Heartland Advisors, Inc.

Heartland Advisors, Inc. (CRD# 29433) is a financial advisory firm headquartered in Milwaukee, WI. They manage $1,980,254,821 in 98 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,980
    MILLION
  • Total Number of Accounts
    98
    ACCOUNTS
  • Average Account Value
    $20,206,682
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
The map below shows states where this firm has explicit registration only.

CA, FL, IL, LA, MA, MD, MI, MN, MO, NE, NJ, NV, 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 25 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 36 years of experience in the finance industry.

3
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 11 years of experience in the finance industry.

4
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 30 years of experience in the finance industry.

5
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 24 years of experience in the finance industry.

6
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 5 years of experience in the finance industry.

7
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 9 years of experience in the finance industry.

8
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 22 years of experience in the finance industry.

9
William J. Nasgovitz
CRD#: 344990
790 N Water Street Suite 1200, Milwaukee, WI 53202

William Nasgovitz (CRD# 344990) is an Investment Advisor Representative working at Heartland Advisors, Inc. in Milwaukee, WI and has over 44 years of experience in the finance industry.

10
William R. Nasgovitz
CRD#: 4826680
790 N Water Street Suite 1200, Milwaukee, WI 53202

William Nasgovitz (CRD# 4826680) is an Investment Advisor Representative working at Heartland Advisors, Inc. in Milwaukee, WI and has over 18 years of experience in the finance industry.

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