Unclaimed Profile

Michael David Kops

HEARTLAND ADVISORS, INC.·MILWAUKEE, Wisconsin

SIE, Series 6, Series 7, Series 24, Series 31, Series 63, Series 65, Series 66Clean record26 years registeredHEARTLAND ADVISORS, INC.

790 N WATER STREET SUITE 1200, MILWAUKEE, WI 53202CRD# 3219178Firm CRD# 29433

Profile Verification

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

Identity

Michael David Kops · MILWAUKEE, WI

Registration

CRD #3219178 · HEARTLAND ADVISORS, INC. · 26 years registered

Brand Profile

Not yet started

Career History

HEARTLAND ADVISORS, INC.

Dec 2009 – present

MORGAN STANLEY

Dec 2003 – Mar 2005

MEQUON, WI

STRONG CAPITAL MANAGEMENT INC

Feb 2000 – Dec 2003

MENOMONEE FALLS, WI

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 31

Series 63

Series 65

Series 66

Registration record

First registered · February 8, 2000

Years registered · 26

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 Michael David Kops offer?

Michael David Kops specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in MILWAUKEE, Wisconsin for a consultation.

What are Michael David Kops's credentials?

Michael David Kops is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael David Kops located?

Michael David Kops is based in MILWAUKEE, Wisconsin, working with HEARTLAND ADVISORS, INC.. Their office serves clients in the MILWAUKEE metropolitan area and surrounding communities.

How does Michael David Kops charge for services?

Michael David Kops'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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