Unclaimed Profile

Patricia Jean Filbrandt

FILBRANDT WEALTH MANAGEMENT, LLC·MIDDLETON, Wisconsin

Series 63, Series 65Clean record27 years registeredFILBRANDT 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 · 27 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FILBRANDT WEALTH MANAGEMENT, LLC

SAVANT WEALTH MANAGEMENT

Dec 2021 – Jan 2025

MIDDLETON, WI

FILBRANDT WEALTH MANAGEMENT, LLC

Feb 2018 – Dec 2021

MIDDLETON, WI

FILBRANDT INVESTMENT ADVISERS INCORPORATED

Oct 1998 – Feb 2018

MIDDLETON, WI

Registrations & Exams

FINRA examinations passed

Series 63

Series 65

Registration record

First registered · October 14, 1998

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FILBRANDT WEALTH MANAGEMENT, LLC

CRD 291914 · SEC 801-112390

AUM

$1.1B

Regulatory assets under management

Employees

469 client accounts

Services offered by FILBRANDT WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at FILBRANDT WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Patricia Jean Filbrandt offer?

Patricia Jean Filbrandt specializes in Financial Planning, Investment Management.

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, last registered with FILBRANDT WEALTH MANAGEMENT, LLC.

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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