Unclaimed Profile

Robert George Heck

HECK CAPITAL ADVISORS, LLC·RHINELANDER, Wisconsin

Series 1, Series 5, Series 63, Series 6519 years registeredHECK CAPITAL ADVISORS, LLC

15 EAST ANDERSON STREET, RHINELANDER, WI 54501CRD# 241328Firm CRD# 143848

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert George Heck · RHINELANDER, WI

Registration

CRD #241328 · HECK CAPITAL ADVISORS, LLC · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: HECK CAPITAL ADVISORS, LLC

HECK CAPITAL ADVISORS, LLC

May 2007 – Jan 2022

RHINELANDER, WI

Registrations & Exams

FINRA examinations passed

Series 1

Series 5

Series 63

Series 65

Registration record

First registered · May 18, 2007

Years registered · 19

Disclosure History

1985Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

HECK CAPITAL ADVISORS, LLC

CRD 143848 · SEC 801-67872

AUM

$6.7B

Regulatory assets under management

Employees

3,566 client accounts

Services offered by HECK CAPITAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at HECK CAPITAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Robert George Heck offer?

Robert George Heck specializes in Financial Planning, Investment Management, Wealth Management.

What are Robert George Heck's credentials?

Robert George Heck is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert George Heck located?

Robert George Heck is based in RHINELANDER, Wisconsin, last registered with HECK CAPITAL ADVISORS, LLC.

How does Robert George Heck charge for services?

Robert George Heck's firm is compensated through percentage of aum, hourly charges, subscription fees, other: project fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HECK CAPITAL ADVISORS, LLC?

HECK CAPITAL ADVISORS, LLC has approximately 20 employees and manages $6.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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