Unclaimed Profile

Brian Gary Rafn

MORGAN DEMPSEY CAPITAL MANAGEMENT LLC·MENOMONEE FALLS, Wisconsin

Clean recordMORGAN DEMPSEY CAPITAL MANAGEMENT LLC

111 HERITAGE RESERVE, MENOMONEE FALLS, WI 53051CRD# 1541427Firm CRD# 106288

Profile Verification

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

Identity

Brian Gary Rafn · MENOMONEE FALLS, WI

Registration

CRD #1541427 · MORGAN DEMPSEY CAPITAL MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Brian Gary Rafn is a registered financial advisor based in MENOMONEE FALLS, Wisconsin, affiliated with MORGAN DEMPSEY CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Institutional Investors

Introduction

Speak with Brian

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Brian is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

MORGAN DEMPSEY CAPITAL MANAGEMENT LLC

AUM

$346M

Regulatory assets under management

Employees

Total firm employees

View all advisors at MORGAN DEMPSEY CAPITAL MANAGEMENT LLC →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 1541427

Firm CRD# 106288

View on FINRA BrokerCheck →

Looking for a financial advisor in MENOMONEE FALLS?

Browse all registered financial advisors in MENOMONEE FALLS, Wisconsin or claim this profile if it's yours.

Browse MENOMONEE FALLS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Brian Gary Rafn offer?

Brian Gary Rafn specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in MENOMONEE FALLS, Wisconsin for a consultation.

What are Brian Gary Rafn's credentials?

Brian Gary Rafn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brian Gary Rafn located?

Brian Gary Rafn is based in MENOMONEE FALLS, Wisconsin, working with MORGAN DEMPSEY CAPITAL MANAGEMENT LLC. Their office serves clients in the MENOMONEE FALLS metropolitan area and surrounding communities.

How does Brian Gary Rafn charge for services?

Brian Gary Rafn's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MORGAN DEMPSEY CAPITAL MANAGEMENT LLC?

MORGAN DEMPSEY CAPITAL MANAGEMENT LLC has approximately 7 employees and manages $346M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →