Heartland Advisors, Inc.
Heartland Advisors, Inc. (CRD# 29433) is a financial advisory firm headquartered in Milwaukee, WI. They manage $1,966,609,182 in 169 accounts and serve the financial needs of clients across 15 states (or territories).
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Total Assets Under Management1,967MILLION
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Total Number of Accounts169ACCOUNTS
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Average Account Value$11,636,741
- 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, NJ, NY, OH, TN, TX, WI
Michael Ebeling (CRD# 4857512) is an Investment Advisor Representative working at Heartland Advisors, Inc. in Milwaukee, WI and has over 13 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 21 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 5 years of experience in the finance industry.
Michael Jolin (CRD# 4626868) is an Investment Advisor Representative working at Heartland Advisors, Inc. in Milwaukee, WI and has over 9 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 16 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 27 years of experience in the finance industry.
Nicole Best (CRD# 3053329) is an Investment Advisor Representative working at Heartland Advisors, Inc. in Milwaukee, WI and has over 20 years of experience in the finance industry.
Michael Brusko (CRD# 5689930) is an Investment Advisor Representative working at Heartland Advisors, Inc. in Milwaukee, WI and has over 8 years of experience in the finance industry.
Dawn Cody (CRD# 6086960) is an Investment Advisor Representative working at Heartland Advisors, Inc. in Milwaukee, WI and has over 5 years of experience in the finance industry.
David Fondrie (CRD# 2583053) is an Investment Advisor Representative working at Heartland Advisors, Inc. in Milwaukee, WI and has over 22 years of experience in the finance industry.