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Clifford Henry Dunteman

FRANCIS LLC·BROOKFIELD, Wisconsin
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19435 W. CAPITOL DRIVE, BROOKFIELD, WI 53045CRD# 2077855Firm CRD# 130687
01

About

Clifford Henry Dunteman is a registered financial advisor based in BROOKFIELD, Wisconsin, affiliated with FRANCIS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types
Nonprofits & Foundations
03

Firm Overview

Firm
FRANCIS LLC
FRANCIS INVESTMENT COUNSEL LLC
AUM
—
Regulatory assets under management
Employees
22
Total firm employees
View all advisors at FRANCIS LLC →
Services
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
04

Background

Compensation
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2077855
Firm CRD# 130687
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Clifford Henry Dunteman offer?
Clifford Henry Dunteman is a registered financial advisor in BROOKFIELD, Wisconsin. Contact their office for details on services offered.
What are Clifford Henry Dunteman's credentials?
Clifford Henry Dunteman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Clifford Henry Dunteman located?
Clifford Henry Dunteman is based in BROOKFIELD, Wisconsin, working with FRANCIS LLC. Their office serves clients in the BROOKFIELD metropolitan area and surrounding communities.
How does Clifford Henry Dunteman charge for services?
Clifford Henry Dunteman's firm is compensated through hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FRANCIS LLC?
FRANCIS LLC has approximately 22 employees. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Wisconsin
MILWAUKEE (515)MADISON (242)GREEN BAY (92)APPLETON (83)WAUKESHA (77)
City Guides
MILWAUKEE GuideMADISON GuideGREEN BAY GuideAPPLETON GuideWAUKESHA Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
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