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Current Employers
Heck Capital Advisors, Llc

15 East Anderson Street, Rhinelander, WI 54501 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2026-06-25
WI RA APPROVED 2026-06-25
  • MN RA
    APPROVED
    Since 2026-06-25
  • WI RA
    APPROVED
    Since 2026-06-25

Branch Locations

15 East Anderson Street, Rhinelander, WI 54501 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jimmy Johns Tomah WI 04/2021 05/2026
Morgan Stanley - The Forward Group Middleton WI 05/2025 08/2025
Premier Insurance Solutions Tomah WI 05/2023 08/2023
Tomah High School - Student Tomah WI 09/2015 05/2022
The University Of Wisconsin-Madison Madison WI 09/2024 05/2026
Heck Capital Advisors Rhinelander WI 06/2026 Present
The University Of Wisconsin-Madison Madison WI 09/2022 05/2026
  • 04/2021 → 05/2026
    Jimmy Johns
    Tomah, WI
  • 05/2025 → 08/2025
    Morgan Stanley - The Forward Group
    Middleton, WI
  • 05/2023 → 08/2023
    Premier Insurance Solutions
    Tomah, WI
  • 09/2015 → 05/2022
    Tomah High School - Student
    Tomah, WI
  • 09/2024 → 05/2026
    The University Of Wisconsin-Madison
    Madison, WI
  • 06/2026 → Present
    Heck Capital Advisors
    Rhinelander, WI
  • 09/2022 → 05/2026
    The University Of Wisconsin-Madison
    Madison, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-20
  • S65 Uniform Investment Adviser Law Examination
    2026-06-20

View on SEC IAPD

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