Anton Hessner, financial advisor Waukesha WI
73 score

Anton Hessner

CRD Number: 3157224
Current Firm: Bmo Harris Financial Advisors, Inc.

Anton Hessner (CRD# 3157224) is an Investment Advisor Representative working at Bmo Harris Financial Advisors, Inc. in Waukesha, WI and has over 12 years of experience in the finance industry.

Similar Advisors
Justus Morgan, financial advisor Waukesha WI
Justus Morgan
CRD# 4697511
Financial Service Group Inc.
Score
103
Similar Advisors
Scott Wellens, financial advisor Waukesha WI
Scott W. Wellens
CRD# 5923727
Fortress Planning Group
Score
103
Similar Advisors
Daniel Wilson, financial advisor Waukesha WI
Daniel W. Wilson
CRD# 2810851
Cedarpoint Investment Advisors, Inc.
Score
101
Company Name Location Dates Years
Bmo Harris Financial Advisors, Inc. Waukesha, WI Aug 2012 - Current 4
M&i Brokerage Serivces Milwaukee, WI Apr 2006 - Current 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2014
S63 Uniform Securities State Law Examination Dec 2003
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Anton K. Hessner
Phone Number: 877-225-3863
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    11,801
    MILLIONS
  • Total Number of Accounts
    119,705
    ACCOUNTS
  • Average Account Value
    $98,584
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
73

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.