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Alan Lawrence Purintun

OARSMAN CAPITAL, INC·MILWAUKEE, Wisconsin
Unclaimed Profile
759 NORTH MILWAUKEE STREET, MILWAUKEE, WI 53202CRD# 2538040Firm CRD# 109993
01

About

Alan Lawrence Purintun is a registered financial advisor based in MILWAUKEE, Wisconsin, affiliated with OARSMAN CAPITAL, INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
OARSMAN CAPITAL, INC
OARSMAN CAPITAL, INC
AUM
$703M
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at OARSMAN CAPITAL, INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2538040
Firm CRD# 109993
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Alan Lawrence Purintun offer?
Alan Lawrence Purintun specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in MILWAUKEE, Wisconsin for a consultation.
What are Alan Lawrence Purintun's credentials?
Alan Lawrence Purintun is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alan Lawrence Purintun located?
Alan Lawrence Purintun is based in MILWAUKEE, Wisconsin, working with OARSMAN CAPITAL, INC. Their office serves clients in the MILWAUKEE metropolitan area and surrounding communities.
How does Alan Lawrence Purintun charge for services?
Alan Lawrence Purintun's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OARSMAN CAPITAL, INC?
OARSMAN CAPITAL, INC has approximately 14 employees and manages $703M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MILWAUKEE
Robert John Bukowski — ALPHA INVESTMENT CONSULTING GROUP, LLCRobert William Landaas — LANDAAS & COMPANYBrian Donald Kilb — LANDAAS & COMPANYJean Carol Baley — LANDAAS & COMPANYStewart M. Wangard — WANGARD INCOME FUND MANAGER, LLC
Nearby cities in Wisconsin
MADISON (242)GREEN BAY (92)APPLETON (83)WAUKESHA (77)BROOKFIELD (68)
City Guides
MADISON GuideGREEN BAY GuideAPPLETON GuideWAUKESHA GuideBROOKFIELD Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
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