Unclaimed Profile

Vinita Kaur Paul

HEARTLAND ADVISORS, INC.·MILWAUKEE, Wisconsin

SIE, Series 7, Series 24, Series 63, Series 99TOClean recordHEARTLAND ADVISORS, INC.

790 N WATER STREET SUITE 1200, MILWAUKEE, WI 53202CRD# 5227040Firm CRD# 29433

Profile Verification

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

Identity

Vinita Kaur Paul · MILWAUKEE, WI

Registration

CRD #5227040 · HEARTLAND ADVISORS, INC.

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 99TO

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 Vinita Kaur Paul offer?

Vinita Kaur Paul specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in MILWAUKEE, Wisconsin for a consultation.

What are Vinita Kaur Paul's credentials?

Vinita Kaur Paul is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Vinita Kaur Paul located?

Vinita Kaur Paul is based in MILWAUKEE, Wisconsin, working with HEARTLAND ADVISORS, INC.. Their office serves clients in the MILWAUKEE metropolitan area and surrounding communities.

How does Vinita Kaur Paul charge for services?

Vinita Kaur Paul'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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