Unclaimed Profile

Lynn J Achatz

HOBERT & SVOBODA, INC.·BROOKFIELD, Wisconsin

Clean recordHOBERT & SVOBODA, INC.

350 BISHOPS WAY, BROOKFIELD, WI 53005CRD# 2096868Firm CRD# 25388

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lynn J Achatz · BROOKFIELD, WI

Registration

CRD #2096868 · HOBERT & SVOBODA, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Lynn J Achatz is a registered financial advisor based in BROOKFIELD, Wisconsin, affiliated with HOBERT & SVOBODA, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Client Types

Individuals

Introduction

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Firm Overview

Firm

HOBERT & SVOBODA, INC.

AUM

$62M

Regulatory assets under management

Employees

Total firm employees

View all advisors at HOBERT & SVOBODA, INC. →

Services

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 2096868

Firm CRD# 25388

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Frequently Asked Questions

What services does Lynn J Achatz offer?

Lynn J Achatz specializes in Investment Management, Wealth Management. Contact their office in BROOKFIELD, Wisconsin for a consultation.

What are Lynn J Achatz's credentials?

Lynn J Achatz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lynn J Achatz located?

Lynn J Achatz is based in BROOKFIELD, Wisconsin, working with HOBERT & SVOBODA, INC.. Their office serves clients in the BROOKFIELD metropolitan area and surrounding communities.

How does Lynn J Achatz charge for services?

Lynn J Achatz'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 HOBERT & SVOBODA, INC.?

HOBERT & SVOBODA, INC. has approximately 6 employees and manages $62M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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