Rob Heck

Focus Areas

Retirement Planning

Investment Management

Tax Planning & Optimization

About the Financial Advisor

Rob is passionate about helping his clients achieve their financial goals and building lasting relationships founded on trust, education, and personalized guidance. He believes his role is to empower clients with the knowledge and options they need to make informed, confident financial decisions.

Based in Minneapolis, MN, Rob focuses on serving professionals and retirees through every stage of their financial journey. He helps clients build wealth, prepare for and transition into retirement, and develop legacy plans that preserve their wealth and create a lasting impact for future generations.

Education and Designations

• Bachelor’s degree in criminal justice from St. Cloud State University

Personal Life

Outside of the office, Rob enjoys playing golf, smoking meat, and taking on projects around the house. Rob and his wife, Brooke, have two sons, Eliott (born in 2021) and Emerson (born in 2023), who keep Mom and Dad on their toes!