Unclaimed Profile

James Matthew Haygood

FILBRANDT WEALTH MANAGEMENT, LLC·MIDDLETON, Wisconsin

Clean recordFILBRANDT WEALTH MANAGEMENT, LLC

8401 GREENWAY BLVD, MIDDLETON, WI 53562CRD# 5947328Firm CRD# 291914

Profile Verification

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

Identity

James Matthew Haygood · MIDDLETON, WI

Registration

CRD #5947328 · FILBRANDT WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

James Matthew Haygood is a registered financial advisor based in MIDDLETON, Wisconsin, affiliated with FILBRANDT WEALTH MANAGEMENT, 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

FILBRANDT WEALTH MANAGEMENT, LLC

AUM

$1.1B

Regulatory assets under management

Employees

Total firm employees

View all advisors at FILBRANDT WEALTH MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 5947328

Firm CRD# 291914

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Matthew Haygood offer?

James Matthew Haygood specializes in Financial Planning, Investment Management. Contact their office in MIDDLETON, Wisconsin for a consultation.

What are James Matthew Haygood's credentials?

James Matthew Haygood is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Matthew Haygood located?

James Matthew Haygood is based in MIDDLETON, Wisconsin, working with FILBRANDT WEALTH MANAGEMENT, LLC. Their office serves clients in the MIDDLETON metropolitan area and surrounding communities.

How does James Matthew Haygood charge for services?

James Matthew Haygood's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FILBRANDT WEALTH MANAGEMENT, LLC?

FILBRANDT WEALTH MANAGEMENT, LLC has approximately 25 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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