Samuel Joseph Rufer
Investment adviser representative at Heck Capital Advisors, LLC
21 yearsExperience
1 stateRegistered in
$11.3BFirm assets
19 yearsFirm in business
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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
21 years in the industry.
- Heck Capital Advisors, LLCJan 2022 to now
- TargetDec 2018 to Jan 2022
- Peir 1 ImportsDec 2017 to Aug 2019
- StudentAug 2017 to May 2021
- StudentSep 2005 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (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
- 7537840
- Firm CRD
- 143848