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Nathan Daniel Schleicher

ASC WEALTH & RETIREMENT ADVISORS LLC·APPLETON, Wisconsin
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210 S. BLUEMOUND DR. STE:A, APPLETON, WI 54914CRD# 4534784Firm CRD# 220516
01

About

Nathan Daniel Schleicher is a registered financial advisor based in APPLETON, Wisconsin, affiliated with ASC WEALTH & RETIREMENT ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
03

Firm Overview

Firm
ASC WEALTH & RETIREMENT ADVISORS LLC
ASC 401(K) MANAGEMENT
AUM
$46M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at ASC WEALTH & RETIREMENT ADVISORS LLC →
Services
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4534784
Firm CRD# 220516
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Nathan Daniel Schleicher offer?
Nathan Daniel Schleicher specializes in Investment Management. Contact their office in APPLETON, Wisconsin for a consultation.
What are Nathan Daniel Schleicher's credentials?
Nathan Daniel Schleicher is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nathan Daniel Schleicher located?
Nathan Daniel Schleicher is based in APPLETON, Wisconsin, working with ASC WEALTH & RETIREMENT ADVISORS LLC. Their office serves clients in the APPLETON metropolitan area and surrounding communities.
How does Nathan Daniel Schleicher charge for services?
Nathan Daniel Schleicher's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ASC WEALTH & RETIREMENT ADVISORS LLC?
ASC WEALTH & RETIREMENT ADVISORS LLC has approximately 2 employees and manages $46M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ASC WEALTH & RETIREMENT ADVISORS LLC

James Robert Allan
APPLETON, WI

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