Headinvest

Headinvest (CRD# 140518) is a financial advisory firm headquartered in Portland, ME. They manage $680,110,874 in 904 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    680
    MILLION
  • Total Number of Accounts
    904
    ACCOUNTS
  • Average Account Value
    $752,335
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • 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, CT, FL, LA, MA, ME, NH, NY, TX

Financial Advisors at Headinvest
Showing 1 - 9 of 9 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 19 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 20 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 24 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 26 years of experience in the finance industry.

6
Jennifer E. Mogavero
CRD#: 2369809
7 Custom House St, 4th Floor, Portland, ME 04101

Jennifer Mogavero (CRD# 2369809) is an Investment Advisor Representative working at Headinvest in Portland, ME and has over 27 years of experience in the finance industry.

7
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 28 years of experience in the finance industry.

8
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 35 years of experience in the finance industry.

9
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 32 years of experience in the finance industry.

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