Tortoise Credit Strategies, LLC

Tortoise Credit Strategies, LLC (CRD# 277046) is a financial advisory firm headquartered in Leawood, KS. They manage $66,117,176 in 5 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    66
    MILLION
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $13,223,435
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment 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.

AZ, CA, FL, IL, KS, LA, MA, MI, NJ, NY, PA, TX

Financial Advisors at Tortoise Credit Strategies, LLC
Showing 1 - 10 of 12 top financial advisors.
1
Gregory D. Haendel
CRD#: 3092990
333 S. Hope Street, Suite 4050, Los Angeles, CA 90071
96
Wealthminder
score

Gregory Haendel (CRD# 3092990) is an Investment Advisor Representative working at Tortoise Credit Strategies, LLC in Los Angeles, CA and has over 18 years of experience in the finance industry.

2
John M. Heitkemper
CRD#: 3101817
333 S. Hope Street, Suite 4050, Los Angeles, CA 90071
96
Wealthminder
score

John Heitkemper (CRD# 3101817) is an Investment Advisor Representative working at Tortoise Credit Strategies, LLC in Los Angeles, CA and has over 18 years of experience in the finance industry.

3
Jason P. Sharpe
CRD#: 5684375
333 S. Hope Street, Suite 4050, Los Angeles, CA 90071
96
Wealthminder
score

Jason Sharpe (CRD# 5684375) is an Investment Advisor Representative working at Tortoise Credit Strategies, LLC in Los Angeles, CA and has over 7 years of experience in the finance industry.

4
Edward T. Bradford
CRD#: 28189
333 S. Hope Street, Suite 4050, Los Angeles, CA 90071
93
Wealthminder
score

Edward Bradford (CRD# 28189) is an Investment Advisor Representative working at Tortoise Credit Strategies, LLC in Los Angeles, CA and has over 26 years of experience in the finance industry.

5
Mark S. Kavolius
CRD#: 2365132
East Walpole, MA
93
Wealthminder
score

Mark Kavolius (CRD# 2365132) is an Investment Advisor Representative working at Tortoise Credit Strategies, LLC in East Walpole, MA and has over 21 years of experience in the finance industry.

6
Michael J. Kelnosky
CRD#: 4273896
Aurora, IL
93
Wealthminder
score

Michael Kelnosky (CRD# 4273896) is an Investment Advisor Representative working at Tortoise Credit Strategies, LLC in Aurora, IL and has over 16 years of experience in the finance industry.

7
Zelda A. Marzec
CRD#: 2084166
333 S. Hope Street, Suite 4050, Los Angeles, CA 90071
93
Wealthminder
score

Zelda Marzec (CRD# 2084166) is an Investment Advisor Representative working at Tortoise Credit Strategies, LLC in Los Angeles, CA and has over 26 years of experience in the finance industry.

8
Michael G. Sanchez
CRD#: 2553219
333 S. Hope Street, Suite 4050, Los Angeles, CA 90071
93
Wealthminder
score

Michael Sanchez (CRD# 2553219) is an Investment Advisor Representative working at Tortoise Credit Strategies, LLC in Los Angeles, CA and has over 18 years of experience in the finance industry.

9
Nigel G. Allen
CRD#: 2111748
333 S. Hope Street, Suite 4050, Los Angeles, CA 90071
90
Wealthminder
score

Nigel Allen (CRD# 2111748) is an Investment Advisor Representative working at Tortoise Credit Strategies, LLC in Los Angeles, CA and has over 5 years of experience in the finance industry.

10
Bradley J. Beman
CRD#: 1976291
333 Hope Street, Suite 4050, Los Angeles, CA 90071
90
Wealthminder
score

Bradley Beman (CRD# 1976291) is an Investment Advisor Representative working at Tortoise Credit Strategies, LLC in Los Angeles, CA and has 1 year of experience in the finance industry.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.