Scott
Hefle
Northland Securities, Inc
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About this Advisor
Scott Hefle is a financial advisor operating in Milwaukee, Wisconsin with 1 year of industry experience. Hefle is on the advisory team at Northland Securities, Inc. Over the course of their career, Hefle has held roles at Triad Advisors, Inc and Northland Securities. Hefle maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Wisconsin. Northland Securities, Inc is a registered investment firm operating out of Minneapolis, MN. The investment advisory business has a total of 19 financial advisors. It manages $203 million in total assets across its 760 customer accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 760 accounts, 47% belong to high-net-worth investors who have more than $1 million in investable assets. The company performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fee schedules largely depend on the type of financial services provided. Fee types charged by Northland Securities, Inc likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Northland Securities, Inc Brokerage Details
$203,155,261
19
760
$267,310
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Scott Hefle Work History
Scott has been registered as a financial advisor for 1 years.*
Northland Securities
Triad Advisors, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Milwaukee, WI
Milwaukee, WI
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
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