Jacob Daniel Klaus

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2024 → Present
  Heck Capital Advisors, Llc
  Green Bay, WI
• 04/2019 → 01/2024
  Nicolet National Bank
  Green Bay, WI
• 04/2016 → 04/2019
  Whittier Trust Company Of Nevada
  Reno, NV

Other Businesses

Dairy Cove Drive In Acquisition, LLC, non investment-related, 100 W Nabor Rd Cecil WI 54111, Restaurant, Owner, Purchased in 2022, 40 hours/month May-September during non-trading hours. Own and oversee management of this seasonal business. SEM Properties LLC, non investment related real estate holding company. This LLC holds commercial real estate located at 100 W Nabor Rd Cecil WI 54111, owner, purchased in 2022. 5 hours per month during non-trading hours. Cove Properties, LLC, non investment related real estate holding company. This LLC holds a rental property located at 203 Mathew Ln Cecil WI 54111, owner, purchased in 20222. 10 hours per month during non-trading hours.

Designations

• Certified Financial Planner