Todd L. Manteufel Jr

Financial Planning / Client Relationships
Associate

TJ Manteufel is a member of our Financial Advisory team, serving as a Financial Planning / Client Relationships Associate, and is based in Heck Capital’s Milwaukee office. TJ graduated from Bradley University with a Bachelor of Science degree in Finance. TJ was previously with Prudential Financial and passed his SIE - Securities Industry Essentials, Series 7 – General Securities Representative Qualification Examination, and Series 66 – NASAA Uniform Combined State Law Examination in 2024. He is State of Wisconsin Life & Health Insurance licensed and is working towards additional professional certifications. TJ is responsible for providing investment advice and recommendations to individual clients and families, developing formal financial plan outputs, and establishing new client relationships. In addition, TJ develops client proposals and reports for individuals and families in conjunction with other advisors. TJ is well-versed in helping individuals reach their financial goals through disciplined investing and financial planning. TJ gives back to his community through his service to the Pediatric Brain Tumor Foundation.

 

Heck Capital Advisors Start Date: 2024

Fun Fact: I played Division 1 Baseball in college.

What do you enjoy most about working at HCA?: I enjoy being a part of a great culture and working with a great group of people who work together to ensure the best results for our clients.

What do you hope to achieve for your clients?: I hope to build long lasting relationships built on trust, confidence, and friendliness and achieve financial success for my clients.