Troy McGlone (CRD# 6387677) is an Investment Advisor Representative working at Heartland Advisors, Inc. in Milwaukee, WI and has over 9 years of experience in the finance industry.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
CRD# 5625693
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Heartland Advisors | Milwaukee, WI | Apr 2019 - Current | 5 |
| Alps Distributors, Inc. | Denver, CO | Sep 2014 - Current | 9 |
| Heartland Advisors | Milwaukee, WI | May 2014 - Apr 2019 | 4 |
| University Of Wisconsin -madison | Madison, WI | Sep 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2014 |
- WI
-
Total Assets Under Management1,980MILLIONS
-
Total Number of Accounts98ACCOUNTS
-
Average Account Value$20,206,682
- 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, NE, NJ, NV, NY, OH, TN, TX, WI
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