Investment adviser representative · Michael Traxler Wealth Management, LLC
Ted J. Hefty
CRD 7728132 · New Prague, MN
At a glance
Ted J. Hefty is an investment adviser representative with Michael Traxler Wealth Management, LLC in New Prague, MN, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Ted’s SEC record dates to 2023, about 3 years ago.
Current advisory firms
- Michael Traxler Wealth Management, LLCSince April 2023New Prague, MN · $195M in regulatory assets
- Berger Financial GroupSince August 2026New Prague, MN · $2.9B in regulatory assets
SEC adviser record
- Registered since
- 2023 (3 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Ted’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.