Home
›
Firms
›
HEARTLAND ADVISORS, INC.
HEARTLAND ADVISORS, INC.
MILWAUKEE, Wisconsin
·
18 registered advisors
·
CRD# 29433
SEC# 801-19074
0
414-347-7777
01
Firm Overview
AUM
$2.0B
Regulatory assets under management
Employees
25
Total firm employees
Advisors
18
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at HEARTLAND ADVISORS, INC.
18 registered advisors
Andrew John Fleming
MILWAUKEE, Wisconsin
CFA
CRD# 4544108
Bradford Allen Evans
MILWAUKEE, Wisconsin
CFA
CRD# 2736566
Catherine Mitchell Stephenson
MILWAUKEE, Wisconsin
CRD# 4704310
Colin Patrick Mcwey
MILWAUKEE, Wisconsin
CFA
CRD# 4205434
David Charles Fondrie
MILWAUKEE, Wisconsin
CRD# 2583053
David Ribbens
MILWAUKEE, Wisconsin
CRD# 2454698
Elizabeth Brooke Scalf
MILWAUKEE, Wisconsin
CRD# 5076049
Hugh Frank Denison
MILWAUKEE, Wisconsin
CRD# 1422919
Kevin Douglas Clark
MILWAUKEE, Wisconsin
CRD# 1401304
Matthew Jason Miner
MILWAUKEE, Wisconsin
CFA
CRD# 2113435
Michael David Kops
MILWAUKEE, Wisconsin
CRD# 3219178
Michael Francis Jolin
MILWAUKEE, Wisconsin
CFA
CRD# 4626868
Nicole Jeannine Best
MILWAUKEE, Wisconsin
CRD# 3053329
Paul Timothy Beste
MILWAUKEE, Wisconsin
CRD# 2262587
Troy William Mcglone
MILWAUKEE, Wisconsin
CFA
CRD# 6387677
Vinita Kaur Paul
MILWAUKEE, Wisconsin
CRD# 5227040
William John Nasgovitz
MILWAUKEE, Wisconsin
CRD# 344990
William Richard Nasgovitz
MILWAUKEE, Wisconsin
CRD# 4826680
05
Office Locations
MILWAUKEE, Wisconsin
18 advisors
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. HEARTLAND ADVISORS, INC. (CRD# 29433) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.