Current Firm

HC
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)
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
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
26

SEC notice filing (23 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts3,815
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.

Company Information

HECK CAPITAL ADVISORS, LLC

CRD#: 143848Rhinelander, WI 54501

TRUST BUT VERIFY

Monitor Benjamin Opsal

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

IM
Ian McleodAdvisorCheck Check Mark
IMPACT INVESTORS
IAR
San Francisco, CA
AC
Andrew CrockAdvisorCheck Check Mark
STRATEGIC ADVISERS LLC
IAR
RR
NORTH OLMSTED, OH
HS
Heidee SalcedoAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
PR
MINNEAPOLIS, MN
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics