AdvisorOS Directory
Claim Profile
PS

Peter Francis Schumacher

OARSMAN CAPITAL, INC·MILWAUKEE, Wisconsin
Unclaimed Profile
759 NORTH MILWAUKEE STREET, MILWAUKEE, WI 53202CRD# 2096387Firm CRD# 109993
01

About

Peter Francis Schumacher 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# 2096387
Firm CRD# 109993
No 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 Peter Francis Schumacher offer?
Peter Francis Schumacher specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in MILWAUKEE, Wisconsin for a consultation.
What are Peter Francis Schumacher's credentials?
Peter Francis Schumacher is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Peter Francis Schumacher located?
Peter Francis Schumacher is based in MILWAUKEE, Wisconsin, working with OARSMAN CAPITAL, INC. Their office serves clients in the MILWAUKEE metropolitan area and surrounding communities.
How does Peter Francis Schumacher charge for services?
Peter Francis Schumacher'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.
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 & 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
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile