Ted Hefty has been an investment adviser representative at Michael Traxler Wealth Management since April 2023, and is not listed among the firm’s executive officers or direct owners. Ted Hefty holds a BS in Accounting with a minor in Business Administration from SMSU.
Michael Traxler Wealth Management, LLC is a New Prague, MN firm with $195M under management, 433 clients and 4 advisers across 2 offices, as of its February 2026 filing.
Ted Hefty is Financial Advisor/Administration/IT of Michael Traxler Wealth Management, LLC, based in New Prague, MN. He worked at Walmart for 13 years and then as a unit manager at Seagate Technology's Bloomington factory. He came to Michael Traxler Wealth Management in May 2022 and helps in operations, IT and administration, and in April 2023 he became a licensed Investment Advisor Representative.
Ted Hefty’s longest registration is the current one, 3 years at Michael Traxler Wealth Management since 2023.
- Berger Financial GroupAlso current– present · under a yearNew Prague , MN · Adviser representative · Firm CRD 308174
- – present · 3 yearsNew Prague, MN · Adviser representative · Firm CRD 285427
Investment adviser representative registrations
Ted Hefty is registered as an investment adviser representative in 2 states. The first approvals date from April 2023; the most recent is Texas, in January 2025.
- MinnesotaSince 18 April 2023
- TexasSince 17 January 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 3 April 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Ted Jacob Hefty
- CRD
- 7728132
- Firm
- Michael Traxler Wealth Management · CRD 285427
- Office
- 222 MAIN ST. E., New Prague, MN 56071
- Registration
- Investment adviser registration
- In the industry since
- April 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- michaeltraxler.com
Where does Ted Hefty work?
Ted Hefty is an investment adviser representative registered through Michael Traxler Wealth Management, LLC since April 2023, and is not listed among the firm’s executive officers or direct owners.
Is Ted Hefty a financial advisor?
Yes. Ted Hefty has a current investment-adviser registration in Minnesota and Texas, through Michael Traxler Wealth Management since April 2023.
How many years of experience does Ted Hefty have?
Ted Hefty has 3 years in the financial industry, since April 2023, across 2 adviser firms.
What exams has Ted Hefty passed?
Ted Hefty passed the Series 65 in April 2023.
Where is Ted Hefty based?
Ted Hefty’s registered office is in New Prague, MN.
Is Ted Hefty registered with FINRA?
No. Ted Hefty has no current broker registration.
How can I verify Ted Hefty’s record?
Search CRD 7728132 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ted Hefty’s full registration record.
