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Elizabeth Brooke Scalf

HEARTLAND ADVISORS, INC.·MILWAUKEE, Wisconsin
SIE, Series 7, Series 24, Series 63Clean recordHEARTLAND ADVISORS, INC.
789 N WATER STREET SUITE 500, MILWAUKEE, WI 53202CRD# 5076049Firm CRD# 29433

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Elizabeth Brooke Scalf · MILWAUKEE, WI
Registration
CRD #5076049 · HEARTLAND ADVISORS, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
02

Disclosure History

Clean record · no disclosure events on file

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

03

Firm Overview

Firm
HEARTLAND ADVISORS, INC.
CRD 29433 · SEC 801-19074
AUM
$2.0B
Regulatory assets under management
Employees
25
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

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Frequently Asked Questions

What services does Elizabeth Brooke Scalf offer?
Elizabeth Brooke Scalf specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in MILWAUKEE, Wisconsin for a consultation.
What are Elizabeth Brooke Scalf's credentials?
Elizabeth Brooke Scalf is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Elizabeth Brooke Scalf located?
Elizabeth Brooke Scalf is based in MILWAUKEE, Wisconsin, working with HEARTLAND ADVISORS, INC.. Their office serves clients in the MILWAUKEE metropolitan area and surrounding communities.
How does Elizabeth Brooke Scalf charge for services?
Elizabeth Brooke Scalf'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 at HEARTLAND ADVISORS, INC.

Matthew Jason Miner
MILWAUKEE, WI
CFA
Nicole Jeannine Best
MILWAUKEE, WI
Vinita Kaur Paul
MILWAUKEE, WI
Bradford Allen Evans
MILWAUKEE, WI
CFA
David Ribbens
MILWAUKEE, WI
Troy William Mcglone
MILWAUKEE, WI
CFA

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