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Patricia Jean Filbrandt

FILBRANDT WEALTH MANAGEMENT, LLC·MIDDLETON, Wisconsin
Clean recordFILBRANDT WEALTH MANAGEMENT, LLC
8401 GREENWAY BLVD, MIDDLETON, WI 53562CRD# 1197000Firm CRD# 291914

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Patricia Jean Filbrandt · MIDDLETON, WI
Registration
CRD #1197000 · FILBRANDT WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Patricia Jean Filbrandt 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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
FILBRANDT WEALTH MANAGEMENT, LLC
FILBRANDT WEALTH MANAGEMENT, LLC
AUM
$1.1B
Regulatory assets under management
Employees
25
Total firm employees
View all advisors at FILBRANDT WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1197000
Firm CRD# 291914
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Patricia Jean Filbrandt offer?
Patricia Jean Filbrandt specializes in Financial Planning, Investment Management. Contact their office in MIDDLETON, Wisconsin for a consultation.
What are Patricia Jean Filbrandt's credentials?
Patricia Jean Filbrandt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patricia Jean Filbrandt located?
Patricia Jean Filbrandt 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 Patricia Jean Filbrandt charge for services?
Patricia Jean Filbrandt'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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Other Advisors at FILBRANDT WEALTH MANAGEMENT, LLC

Michael John Filbrandt
MIDDLETON, WI
James Matthew Haygood
MIDDLETON, WI
Travis Richard Cliff
MIDDLETON, WI
Scott Lyle Kornstedt
MIDDLETON, WI

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Nearby cities in Wisconsin
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Research
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