Scott
Hefle
Northland Securities, Inc
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About this Advisor
Scott Hefle is a financial advisor based in Milwaukee, Wisconsin, working with Northland Securities, Inc. Scott has previously held positions at Triad Advisors, Inc and Northland Securities. Scott has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois and Wisconsin. Currently, Scott is part of Northland Securities, Inc, which operates out of Milwaukee, Wisconsin. The firm has 1 office and 19 employees. The firm manages assets totaling $236.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Northland Securities, Inc includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Northland Securities, Inc Brokerage Details
$236,673,858
19
826
$286,530
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Scott Hefle Work History
Northland Securities
Triad Advisors, Inc
Disclosures
Please visit the SEC profile of Scott Hefle to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Northland Asset Management
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Milwaukee, WI
Milwaukee, WI
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