Heartland Advisors, Inc.
Heartland Advisors, Inc. (CRD# 29433) is a financial advisory firm headquartered in Milwaukee, WI. They manage $1,857,184,358 in 97 accounts and serve the financial needs of clients across 17 states (or territories).
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Total Assets Under Management1,857MILLION
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Total Number of Accounts97ACCOUNTS
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Average Account Value$19,146,230
- 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, NV, 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 23 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 34 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 25 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 9 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 28 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 22 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 3 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 7 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 20 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 31 years of experience in the finance industry.