Samuel Rufer (CRD# 7537840) is an Investment Advisor Representative working at Heck Capital Advisors, LLC in Milwaukee, WI and has 1 year of experience in the finance industry.
CRD# 170
Mutual Of Omaha Investor Services, Inc.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Heck Capital Advisors LLC | Milwaukee, WI | Jan 2022 - Current | 2 |
Target | Janesville, WI | Dec 2018 - Jan 2022 | 3 |
Student | Salisbury, NC | Aug 2017 - May 2021 | 3 |
Peir 1 Imports | Janesville, WI | Dec 2017 - Aug 2019 | 1 |
Student | Janesville, WI | Sep 2005 - Jun 2017 | 11 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | May 2022 |
- WI
-
Total Assets Under Management6,656MILLIONS
-
Total Number of Accounts3,566ACCOUNTS
-
Average Account Value$1,866,565
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AR, AZ, CA, CO, FL, IL, IN, LA, MI, MN, NC, NE, NH, NJ, NV, PA, TX, VA, WI
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