Heartland Advisors, Inc.

Firm record

As recorded in SEC IAPD

Firm CRD

29433

SEC number

801-19074

Firm type

RIA

Assets under management

$1.9B as of Feb 26, 2026

Website

www.instagram.com/HEARTLANDFUNDS ↗

Phone

414-347-7777

Address

790 N Water Street Suite 1200, Milwaukee, WI, 53202

Advisors at this firm

15 in our index · page 1 of 1

• Nicole Jeannine BestCRD 3053329 · Milwaukee, WI
  IA RegisteredBroker
• Kevin Douglas ClarkCRD 1401304 · Milwaukee, WI
  IA RegisteredBroker
  Disclosure event(s) on record
• Andrew John FlemingCRD 4544108 · Milwaukee, WI
  IA RegisteredBroker
• Lauren Louise JohnsonCRD 8009935 · Milwaukee, WI
  IA RegisteredBroker
• Jeffrey James KohlCRD 2343012 · Milwaukee, WI
  IA RegisteredBroker
  Disclosure event(s) on record
• Michael David KopsCRD 3219178 · Milwaukee, WI
  IA RegisteredBroker
• Karen Ann LepplaCRD 2876954 · Milwaukee, WI
  IA RegisteredBroker
• Linda Marie LorenzCRD 6719027 · Milwaukee, WI
  IA Registered
• Troy William McgloneCRD 6387677 · Milwaukee, WI
  IA RegisteredBroker
• Colin Patrick McweyCRD 4205434 · Milwaukee, WI
  IA RegisteredBroker
• William John NasgovitzCRD 344990 · Milwaukee, WI
  IA RegisteredBroker
  Disclosure event(s) on record
• William Richard NasgovitzCRD 4826680 · Milwaukee, WI
  IA RegisteredBroker
• William Bennett VolpeCRD 7770822 · Milwaukee, WI
  IA RegisteredBroker
• Michael Jack WareckiCRD 7197399 · Milwaukee, WI
  IA RegisteredBroker
• Jacob Scott WestphalCRD 6412147 · Milwaukee, WI
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.