Nicole Best, financial advisor Milwaukee WI
93 score

Nicole Best

CRD Number: 3053329
Current Firm: Heartland Advisors, Inc.

Nicole Best (CRD# 3053329) is an Investment Advisor Representative working at Heartland Advisors, Inc. in Milwaukee, WI and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Alps Distributors, Inc. Denver, CO Jun 2010 - Current 6
Heartland Advisors, Inc. Milwaukee, WI May 2010 - Current 6
Brown Brothers Harriman & Company Boston, MA Aug 2008 - May 2010 1
Heartland Advisors, Inc. Milwaukee, WI Mar 1998 - Aug 2008 10
Heartland Investor Services, LLC Columbus, OH Dec 2001 - Jul 2007 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1998
S65 NASAA Investment Advisors Law Examination Feb 2004
Contact Info for Nicole J. Best
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
93
Clean Record
This advisor has a clean track record with regulators.

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