Best Investors Account Sign in
Inactive

Samuel Joseph Rufer

Heck Capital Advisors, LLC

Milwaukee, WI

Rhinelander, WI

CRD 7537840

Claim This Profile
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

AuthorityCategoryStatusDate
WI RA APPROVED 2022-05-23
  • WI RA
    APPROVED
    Since 2022-05-23

Branch Locations

833 East Michigan St Suite 1460, Milwaukee, WI 53202 • United States

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
Heck Capital Advisors Llc Milwaukee WI 01/2022 Present
Target Janesville WI 12/2018 01/2022
Peir 1 Imports Janesville WI 12/2017 08/2019
Student Janesville WI 09/2005 06/2017
Student Salisbury NC 08/2017 05/2021
  • 01/2022 → Present
    Heck Capital Advisors Llc
    Milwaukee, WI
  • 12/2018 → 01/2022
    Target
    Janesville, WI
  • 12/2017 → 08/2019
    Peir 1 Imports
    Janesville, WI
  • 09/2005 → 06/2017
    Student
    Janesville, WI
  • 08/2017 → 05/2021
    Student
    Salisbury, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-05-23
  • S65 Uniform Investment Adviser Law Examination
    2022-05-23
Other Names
  • Samuel J Rufer

View on SEC IAPD

Nearby Firms

ROBERT W. BAIRD & CO. INCORPORATED
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLC
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC

Nearby Investors

GREGORY BERNARD GREENHOUSE
GREGORY S PINSKY
SCOTT JOHN HANSON

Nearby Offices

ROBERT W. BAIRD & CO. INCORPORATED · MILWAUKEE, WI
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLC · MILWAUKEE, WI
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC · MILWAUKEE, WI

More in Milwaukee, WI

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor