Inactive

Jack J Wasserman

Heck Capital Advisors, LLC

Rhinelander, WI

CRD 8287974

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Employer firm

Heck Capital Advisors, LLC CRD 143848

$11.3B regulatory AUM 57 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
CAPITAL CENTRAL SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers

Heck Capital Advisors, Llc

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

Current Registrations

Authority	Category	Status	Date
MN	RA	APPROVED	2026-06-26
WI	RA	APPROVED	2026-06-26

MN RA
APPROVED

Since 2026-06-26
WI RA
APPROVED

Since 2026-06-26

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

Organization	City	State	From	To
Heck Capital Advisors	Rhinelander	WI	08/2025	Present
Student	Haratland	WI	08/2010	08/2025

08/2025 → Present

Heck Capital Advisors

Rhinelander, WI
08/2010 → 08/2025

Student

Haratland, WI

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-06-26

S65 Uniform Investment Adviser Law Examination

2026-06-26

Other Names

Jack Wasserman

View on SEC IAPD

Nearby Firms

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Nearby Investors

RYAN CRAIG HETLAND

DAVID J HOLPERIN

Nearby Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · RHINELANDER, WI

COMMONWEALTH FINANCIAL NETWORK · RHINELANDER, WI

EQUITABLE ADVISORS, LLC · RHINELANDER, WI

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