Unclaimed Profile

William Rewolinski

SATTELL, JOHNSON, APPEL FINANCIAL ADVISORY, LLC·MENOMONEE FALLS, Wisconsin

Clean recordSATTELL, JOHNSON, APPEL FINANCIAL ADVISORY, LLC

800 WOODLAND PRIME, MENOMONEE FALLS, WI 53051-4481CRD# 4218750Firm CRD# 143550

Profile Verification

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

Identity

William Rewolinski · MENOMONEE FALLS, WI

Registration

CRD #4218750 · SATTELL, JOHNSON, APPEL FINANCIAL ADVISORY, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

William Rewolinski is a registered financial advisor based in MENOMONEE FALLS, Wisconsin, affiliated with SATTELL, JOHNSON, APPEL FINANCIAL ADVISORY, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

BROADVIEW FINANCIAL MANAGEMENT, LLC

AUM

$549M

Regulatory assets under management

Employees

Total firm employees

View all advisors at BROADVIEW FINANCIAL MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 4218750

Firm CRD# 143550

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Frequently Asked Questions

What services does William Rewolinski offer?

William Rewolinski specializes in Financial Planning, Investment Management. Contact their office in MENOMONEE FALLS, Wisconsin for a consultation.

What are William Rewolinski's credentials?

William Rewolinski is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Rewolinski located?

William Rewolinski is based in MENOMONEE FALLS, Wisconsin, working with SATTELL, JOHNSON, APPEL FINANCIAL ADVISORY, LLC. Their office serves clients in the MENOMONEE FALLS metropolitan area and surrounding communities.

How does William Rewolinski charge for services?

William Rewolinski'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 SATTELL, JOHNSON, APPEL FINANCIAL ADVISORY, LLC?

SATTELL, JOHNSON, APPEL FINANCIAL ADVISORY, LLC has approximately 9 employees and manages $549M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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