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John Robert Moore

Investment Adviser Representative at HECK Capital Advisors, LLC

Milwaukee, WICRD #5001004Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
9 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

John Robert Moore is an investment adviser representative with HECK Capital Advisors, LLC in Milwaukee, WI, where they have been registered since 2023. They have worked in the securities industry since 2017 and have been registered with 3 firms, including CMJ Partners, LLC and Robert W. Baird & Co. Incorporated. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Minnesota and Wisconsin.

Office

833 East Michigan St, Suite 1460
Milwaukee, WI 53202

Advisors at this office: 3

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Minnesota, Wisconsin

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 1/10/2006
Series 87
Research Analyst Exam - Part II Regulations Module
Passed 4/24/2006
Series 86
Research Analyst Exam - Part I Analysis Module
Passed 2/13/2006
Series 7
General Securities Representative Examination
Passed 10/13/2005

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

HECK Capital Advisors, LLCCurrent
5/24/2023 – Milwaukee, WI
CMJ Partners, LLC
11/16/2010 – 12/31/2011Vero Beach, FL
Robert W. Baird & Co. Incorporated
1/11/2006 – 9/14/2010Milwaukee, WI

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Skylands Capital, LLC
    Jan 2014 – Apr 2023Milwaukee, WI
  2. Heck Capital Advisors
    May 2023 – no end date reported15 E Anderson St, WI

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.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other Advisers
Firm areas of expertise
Investment AdvisoryInstitutional ServicesFinancial PlanningPortfolio ManagementIndependent RIAFiduciaryEndowments And FoundationsERISA Retirement PlansWealth ManagementInvestment Research

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

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

View full firm profile

Other advisors at HECK Capital Advisors, LLC

Showing 12 of 25 in the directory

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. John Robert Moore 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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