Ashley Zeiher, financial advisor Milwaukee WI
90 score

Ashley Zeiher

CRD Number: 5969024
Current Firm: Heartland Advisors, Inc.

Ashley Zeiher (CRD# 5969024) is an Investment Advisor Representative working at Heartland Advisors, Inc. in Milwaukee, WI and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Alps Distributors, Inc. Denver, CO Nov 2011 - Current 5
Heartland Advisors, Inc. Milwaukee, WI Apr 2011 - Current 5
Vogel Consulting Group, S.c. Brookfield, WI Aug 2007 - Apr 2011 3
St. Mary's University - Compass Group, Inc. Winona, MN May 2007 - Jul 2007 < 1
Great Hunan Family Restaurant Winona, MN Apr 2002 - Jul 2007 5
Winona State University Philosophy Department Winona, MN Aug 2005 - May 2007 1
Winona Senior High School And Winona State University Winona, MN Aug 2001 - May 2007 5
Bob Welch Aquatic Center Winona, MN May 2003 - Aug 2006 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2011
S65 NASAA Investment Advisors Law Examination Feb 2012
Contact Info for Ashley J. Zeiher
Phone Number: 414-347-7777
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    2,691
    MILLIONS
  • Total Number of Accounts
    316
    ACCOUNTS
  • Average Account Value
    $8,516,858
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CA, FL, IL, LA, MA, MD, MI, MN, MO, NJ, NY, OH, TN, TX, WI

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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