Heartland Advisors, Inc.

Heartland Advisors, Inc. (CRD# 29433) is a financial advisory firm headquartered in Milwaukee, WI. They manage $2,691,327,152 in 316 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,691
    MILLION
  • Total Number of Accounts
    316
    ACCOUNTS
  • Average Account Value
    $8,516,858
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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
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, FL, IL, LA, MA, MD, MI, MN, MO, NJ, NY, OH, TN, TX, WI

Financial Advisors at Heartland Advisors, Inc.
Showing 1 - 10 of 19 top financial advisors.
1
Michael P. Ebeling
CRD#: 4857512
789 N Water Street Suite 500, Milwaukee, WI 53202
96
Wealthminder
score

Michael Ebeling (CRD# 4857512) is an Investment Advisor Representative working at Heartland Advisors, Inc. in Milwaukee, WI and has over 11 years of experience in the finance industry.

2
Bradford A. Evans
CRD#: 2736566
789 N Water Street Suite 500, Milwaukee, WI 53202
96
Wealthminder
score

Bradford Evans (CRD# 2736566) is an Investment Advisor Representative working at Heartland Advisors, Inc. in Milwaukee, WI and has over 20 years of experience in the finance industry.

3
Michael F. Jolin
CRD#: 4626868
789 N Water Street Suite 500, Milwaukee, WI 53202
96
Wealthminder
score

Michael Jolin (CRD# 4626868) is an Investment Advisor Representative working at Heartland Advisors, Inc. in Milwaukee, WI and has over 8 years of experience in the finance industry.

4
Colin P. McWey
CRD#: 4205434
789 N Water Street Suite 500, Milwaukee, WI 53202
96
Wealthminder
score

Colin McWey (CRD# 4205434) is an Investment Advisor Representative working at Heartland Advisors, Inc. in Milwaukee, WI and has over 15 years of experience in the finance industry.

5
Matthew J. Miner
CRD#: 2113435
789 N Water Street Suite 500, Milwaukee, WI 53202
96
Wealthminder
score

Matthew Miner (CRD# 2113435) is an Investment Advisor Representative working at Heartland Advisors, Inc. in Milwaukee, WI and has over 25 years of experience in the finance industry.

6
Nicole J. Best
CRD#: 3053329
789 N Water Street Suite 500, Milwaukee, WI 53202
93
Wealthminder
score

Nicole Best (CRD# 3053329) is an Investment Advisor Representative working at Heartland Advisors, Inc. in Milwaukee, WI and has over 18 years of experience in the finance industry.

7
Michael J. Brusko
CRD#: 5689930
789 N Water Street Suite 500, Milwaukee, WI 53202
93
Wealthminder
score

Michael Brusko (CRD# 5689930) is an Investment Advisor Representative working at Heartland Advisors, Inc. in Milwaukee, WI and has over 6 years of experience in the finance industry.

8
Andrew J. Fleming
CRD#: 4544108
789 N Water Street Suite 500, Milwaukee, WI 53202
93
Wealthminder
score

Andrew Fleming (CRD# 4544108) is an Investment Advisor Representative working at Heartland Advisors, Inc. in Milwaukee, WI and has over 3 years of experience in the finance industry.

9
David C. Fondrie
CRD#: 2583053
789 N Water Street Suite 500, Milwaukee, WI 53202
93
Wealthminder
score

David Fondrie (CRD# 2583053) is an Investment Advisor Representative working at Heartland Advisors, Inc. in Milwaukee, WI and has over 20 years of experience in the finance industry.

10
Michael D. Kops
CRD#: 3219178
789 N Water Street Suite 500, Milwaukee, WI 53202
93
Wealthminder
score

Michael Kops (CRD# 3219178) is an Investment Advisor Representative working at Heartland Advisors, Inc. in Milwaukee, WI and has over 17 years of experience in the finance industry.

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