Kerry LaurinCRD Number: 3112165
Current Firm: Heartland Advisors, Inc.
Kerry Laurin (CRD# 3112165) is an Investment Advisor Representative working at Heartland Advisors, Inc. in Milwaukee, WI and has over 5 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
|Heartland Advisors, Inc.||Milwaukee, WI||Jul 2010 - Current||6|
|M&i Investment Management Corp.||Milwaukee, WI||Aug 2007 - Jul 2010||2|
|Mason Street Advisors, LLC||Milwaukee, WI||Aug 2004 - Aug 2007||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2010|
Total Assets Under Management2,691MILLIONS
Total Number of Accounts316ACCOUNTS
Average Account Value$8,516,858
- A percentage of assets under your management
- 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
CA, FL, IL, LA, MA, MD, MI, MN, MO, NJ, NY, OH, TN, TX, WI