HP
HP

Henri Pitkanen

6 Years of Experience
Miami, FL
Broker

Henri Pitkanen is a registered investment advisor at Hartford Funds, based in Miami, FL, with 6 years of industry experience. Henri is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 75 clients with $150B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
47 advisors
IM Fee
Planning only
Assets Under Management
$152.1B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Henri works as a Senior Relationship Associate at Polen Capital Management, Inc. since 2020, assisting with administration and client servicing. This requires more than full-time hours per month, with a few hours per week during securities trading hours.

Employment History
Current Registrations
Hartford Funds
January 2026 - Present · 9 mos
Hartford Funds Distributors, LLC
January 2026 - Present · 9 mos
Hartford Funds Distributors, LLCBroker
January 2026 - Present · 9 mos
Previous Registrations
Maytech Global Investments
December 2025 - January 2026 · 1 mo
Foreside Funds Distributors LLCBroker
July 2020 - August 2025 · 5 yrs 1 mo
Polen Capital Management, LLC
June 2020 - August 2025 · 5 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2018 - June 2019 · 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2018 - June 2019 · 7 mos
State Registrations52 states
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AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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