Scott Hefle
Scott Hefle is a registered investment advisor at Northland Asset Management, based in Milwaukee, WI, with 27 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 785 clients with $360M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
10700 W. Research Drive, Suite 4, Milwaukee, WI, 53226
Get directionsHistory
Regulatory History (1)
Criminal
September 1987Other Business Activities
Scott is a board member for Leadership Germantown, dedicating minimal time. He is also a director for Business Networking International and a commissioner for the Village of Germantown, spending a few hours per week on these activities.
Employment History
Current Registrations
Northland Asset Management
Northland Securities, INC.Broker
Previous Registrations
Triad Hybrid Solutions, LLC
Oarsman Capital, INC
Triad Advisors LLCBroker
Eagle One Investments, LLCBroker
Waterstone Financial Group, INC.Broker
First Midamerica Investment CorporationBroker
First Midamerica Investment Corporation
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Banc One Securities CorporationBroker
Banc One Securities Corporation
Northwestern Mutual Investment Services, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.