JK
Jacob D. Klaus
HECK CAPITAL ADVISORS
Green Bay, WI 54301
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CRD#: 5156193
JK
Professional summary
Jacob Daniel Klaus is a registered financial advisor currently at HECK CAPITAL ADVISORS, LLC located in Green Bay, Wisconsin.
Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Jacob has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Dairy Cove Drive In Acquisition, LLC, non investment-related, 100 W Nabor Rd Cecil WI 54111, Restaurant, Owner, Purchased in 2022, 40 hours/month May-September during non-trading hours. Own and oversee management of this seasonal business. SEM Properties LLC, non investment related real estate holding company. This LLC holds commercial real estate located at 100 W Nabor Rd Cecil WI 54111, owner, purchased in 2022. 5 hours per month during non-trading hours. Cove Properties, LLC, non investment related real estate holding company. This LLC holds a rental property located at 203 Mathew Ln Cecil WI 54111, owner, purchased in 20222. 10 hours per month during non-trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Jacob Daniel Klaus's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 26, 2024 - Present
HECK CAPITAL ADVISORS, LLC
Office #1: 200 S Washington St Suite 300, Green Bay, WI 54301RIA
CRD#: 143848
Green Bay, WI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
HC
HECK CAPITAL ADVISORS, LLC
H CONSULTING, LLC | HECK CAPITAL ADVISORS, LLC | HECK CAPITAL ADVISORS
CRD#: 143848 / SEC#: 801-67872
RIA
Registered Investment Advisory firm - (5/14/2007 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Minnesota(3/26/2024)
IAR
Wisconsin(3/26/2024)
Exams
Current Firm
HC
HECK CAPITAL ADVISORS, LLC
H CONSULTING, LLC | HECK CAPITAL ADVISORS, LLC | HECK CAPITAL ADVISORS
CRD#: 143848 / SEC#: 801-67872
RIA
Registered Investment Advisory firm - (5/14/2007 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
15 East Anderson Street, Rhinelander, WI 54501
Mailing Address
Po Box 738, Rhinelander, WI 54501
Phone number
(715) 361-1500
Established
Firm type
Fiscal year end
# of Employees
26
SEC notice filing (23 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,815 |
| AUM (Assets Under Management) | $ 9,670,498,771 |
Red Flags
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