Jacob Daniel Klaus
Investment adviser representative at Heck Capital Advisors, LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$11.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Heck Capital Advisors, LLCJan 2024 to now
- Nicolet National BankApr 2019 to Jan 2024
- Whittier Trust Company of NevadaApr 2016 to Apr 2019
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (MN, WI).
Heck Capital Advisors, LLC
$11.3BAssets managed
1,133Clients
24Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5156193
- Firm CRD
- 143848