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William A Petri

CLIFTON GUNDERSON WEALTH ADVISORS LLC·MIDDLETON, Wisconsin
Unclaimed Profile
8215 GREENWAY BLVD., MIDDLETON, WI 53562CRD# 5750515Firm CRD# 111297
01

About

William A Petri is a registered financial advisor based in MIDDLETON, Wisconsin, affiliated with CLIFTON GUNDERSON WEALTH ADVISORS 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
03

Firm Overview

Firm
CLIFTON GUNDERSON WEALTH ADVISORS LLC
CLIFTON GUNDERSON WEALTH ADVISORS
AUM
$848M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at CLIFTON GUNDERSON WEALTH ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5750515
Firm CRD# 111297
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William A Petri offer?
William A Petri specializes in Financial Planning, Investment Management. Contact their office in MIDDLETON, Wisconsin for a consultation.
What are William A Petri's credentials?
William A Petri is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William A Petri located?
William A Petri is based in MIDDLETON, Wisconsin, working with CLIFTON GUNDERSON WEALTH ADVISORS LLC. Their office serves clients in the MIDDLETON metropolitan area and surrounding communities.
How does William A Petri charge for services?
William A Petri'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 CLIFTON GUNDERSON WEALTH ADVISORS LLC?
CLIFTON GUNDERSON WEALTH ADVISORS LLC has approximately 11 employees and manages $848M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MIDDLETON
Michael John Filbrandt — FILBRANDT WEALTH MANAGEMENT, LLCPatricia Jean Filbrandt — FILBRANDT WEALTH MANAGEMENT, LLCMilton Allen Jacobson — JACOBSON & SCHMITT ADVISORS, LLCJason Nordeen Schmitt — JACOBSON & SCHMITT ADVISORS, LLCLouise Paulson Googins — GOOGINS ADVISORS, INC.
Nearby cities in Wisconsin
MILWAUKEE (515)MADISON (242)GREEN BAY (92)APPLETON (83)WAUKESHA (77)
City Guides
MILWAUKEE GuideMADISON GuideGREEN BAY GuideAPPLETON GuideWAUKESHA Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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