William Bennett Volpe
Investment adviser representative at Heartland Advisors, Inc.
11 yearsExperience
1 stateRegistered in
$1.9BFirm assets
43 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Heartland Advisors, Inc.Aug 2025 to now
- Alps Distributors, Inc.Aug 2025 to now
- Northwestern MutualJun 2023 to Mar 2025
- Tippie College of Business - University of IowaAug 2022 to May 2025
- Brown Deer Golf Course / Milwaukee County ParksJun 2021 to Aug 2022
- UnemployeedJan 2015 to Jun 2021
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (WI).
Heartland Advisors, Inc.
$1.9BAssets managed
90Clients
14Advisers
43 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7770822
- Firm CRD
- 29433