Headinvest

Headinvest (CRD# 140518) is a financial advisory firm headquartered in Portland, ME. They manage $479,321,746 in 722 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    479
    MILLION
  • Total Number of Accounts
    722
    ACCOUNTS
  • Average Account Value
    $663,881
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, MA, ME, NH, NY, TX

Financial Advisors at Headinvest
Showing 1 - 5 of 5 top financial advisors.
1
Donna D. McConnell
CRD#: 2337529
7 Custom House St, 4th Floor, Portland, ME 04101
93
Wealthminder
score

Donna McConnell (CRD# 2337529) is an Investment Advisor Representative working at Headinvest in Portland, ME and has over 22 years of experience in the finance industry.

2
Stephen D. Poulos
CRD#: 2200533
7 Custom House St, 4th Floor, Portland, ME 04101
93
Wealthminder
score

Stephen Poulos (CRD# 2200533) is an Investment Advisor Representative working at Headinvest in Portland, ME and has over 25 years of experience in the finance industry.

3
Robert S. Whitehead
CRD#: 824633
7 Custom House St, 4th Floor, Portland, ME 04101
93
Wealthminder
score

Robert Whitehead (CRD# 824633) 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
90
Wealthminder
score

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
Kenneth A. Blaschke
CRD#: 2603041
7 Custom House St, 4th Floor, Portland, ME 04101
81
Wealthminder
score

Kenneth Blaschke (CRD# 2603041) is an Investment Advisor Representative working at Headinvest in Portland, ME and has over 15 years of experience in the finance industry.

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