Jacob Klaus is a CFP-designated registered investment advisor at Heck Capital Advisors, LLC, based in Green Bay, WI, with 1 years of industry experience. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,160 clients with $9.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The firm does not directly manage investments. Instead, they connect you with a third-party portfolio manager. The fees you pay will depend on the specific manager you choose. The firm receives a portion of the fees paid to the portfolio manager.
Location
200 S Washington St, Suite 300, Green Bay, WI, 54301
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jacob owns and oversees the management of a seasonal restaurant, Dairy Cove Drive In Acquisition, LLC, which takes about a quarter of his time during peak season. He also owns two real estate holding companies, SEM Properties LLC and Cove Properties, LLC, requiring minimal time and a few hours per week, respectively.
Employment History
Current Registrations
Heck Capital Advisors, LLC
State Registrations2 states
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