Heartland Advisors, Inc.
Heartland Advisors, Inc. (CRD# 29433) is a financial advisory firm headquartered in Milwaukee, WI. They manage $1,417,717,580 in 136 accounts and serve the financial needs of clients across 16 states (or territories).
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Total Assets Under Management1,418MILLION
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Total Number of Accounts136ACCOUNTS
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Average Account Value$10,424,394
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, FL, IL, LA, MA, MD, MI, MN, MO, NE, NJ, NY, OH, TN, TX, WI
Nicole Best (CRD# 3053329) is an Investment Advisor Representative working at Heartland Advisors, Inc. in Milwaukee, WI and has over 22 years of experience in the finance industry.
Kevin Clark (CRD# 1401304) is an Investment Advisor Representative working at Heartland Advisors, Inc. in Milwaukee, WI and has over 33 years of experience in the finance industry.
Bradford Evans (CRD# 2736566) is an Investment Advisor Representative working at Heartland Advisors, Inc. in Milwaukee, WI and has over 24 years of experience in the finance industry.
Andrew Fleming (CRD# 4544108) is an Investment Advisor Representative working at Heartland Advisors, Inc. in Milwaukee, WI and has over 7 years of experience in the finance industry.
Jeffrey Kohl (CRD# 2343012) is an Investment Advisor Representative working at Heartland Advisors, Inc. in Milwaukee, WI and has over 27 years of experience in the finance industry.
Michael Kops (CRD# 3219178) is an Investment Advisor Representative working at Heartland Advisors, Inc. in Milwaukee, WI and has over 21 years of experience in the finance industry.
Linda Lorenz (CRD# 6719027) is an Investment Advisor Representative working at Heartland Advisors, Inc. in Milwaukee, WI and has over 2 years of experience in the finance industry.
Troy McGlone (CRD# 6387677) is an Investment Advisor Representative working at Heartland Advisors, Inc. in Milwaukee, WI and has over 6 years of experience in the finance industry.
Colin McWey (CRD# 4205434) is an Investment Advisor Representative working at Heartland Advisors, Inc. in Milwaukee, WI and has over 19 years of experience in the finance industry.
Matthew Miner (CRD# 2113435) is an Investment Advisor Representative working at Heartland Advisors, Inc. in Milwaukee, WI and has over 29 years of experience in the finance industry.