Search advisors

Filter by name, location, or specialty. All data from public SEC filings.

3 advisers found

Kenosha, WI

AUM

$107.1M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

3 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

262-656-1141

Kenosha, WI

AUM

$80.4M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

2 advisors

Clients

11-25

Fees

Percentage of AUM; Hourly charges

262-657-5555

Kenosha, WI

AUM

$1.0M

Financial PlanningWealth Mgmt

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM

262-308-2920