Henri Pitkanen (CRD# 6989618) is an Investment Advisor Representative working at Polen Capital Management, LLC in Boca Raton, FL and has over 5 years of experience in the finance industry.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 1235698
World Equity Group, Inc.
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Foreside Fund Distributors, LLC | Boca Raton, FL | Jul 2020 - Current | 3 |
| Polen Capital | Boca Raton, FL | Jun 2020 - Current | 3 |
| Oracle | Amsterdam, | Jun 2019 - May 2020 | < 1 |
| Bank Of America, N.a. | Miami, FL | Sep 2018 - May 2019 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Miami, FL | Jul 2018 - May 2019 | < 1 |
| Duke University | Durham, NC | Jul 2017 - May 2018 | < 1 |
| Nordea Bank | Helsinki, | Jan 2014 - Jun 2017 | 3 |
| Aalto University | Helsinki, | Sep 2013 - May 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2018 |
- FL
-
Total Assets Under Management43,239MILLIONS
-
Total Number of Accounts3,397ACCOUNTS
-
Average Account Value$12,728,571
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.