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15 East Anderson Street, Rhinelander, WI 54501 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-08-21 |
Branch Locations
833 East Michigan Street Suite 1460, Milwaukee, WI 53202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bancorp Investments, Inc. | Sussex | WI | 07/2015 | 07/2025 |
| U.S. Bank | Sussex | WI | 07/2015 | 06/2022 |
| Heck Capital Advisors | Rhinelander | WI | 08/2025 | Present |
American Heart Association; not investment-related; Milwaukee, WI; Board of Directors; Board of Directors; 7/29/2021; 4 hours/month; 0 hours/trading; provide guidance to grow awareness of American Heart Association.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 2012-07-12 |
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