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Bruce Heling

Bruce R. Heling, CFP® CPA
President and Chief Investment Officer

Named a FIVE STAR Best in Client Satisfaction Wealth Manager for 2009, an honor awarded to only 7% of practitioners in the Milwaukee area.


         University of Wisconsin – Oshkosh, 1975,
         Bachelor’s of Business Administration (Accounting)
         College for Financial Planning, 1989

Professional Experience – Other Professional Financial Positions
         Senior Tax Accountant, Price Waterhouse (1975 – 1979)
         Treasurer, Baker Perkins, Inc. (1979 – 1984)
         Manager, Treasury Services, Allen-Bradley Company (1984 – 1985)

Professional Experience – Personal Financial Planning
         Financial Planner / Training Manager, IDS Financial Services (1986 – 1988)
         Vice President, KL Financial Advisors, Inc. (1988 – 1991)
         Owner, Heling Associates, Inc. (1991 – present)

Professional Credentials
         Certified Public Accountant (CPA) since 1978
         Certified Financial Planner certificant (CFP®) since 1989
         Life / Health Insurance Licensee (Wisconsin)
         Author of articles published in trade and professional journals

 Professional Affiliations and Leadership Positions
        Past President / Chair of the Financial Planning Association of Southern Wisconsin
         Member, American Institute of Certified Public Accountants (AICPA)
         Member, Wisconsin Institute of Certified Public Accountants (WICPA)
         Past Chair, Personal Financial Planning Committee


Bruce is a Vietnam veteran (US Navy, 1969 – 1973). He lives with his wife Kathryn, an educational psychologist and children’s book author, in Brookfield, Wisconsin. They have a grown son, Joshua, who lives with his family in Madison.  In his spare time, Bruce enjoys golf, gardening, films, reading (history, culture, spiritual growth), and the occasional home improvement project.


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