Unclaimed Profile

Colin Patrick Mcwey

HEARTLAND ADVISORS, INC.·MILWAUKEE, Wisconsin

SIE, Series 7, Series 63CFAClean record12 years registeredHEARTLAND ADVISORS, INC.

790 N WATER STREET SUITE 1200, MILWAUKEE, WI 53202CRD# 4205434Firm CRD# 29433

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Colin Patrick Mcwey · MILWAUKEE, WI

Registration

CRD #4205434 · HEARTLAND ADVISORS, INC. · 12 years registered

Brand Profile

Not yet started

Career History

HEARTLAND ADVISORS, INC.

Oct 2013 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · October 18, 2013

Years registered · 12

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HEARTLAND ADVISORS, INC.

CRD 29433 · SEC 801-19074

AUM

$2.0B

Regulatory assets under management

Employees

98 client accounts

Services offered by HEARTLAND ADVISORS, INC.

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

View all advisors at HEARTLAND ADVISORS, INC. →

Introduction

Speak with Colin

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Colin is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in MILWAUKEE?

Browse all registered financial advisors in MILWAUKEE, Wisconsin or claim this profile if it's yours.

Browse MILWAUKEE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Colin Patrick Mcwey offer?

Colin Patrick Mcwey specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in MILWAUKEE, Wisconsin for a consultation.

What are Colin Patrick Mcwey's credentials?

Colin Patrick Mcwey holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Colin Patrick Mcwey located?

Colin Patrick Mcwey is based in MILWAUKEE, Wisconsin, working with HEARTLAND ADVISORS, INC.. Their office serves clients in the MILWAUKEE metropolitan area and surrounding communities.

How does Colin Patrick Mcwey charge for services?

Colin Patrick Mcwey's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HEARTLAND ADVISORS, INC.?

HEARTLAND ADVISORS, INC. has approximately 25 employees and manages $2.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →