Jacob Daniel Klaus
Investment Adviser Representative at HECK Capital Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jacob Daniel Klaus is an investment adviser representative with HECK Capital Advisors, LLC in Green Bay, WI, where they have been registered since 2024, the year they entered the securities industry. They are registered to provide investment advice in Minnesota and Wisconsin.
Registrations & licenses
- Investment adviser:
- Minnesota, Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Heck Capital Advisors, LLCJan 2024 – no end date reportedGreen Bay, WI
- Nicolet National BankApr 2019 – Jan 2024Green Bay, WI
- Whittier Trust Company of NevadaApr 2016 – Apr 2019Reno, NV
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About HECK Capital Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Investment advisory with proprietary research and institutional-quality investment selection; institutional services including discretionary and non-discretionary investment services; and financial planning for individuals and families.
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 25
- Offices listed on AdvisorFinder:
- 4
- Main office:
- Rhinelander, WI
- SEC file number:
- 801-67872
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 30, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jacob Daniel Klaus has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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