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15 East Anderson Street, Rhinelander, WI 54501 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-03-26 |
| WI | RA | APPROVED | 2024-03-26 |
Branch Locations
200 S Washington St Suite 300, Green Bay, WI 54301 • United States
15 East Anderson Street, Rhinelander, WI 54501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Heck Capital Advisors, Llc | Green Bay | WI | 01/2024 | Present |
| Nicolet National Bank | Green Bay | WI | 04/2019 | 01/2024 |
| Whittier Trust Company Of Nevada | Reno | NV | 04/2016 | 04/2019 |
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.
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