Headinvest

Headinvest (CRD# 140518) is a financial advisory firm headquartered in Portland, ME. They manage $829,561,294 in 1,085 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    830
    MILLION
  • Total Number of Accounts
    1,085
    ACCOUNTS
  • Average Account Value
    $764,573
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, FL, LA, MA, ME, NC, NH, NY, TX

Financial Advisors at Headinvest
Showing 1 - 8 of 8 top financial advisors.
1
Kenneth A. Blaschke
CRD#: 2603041
7 Custom House St, 4th Floor, Portland, ME 04101

Kenneth Blaschke (CRD# 2603041) is an Investment Advisor Representative working at Headinvest in Portland, ME and has over 22 years of experience in the finance industry.

2
Corey D. Buzzell
CRD#: 3275265
7 Custom House St, 4th Floor, Portland, ME 04101

Corey Buzzell (CRD# 3275265) is an Investment Advisor Representative working at Headinvest in Portland, ME and has over 23 years of experience in the finance industry.

3
Benjamin H. Clark
CRD#: 2663792
7 Custom House St, 4th Floor, Portland, ME 04101

Benjamin Clark (CRD# 2663792) is an Investment Advisor Representative working at Headinvest in Portland, ME and has over 28 years of experience in the finance industry.

4
Carl G. Gercke
CRD#: 2186285
7 Custom House St, 4th Floor, Portland, ME 04101

Carl Gercke (CRD# 2186285) is an Investment Advisor Representative working at Headinvest in Portland, ME and has 1 year of experience in the finance industry.

5
Donna D. McConnell
CRD#: 2337529
7 Custom House St, 4th Floor, Portland, ME 04101

Donna McConnell (CRD# 2337529) is an Investment Advisor Representative working at Headinvest in Portland, ME and has over 29 years of experience in the finance industry.

6
Stephen D. Poulos
CRD#: 2200533
7 Custom House St, 4th Floor, Portland, ME 04101

Stephen Poulos (CRD# 2200533) is an Investment Advisor Representative working at Headinvest in Portland, ME and has over 32 years of experience in the finance industry.

7
Odette S. Thurston
CRD#: 1325686
7 Custom House St, 4th Floor, Portland, ME 04101

Odette Thurston (CRD# 1325686) is an Investment Advisor Representative working at Headinvest in Portland, ME and has over 39 years of experience in the finance industry.

8
Robert S. Whitehead
CRD#: 824633
7 Custom House St, 4th Floor, Portland, ME 04101

Robert Whitehead (CRD# 824633) is an Investment Advisor Representative working at Headinvest in Portland, ME and has over 35 years of experience in the finance industry.

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