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RIA / WealthAdvisor17 years in industry

MATTHEW ROSS HECKLER

Advisor at K2 WEALTH MANAGEMENT LLC

CHICAGO, IL

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Search this name across graphsid dfx:ria:58360ee0-e827-2a2e-8834-ba66580a1d0c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 3
On other graphs: 0
Observed: Dec 1, 2008 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: K2 WEALTH MANAGEMENT LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 1, 2008earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 6
Exams: S66
First exam: Dec 29, 2014
First registration: Dec 1, 2008
Dual registered: no
Other names: Matt Heckler
IAPD individual key: 5580977

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
K2 WEALTH MANAGEMENT LLC	Independent wealth	Mar 18, 2024	n/a	yes	CHICAGO, IL	Current employment
NORTHCOAST ASSET MANAGEMENT LLC	Independent wealth	Jan 6, 2025	Jan 6, 2025	no	Chicago, IL	Previous registration
NORTHCOAST ASSET MANAGEMENT LLC	Independent wealth	Mar 18, 2024	Dec 31, 2024	no	Chicago, IL	Previous registration
TELEMUS CAPITAL, LLC	Former SEC adviser	Sep 10, 2020	Mar 21, 2024	no	Chicago, IL	Previous registration
CERITY PARTNERS LLC	Independent wealth	Apr 1, 2017	Aug 6, 2020	no	Chicago, IL\|NEW YORK, NY	Previous registration
GOLDMAN SACHS WEALTH SERVICES, L.P.	Bd affiliated wealth	Jan 5, 2015	May 16, 2016	no	DEERFIELD, IL	Previous registration
GOLDMAN SACHS WEALTH SERVICES, L.P.	Bd affiliated wealth	Dec 1, 2008	Oct 5, 2012	no	PARSIPPANY, NJ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
NORTHCOAST ASSET MANAGEMENT LLC	n/a	Jan 6, 2025	n/a	n/a	Departure no registered destination	Departure
NORTHCOAST ASSET MANAGEMENT LLC	K2 WEALTH MANAGEMENT LLC	Dec 31, 2024	Mar 18, 2024	-288	Firm change after gap	RIA to RIA
TELEMUS CAPITAL, LLC	NORTHCOAST ASSET MANAGEMENT LLC	Mar 21, 2024	Mar 18, 2024	-3	Firm change	RIA to RIA
CERITY PARTNERS LLC	TELEMUS CAPITAL, LLC	Aug 6, 2020	Sep 10, 2020	35	Firm change	RIA to RIA
GOLDMAN SACHS WEALTH SERVICES, L.P.	CERITY PARTNERS LLC	May 16, 2016	Apr 1, 2017	320	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
168794:282241:IL:2024-03-21	Mar 21, 2024	Mar 18, 2024	CHICAGO, IL	Firm change

Relationships

Registered with (5)

→ K2 WEALTH MANAGEMENT LLCRegistered adviserregistration: current employment
Mar 18, 2024 to presentfactForm ADV
→ NORTHCOAST ASSET MANAGEMENT LLCRegistered adviserregistration: previous registration
Jan 6, 2025 to Jan 6, 2025factForm ADV
→ TELEMUS CAPITAL, LLCRegistered adviserregistration: previous registration
Sep 10, 2020 to Mar 21, 2024factForm ADV
→ CERITY PARTNERS LLCRegistered adviserregistration: previous registration
Apr 1, 2017 to Aug 6, 2020factForm ADV
→ GOLDMAN SACHS WEALTH SERVICES, L.P.Registered adviserregistration: previous registration
Jan 5, 2015 to May 16, 2016factForm ADV

Dated events

Occurred
Jan 6, 2025
Advisor departed, no destination yet
Matthew Ross Heckler no longer registered at Northcoast Asset Management Llc; no later IA registration on IAPD
Form ADVobserved 3 days ago
Occurred
Dec 31, 2024
Advisor changed firm
Matthew Ross Heckler left Northcoast Asset Management Llc for K2 Wealth Management Llc (registered 2024-03-18)
Form ADVobserved 3 days ago
Occurred
Mar 21, 2024
Advisor changed firm
Matthew Ross Heckler left Telemus Capital, Llc for Northcoast Asset Management Llc (registered 2024-03-18)
Form ADVobserved 3 days ago