Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Daniel Klaus is a financial advisor with Heck Capital Advisors, LLC. Jacob has been in the financial services industry since 2014. Jacob is registered to provide investment advice in Minnesota and Wisconsin. Jacob holds the Certified Financial Planner (CFP) designation. Jacob's clients include high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Jacob has experience in financial planning, portfolio management for individuals and businesses, and selection of other advisors. Jacob is also the owner of several non-investment related businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Capital central services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Project fees
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WI
03/26/2024 - Present
Heck Capital Advisors, LLC (Green Bay WI)
Active
Inactive
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