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Heck Capital Advisors, LLC CRD 143848
$11.3B regulatory AUM 57 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
15 East Anderson Street, Rhinelander, WI 54501 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2017-06-14 |
| TX | RA | APPROVED_RES | 2007-05-18 |
| WI | RA | APPROVED | 2007-05-18 |
Branch Locations
15 East Anderson Street, Rhinelander, WI 54501 • United States
West End Plaza 1660 S Highway 100, Suite 500 - Suite Office 5504, St Louis Park, MN 55416 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Heck Capital Advisors, Llc | Rhinelander | WI | 05/2007 | Present |
Board Member of Aspirus Inc. 2021. Non Investment-related. Wausau, WI. Approximately 5 hours per month during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 1992-12-21 |
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