HEARTLAND ADVISORS, INC.

790 N Water Street Suite 1200
Milwaukee, Wisconsin 53202
Tel: 414-347-7777

About HEARTLAND ADVISORS, INC.

HEARTLAND ADVISORS, INC, formally registered with the SEC as HEARTLAND ADVISORS, INC. The firm was established in 06/23/1983. They have over 1 offices throughout the country.

HEARTLAND ADVISORS, INC. is a Milwaukee, Wisconsin based Financial Planning firm with nearly $1,885,901,565 assets under management, offering retirement planning & investment advisory services to 92 clients. The firm is staffed with 26 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	29433
SEC#	801-19074
Assets Managed by Firm	$1,885,901,565
No. of Clients	92
No. of Advisors	26

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	92	$1,885,901,565
Individuals (other than high net worth individuals)	38	$21,826,709
High net worth individuals	40	$127,935,696
Pension and profit sharing plans	Fewer than 5 clients	$11,664,134
Charitable organizations	Fewer than 5 clients	$30,857,734
Corporations or other businesses	7	$49,646,703

More Retirement Planning firms in Milwaukee, Wisconsin:

Firm Name	Assets Under Management	Total Clients	Total Advisors
ROBERT W. BAIRD & CO. INCORPORATED 777 E. Wisconsin Avenue Milwaukee, WI, 53202-5391	$287,514,955,453	331500	4069
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 720 East Wisconsin Avenue Milwaukee, WI, 53202-4797	$281,345,911,200	25	260
ARTISAN PARTNERS LIMITED PARTNERSHIP 875 East Wisconsin Avenue, Suite 800 Milwaukee, WI, 53202	$151,331,807,781	259	503
TRUSTAGE INVESTMENT MANAGEMENT 5910 Mineral Point Rd Madison, WI, 53705	$35,460,961,000	350	64
MASON STREET ADVISORS, LLC 720 East Wisconsin Avenue Milwaukee, WI, 53202-4797	$28,558,864,166	31	14

Explore More Retirement Advisors in Milwaukee, Wisconsin

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.