AdvisorOS Directory
Claim Profile
JB

Jean Carol Baley

LANDAAS & COMPANY·MILWAUKEE, Wisconsin
Unclaimed Profile
411 E WISCONSIN AVE, MILWAUKEE, WI 53202CRD# 1963792Firm CRD# 47487
01

About

Jean Carol Baley is a registered financial advisor based in MILWAUKEE, Wisconsin, affiliated with LANDAAS & COMPANY. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
LANDAAS & COMPANY
AUM
$1.5B
Regulatory assets under management
Employees
26
Total firm employees
View all advisors at LANDAAS & COMPANY →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 1963792
Firm CRD# 47487
4 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in MILWAUKEE?

Browse all registered financial advisors in MILWAUKEE, Wisconsin or claim this profile if it's yours.

Browse MILWAUKEE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Jean Carol Baley offer?
Jean Carol Baley specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MILWAUKEE, Wisconsin for a consultation.
What are Jean Carol Baley's credentials?
Jean Carol Baley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jean Carol Baley located?
Jean Carol Baley is based in MILWAUKEE, Wisconsin, working with LANDAAS & COMPANY. Their office serves clients in the MILWAUKEE metropolitan area and surrounding communities.
How does Jean Carol Baley charge for services?
Jean Carol Baley's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LANDAAS & COMPANY?
LANDAAS & COMPANY has approximately 26 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in MILWAUKEE
Robert John Bukowski — ALPHA INVESTMENT CONSULTING GROUP, LLCRobert William Landaas — LANDAAS & COMPANYBrian Donald Kilb — LANDAAS & COMPANYBarry R. Mandel — MANDEL/OVERLAND PARK EQUITY LLCStewart 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
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile