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).

By the Numbers
  • Total Assets Under Management
    1,418
    MILLION
  • Total Number of Accounts
    136
    ACCOUNTS
  • Average Account Value
    $10,424,394
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, NE, NJ, NY, OH, TN, TX, WI

Financial Advisors at Heartland Advisors, Inc.
Showing 1 - 10 of 13 top financial advisors.
1
Nicole J. Best
CRD#: 3053329
790 N Water Street Suite 1200, Milwaukee, WI 53202

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.

2
Kevin D. Clark
CRD#: 1401304
790 N Water Street Suite 1200, Milwaukee, WI 53202

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.

3
Bradford A. Evans
CRD#: 2736566
790 N Water Street Suite 1200, Milwaukee, WI 53202

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.

4
Andrew J. Fleming
CRD#: 4544108
790 N Water Street Suite 1200, Milwaukee, WI 53202

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.

5
Jeffrey J. Kohl
CRD#: 2343012
790 N Water Street Suite 1200, Milwaukee, WI 53202

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.

6
Michael D. Kops
CRD#: 3219178
790 N Water Street Suite 1200, Milwaukee, WI 53202

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.

7
Linda M. Lorenz
CRD#: 6719027
790 N Water Street Suite 1200, Milwaukee, WI 53202

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.

8
Troy W. McGlone
CRD#: 6387677
790 N Water Street Suite 1200, Milwaukee, WI 53202

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.

9
Colin P. McWey
CRD#: 4205434
790 N Water Street Suite 1200, Milwaukee, WI 53202

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.

10
Matthew J. Miner
CRD#: 2113435
790 N Water Street Suite 1200, Milwaukee, WI 53202

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.

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