Advisor at Heritage Asset Managers, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Heritage Asset Managers, Inc.
Location
Little Rock, AR
Credentials
Series 63, Series 65
Industry experience
56 years
Frank Hiegel is a financial advisor with Heritage Asset Managers, Inc. in Little Rock, AR, holding Series 63 and Series 65 licenses and bringing 56 years of industry experience. Prior to joining Heritage in 2018, he worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. He is also the owner of K & F Hiegel LLC, an investment-related business. Heritage Asset Managers, Inc. provides discretionary portfolio management and consult-only investment advice to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm emphasizes customized portfolios with a focus on diversification and cost control, utilizing a mix of individual securities and pooled investment vehicles.
Based on Heritage Asset Managers, Inc.
Negotiable up to a maximum of 2.5% annually
Little Rock, AR
Arkansas · Louisiana · Texas
Heritage Asset Managers, Inc.
2018 - Present (8 years)
Morgan Stanley Private Bank, National Association
2015 - 2018 (3 years)
Morgan Stanley Smith Barney
2009 - 2018 (9 years)
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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CFP®
Little Rock, AR
Sound Capital
Will founded Sound Capital in 2019, after more than 7 years in the wealth management industry. Prior to launching Sound Capital, he spent one year advising military families at the Little Rock Air Force Base and 6 years working as a Financial Consultant at Stephens Inc. He earned a Bachelor of Science in Finance and General Business from the University of Arkansas in Fayetteville and his Master of Business Administration from the University of Arkansas in Little Rock. He holds the designation of Certified Financial Planner (CFP®). Will is an Arkansas native who enjoys spending time with his wife, Liz, and their daughters, Finley and Jemma. You can typically find Will at the zoo, Museum of Discovery, or a park with his family. He enjoys going out to eat, watching movies, and traveling on those rare occasions away from his kids. “I enjoy working with people and trying to make their lives better. I want my clients to know that they are an extension of my family. I am grateful that they have asked me to grow with them, not only financially but personally and professionally. ”
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