Unclaimed Profile

Allan Robert Hosack

M&I INVESTMENT MANAGEMENT CORP.·MILWAUKEE, Wisconsin

Clean recordM&I INVESTMENT MANAGEMENT CORP.

111 EAST KILBOURN AVENUE, MILWAUKEE, WI 53202CRD# 5629924Firm CRD# 109802

Profile Verification

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

Identity

Allan Robert Hosack · MILWAUKEE, WI

Registration

CRD #5629924 · M&I INVESTMENT MANAGEMENT CORP.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Allan Robert Hosack is a registered financial advisor based in MILWAUKEE, Wisconsin, affiliated with M&I INVESTMENT MANAGEMENT CORP.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Institutional Investors

Pension & Retirement Plans

High Net Worth Individuals

Introduction

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Firm Overview

Firm

M&I INVESTMENT MANAGEMENT CORP.

AUM

$21.6B

Regulatory assets under management

Employees

Total firm employees

View all advisors at M&I INVESTMENT MANAGEMENT CORP. →

Services

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 5629924

Firm CRD# 109802

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Allan Robert Hosack offer?

Allan Robert Hosack specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in MILWAUKEE, Wisconsin for a consultation.

What are Allan Robert Hosack's credentials?

Allan Robert Hosack is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Allan Robert Hosack located?

Allan Robert Hosack is based in MILWAUKEE, Wisconsin, working with M&I INVESTMENT MANAGEMENT CORP.. Their office serves clients in the MILWAUKEE metropolitan area and surrounding communities.

How does Allan Robert Hosack charge for services?

Allan Robert Hosack's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is M&I INVESTMENT MANAGEMENT CORP.?

M&I INVESTMENT MANAGEMENT CORP. has approximately 51 employees and manages $21.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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