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).

Current Firm Details
790 N Water Street Suite 1200, Milwaukee, WI 53202
https://www.instagram.com/heartlandfunds
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 11 - 13 of 13 top financial advisors.
11
Clarence Darrow, financial advisor Milwaukee WI
Clarence C. Darrow
CRD#: 7149454
790 N Water Street Suite 1200, Milwaukee, WI 53202

Clarence Darrow (CRD# 7149454) is an Investment Advisor Representative working at Heartland Advisors, Inc. in Milwaukee, WI and has 1 year of experience in the finance industry.

12
Michael Warecki, financial advisor Milwaukee WI
Michael J. Warecki
CRD#: 7197399
790 N Water Street Suite 1200, Milwaukee, WI 53202

Michael Warecki (CRD# 7197399) is an Investment Advisor Representative working at Heartland Advisors, Inc. in Milwaukee, WI and has over 4 years of experience in the finance industry.

13
Jacob Westphal, financial advisor Milwaukee WI
Jacob S. Westphal
CRD#: 6412147
790 N Water Street Suite 1200, Milwaukee, WI 53202

Jacob Westphal (CRD# 6412147) is an Investment Advisor Representative working at Heartland Advisors, Inc. in Milwaukee, WI and has over 5 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

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