Unclaimed Profile

Matthew Jason Miner

HEARTLAND ADVISORS, INC.·MILWAUKEE, Wisconsin

SIE, Series 7, Series 24, Series 63, Series 99TOCFAClean record13 years registeredHEARTLAND ADVISORS, INC.

790 N WATER STREET SUITE 1200, MILWAUKEE, WI 53202CRD# 2113435Firm CRD# 29433

Profile Verification

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

Identity

Matthew Jason Miner · MILWAUKEE, WI

Registration

CRD #2113435 · HEARTLAND ADVISORS, INC. · 13 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: HEARTLAND ADVISORS, INC.

HEARTLAND ADVISORS, INC.

Aug 2013 – Apr 2023

MILWAUKEE, WI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 99TO

Registration record

First registered · August 7, 2013

Years registered · 13

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

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Frequently Asked Questions

What services does Matthew Jason Miner offer?

Matthew Jason Miner specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are Matthew Jason Miner's credentials?

Matthew Jason Miner holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Matthew Jason Miner located?

Matthew Jason Miner is based in MILWAUKEE, Wisconsin, last registered with HEARTLAND ADVISORS, INC..

How does Matthew Jason Miner charge for services?

Matthew Jason Miner'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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