ETF MODEL SOLUTIONS, LLC
Appleton, WI
AUM
$18.1M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
10 advisors
Clients
0
Fees
Percentage of AUM; LICENSE FEES
920-785-6010
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in WI
143 advisers found
NORTH SHORE INVESTMENT ADVISORS, LLC
Neenah, WI
AUM
$18.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
920-886-0505
BRUCE WOOD CAPITAL, LLC
Shorewood, WI
AUM
$13.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
414-666-8102
RED GRANITE WEALTH MANAGEMENT
Manitowoc, WI
AUM
$12.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(920) 482-4322
HARVEST HORIZON WEALTH STRATEGIES
Amery, WI
AUM
$8.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
715-227-5207
FREEDOM WEALTH LLC
Appleton, WI
AUM
$6.3M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM
920-843-9800
SIGNIFICANCE CAPITAL MANAGEMENT LLC
Milwaukee, WI
AUM
$3.8M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM
414--293-3926
RONALD L PERKINS DBA PERKINS FINANCIAL
Madison, WI
AUM
$2.7M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
608-235-2575
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC
Milwaukee, WI
AUM
$1.3M
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
414-765-3500
FRANCIS LLC
Brookfield, WI
AUM
—
RetirementFee-Only/Hourly
Team
20 advisors
Clients
—
Fees
Hourly charges; Fixed fees
866-232-6457
NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC
Milwaukee, WI
AUM
—
Team
15 advisors
Clients
0
Fees
Fixed fees; REFERRAL FEES
866-950-4644
MASON STREET ADVISORS, LLC
Milwaukee, WI
AUM
$39.08B
Wealth Mgmt
Team
13 advisors
Clients
—
Fees
Percentage of AUM; SEE SCHEDULE D-MISCELLANEOUS
414-665-5400
Full profileNo website
KELLOGG ASSET MANAGEMENT, LLC
Green Bay, WI
AUM
$2.86B
Wealth MgmtInstitutional
Team
9 advisors
Clients
—
Fees
Percentage of AUM
800-236-5215
Full profileNo website
SENTRY INVESTMENT MANAGEMENT, L.L.C.
Stevens Point, WI
AUM
$1.43B
Wealth MgmtInstitutional
Team
8 advisors
Clients
—
Fees
Percentage of AUM
715-346-6000
Full profileNo website
STERLING CAPITAL MANAGEMENT INC
Brookfield, WI
AUM
$296.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
262-970-9700
Full profileNo website
SYCAMORE INVESTMENT CONSULTING SERVICES, LLC
Madison, WI
AUM
$159.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
608-827-6414
Full profileNo website
BULTMAN INVESTMENT MANAGEMENT, INC.
Brookfield, WI
AUM
$52.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
262-259-0777
Full profileNo website
HOHENSEE FINANCIAL SERVICES, INC.
Dousman, WI
AUM
$19.0M
Wealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
262-431-4095
Full profileNo website
FULTON INVESTMENT ADVISERS, INC.
Wauwatosa, WI
AUM
$14.5M
Financial PlanningWealth MgmtInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
414-302-9999
Full profileNo website
BORGER CAPITAL MANAGEMENT LLC
Wausau, WI
AUM
$4.5M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
715-301-8111
Full profileNo website
CMG WEALTH ADVISORS LLC
Madison, WI
AUM
—
Wealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
608-471-5415
Full profileNo website
MAPT CAPITAL
Madison, WI
AUM
$0
Financial PlanningWealth MgmtInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
608 886 1780
Full profileNo website
SHELLCREST FINANCIAL LLC
Middleton, WI
AUM
$0
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
715-208-0934
Full profileNo website
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