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David Charles Fondrie

HEARTLAND ADVISORS, INC.·MILWAUKEE, Wisconsin
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789 N WATER STREET SUITE 500, MILWAUKEE, WI 53202CRD# 2583053Firm CRD# 29433
01

About

David Charles Fondrie is a registered financial advisor based in MILWAUKEE, Wisconsin, affiliated with HEARTLAND ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
03

Firm Overview

Firm
HEARTLAND ADVISORS, INC.
HEARTLAND ADVISORS, INC.
AUM
$2.0B
Regulatory assets under management
Employees
25
Total firm employees
View all advisors at HEARTLAND ADVISORS, INC. →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2583053
Firm CRD# 29433
3 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Charles Fondrie offer?
David Charles Fondrie specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in MILWAUKEE, Wisconsin for a consultation.
What are David Charles Fondrie's credentials?
David Charles Fondrie is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Charles Fondrie located?
David Charles Fondrie is based in MILWAUKEE, Wisconsin, working with HEARTLAND ADVISORS, INC.. Their office serves clients in the MILWAUKEE metropolitan area and surrounding communities.
How does David Charles Fondrie charge for services?
David Charles Fondrie'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.
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Other advisors in MILWAUKEE
Robert John Bukowski — ALPHA INVESTMENT CONSULTING GROUP, LLCRobert William Landaas — LANDAAS & COMPANYBrian Donald Kilb — LANDAAS & COMPANYJean Carol Baley — LANDAAS & COMPANYStewart M. Wangard — WANGARD INCOME FUND MANAGER, LLC
Nearby cities in Wisconsin
MADISON (242)GREEN BAY (92)APPLETON (83)WAUKESHA (77)BROOKFIELD (68)
City Guides
MADISON GuideGREEN BAY GuideAPPLETON GuideWAUKESHA GuideBROOKFIELD Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
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