Hartland & Co

Hartland & Co (CRD# 105674) is a financial advisory firm headquartered in Cleveland, OH. They manage $2,526,514,616 in 2,350 accounts and serve the financial needs of clients across 20 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,527
    MILLION
  • Total Number of Accounts
    2,350
    ACCOUNTS
  • Average Account Value
    $1,075,113
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, DC, FL, IL, IN, MA, MD, ME, MI, NC, NE, NH, NJ, NY, OH, PA, SC, TX, VA, WA

Financial Advisors at Hartland & Co
Showing 1 - 10 of 12 top financial advisors.
1
William O. Hall
CRD#: 1900456
One Union Street, Portland, ME 04101
96
Wealthminder
score

William Hall (CRD# 1900456) is an Investment Advisor Representative working at Hartland & Co in Portland, ME and has over 17 years of experience in the finance industry. William Hall has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Barton W. Weisenfluh
CRD#: 2736882
One Union Street, Portland, ME 04101
96
Wealthminder
score

Barton Weisenfluh (CRD# 2736882) is an Investment Advisor Representative working at Hartland & Co in Portland, ME and has over 20 years of experience in the finance industry. Barton Weisenfluh has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Nancy G. Cook
CRD#: 5128989
25825 Science Park Drive, Suite 100, Beachwood, OH 44122
93
Wealthminder
score

Nancy Cook (CRD# 5128989) is an Investment Advisor Representative working at Hartland & Co in Beachwood, OH and has over 6 years of experience in the finance industry.

4
William M. Courson
CRD#: 1266000
1100 Superior Ave East, Suite 700, Cleveland, OH 44114
93
Wealthminder
score

William Courson (CRD# 1266000) is an Investment Advisor Representative working at Hartland & Co in Cleveland, OH and has over 23 years of experience in the finance industry.

5
Michael S. Dearden
CRD#: 2546387
25825 Science Park Drive, Suite 100, Beachwood, OH 44122
93
Wealthminder
score

Michael Dearden (CRD# 2546387) is an Investment Advisor Representative working at Hartland & Co in Beachwood, OH and has over 12 years of experience in the finance industry.

6
Douglas J. Lukcso
CRD#: 2409558
1100 Superior Ave East, Suite 700, Cleveland, OH 44114
93
Wealthminder
score

Douglas Lukcso (CRD# 2409558) is an Investment Advisor Representative working at Hartland & Co in Cleveland, OH and has over 22 years of experience in the finance industry.

7
Bradley E. Turner
CRD#: 1211520
1100 Superior Ave East, Suite 700, Cleveland, OH 44114
93
Wealthminder
score

Bradley Turner (CRD# 1211520) is an Investment Advisor Representative working at Hartland & Co in Cleveland, OH and has over 28 years of experience in the finance industry.

8
Steven F. Wolken
CRD#: 5322244
1100 Superior Ave East, Suite 700, Cleveland, OH 44114
93
Wealthminder
score

Steven Wolken (CRD# 5322244) is an Investment Advisor Representative working at Hartland & Co in Cleveland, OH and has over 9 years of experience in the finance industry.

9
John (. Marino
CRD#: 2363303
25825 Science Park Drive, Suite 100, Beachwood, OH 44122
90
Wealthminder
score

John Marino (CRD# 2363303) is an Investment Advisor Representative working at Hartland & Co in Beachwood, OH and has 1 year of experience in the finance industry. John Marino has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
David P. Miller
CRD#: 2158997
25825 Science Park Drive, Suite 100, Beachwood, OH 44122
90
Wealthminder
score

David Miller (CRD# 2158997) is an Investment Advisor Representative working at Hartland & Co in Beachwood, OH and has 1 year of experience in the finance industry. David Miller has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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