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Linda Marie Lorenz

Heartland Advisors, Inc.

Milwaukee, WI

CRD 6719027

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Employer firm

Heartland Advisors, Inc. CRD 29433

$1.92B regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Heartland Advisors, Inc.

790 N Water Street Suite 1200, Milwaukee, WI 53202 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2018-06-07
  • WI RA
    APPROVED
    Since 2018-06-07

Branch Locations

790 N Water Street Suite 1200, Milwaukee, WI 53202 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Heartland Advisors, Inc. Milwaukee WI 09/2012 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-06-07
  • S65 Uniform Investment Adviser Law Examination
    2018-06-07
Other Names
  • Linda Marie Klinka

View on SEC IAPD

Nearby Firms

ROBERT W. BAIRD & CO. INCORPORATED
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLC
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC

Nearby Investors

GREGORY BERNARD GREENHOUSE
GREGORY S PINSKY
SCOTT JOHN HANSON

Nearby Offices

ROBERT W. BAIRD & CO. INCORPORATED · MILWAUKEE, WI
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLC · MILWAUKEE, WI
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC · MILWAUKEE, WI

More in Milwaukee, WI

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