Unclaimed Profile

Robert Paul Diedrich

NORTHERN OAK WEALTH MANAGEMENT, INC.·MILWAUKEE, Wisconsin

Clean recordNORTHERN OAK WEALTH MANAGEMENT, INC.

330 E KILBOURN AVENUE, MILWAUKEE, WI 53202CRD# 2497245Firm CRD# 105435

Profile Verification

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

Identity

Robert Paul Diedrich · MILWAUKEE, WI

Registration

CRD #2497245 · NORTHERN OAK WEALTH MANAGEMENT, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Robert Paul Diedrich is a registered financial advisor based in MILWAUKEE, Wisconsin, affiliated with NORTHERN OAK WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

1834 INVESTMENT ADVISORS CO.

AUM

$1.1B

Regulatory assets under management

Employees

Total firm employees

View all advisors at 1834 INVESTMENT ADVISORS CO. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 2497245

Firm CRD# 105435

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Robert Paul Diedrich offer?

Robert Paul Diedrich specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MILWAUKEE, Wisconsin for a consultation.

What are Robert Paul Diedrich's credentials?

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

Where is Robert Paul Diedrich located?

Robert Paul Diedrich is based in MILWAUKEE, Wisconsin, working with NORTHERN OAK WEALTH MANAGEMENT, INC.. Their office serves clients in the MILWAUKEE metropolitan area and surrounding communities.

How does Robert Paul Diedrich charge for services?

Robert Paul Diedrich'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 NORTHERN OAK WEALTH MANAGEMENT, INC.?

NORTHERN OAK WEALTH MANAGEMENT, INC. has approximately 28 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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