Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Louis Hefle is an Investment Advisor Representative registered in Wisconsin and Illinois. Scott Hefle works at Northland Securities, Inc. where Hefle provides investment advice and financial planning services to individuals, high-net-worth individuals, and institutional clients. Hefle has been in the financial services industry since 1998 and has worked for a number of firms, including Triad Advisors LLC, Eagle One Investments, LLC, and Waterstone Financial Group, Inc. Scott Hefle is a Series 7 and Series 63 licensed representative. Hefle is also a Series 65 licensed advisor. Scott Hefle is committed to providing clients with personalized financial advice and helping them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Research services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Negotiated
1
2
WI
01/07/2022 - Present
Northland Securities, Inc. (MILWAUKEE WI)
WI
12/20/2012 - 02/05/2022
TRIAD ADVISORS LLC (BROOKFIELD WI)
IA
09/18/2009 - 12/19/2012
EAGLE ONE INVESTMENTS, LLC (WASHINGTON IA)
WI
05/11/2007 - 09/08/2009
WATERSTONE FINANCIAL GROUP, INC. (BROOKFIELD WI)
WI
05/02/2006 - 05/14/2007
FIRST MIDAMERICA INVESTMENT CORPORATION (MILWAUKEE WI)
IL
07/06/2005 - 05/01/2006
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
09/29/2003 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
WI
07/01/2002 - 09/11/2003
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
12/24/1998 - 06/04/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 05/03/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
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