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HEARTLAND CAPITAL ADVISORS, L.C.
HEARTLAND CAPITAL ADVISORS, L.C.
INDEPENDENCE, Missouri
·
3 registered advisors
·
CRD# 116127
SEC# 801-69368
816-478-1818
01
Firm Overview
AUM
$38M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at HEARTLAND CAPITAL ADVISORS, L.C.
3 registered advisors
Gregory Allen Dorsch
INDEPENDENCE, Missouri
CRD# 1055137
Kenneth Allen Woodruff
INDEPENDENCE, Missouri
CRD# 1322753
Kenneth David Stockard
INDEPENDENCE, Missouri
CRD# 2674297
05
Office Locations
INDEPENDENCE, Missouri
3 advisors
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Data sourced from SEC Form ADV filings. HEARTLAND CAPITAL ADVISORS, L.C. (CRD# 116127) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.