AdvisorOS Directory
Claim Profile
Unclaimed Profile
TB

Theodore Deitche Baszler

LEGACY CAPITAL PARTNERS, INC.·MILWAUKEE, Wisconsin
Clean recordLEGACY CAPITAL PARTNERS, INC.
1200 NORTH MAYFAIR ROAD, MILWAUKEE, WI 53226-3282CRD# 1793591Firm CRD# 105735

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Theodore Deitche Baszler · MILWAUKEE, WI
Registration
CRD #1793591 · LEGACY CAPITAL PARTNERS, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Theodore Deitche Baszler is a registered financial advisor based in MILWAUKEE, Wisconsin, affiliated with LEGACY CAPITAL PARTNERS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Introduction

Speak with Theodore

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Theodore is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
LEGACY CAPITAL PARTNERS, INC.
LEGACY CAPITAL PARTNERS, INC.
AUM
$494M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at LEGACY CAPITAL PARTNERS, INC. →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1793591
Firm CRD# 105735
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
05

Frequently Asked Questions

What services does Theodore Deitche Baszler offer?
Theodore Deitche Baszler specializes in Investment Management, Wealth Management. Contact their office in MILWAUKEE, Wisconsin for a consultation.
What are Theodore Deitche Baszler's credentials?
Theodore Deitche Baszler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Theodore Deitche Baszler located?
Theodore Deitche Baszler is based in MILWAUKEE, Wisconsin, working with LEGACY CAPITAL PARTNERS, INC.. Their office serves clients in the MILWAUKEE metropolitan area and surrounding communities.
How does Theodore Deitche Baszler charge for services?
Theodore Deitche Baszler's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LEGACY CAPITAL PARTNERS, INC.?
LEGACY CAPITAL PARTNERS, INC. has approximately 6 employees and manages $494M 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 →

More Advisors in MILWAUKEE, Wisconsin

Aaron J Garcia
BROADVIEW ADVISORS, LLC·MILWAUKEE, WI
Daniel Christopher La Nuez
FIDUCIARY MANAGEMENT, INC.·MILWAUKEE, WI
Mark Robert Zellmer
NORTHERN OAK WEALTH MANAGEMENT, INC.·MILWAUKEE, WI
David James Szatkowski
NORTHERN OAK WEALTH MANAGEMENT. INC·MILWAUKEE, WI
David Paul Becker
1834 INVESTMENT ADVISORS CO.·MILWAUKEE, WI
Marc Kenneth Wojcik
NORTHERN OAK CAPITAL MANAGEMENT, INC.·MILWAUKEE, WI

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Wisconsin
MADISON (242)GREEN BAY (92)APPLETON (83)WAUKESHA (77)BROOKFIELD (68)MEQUON (42)WAUSAU (30)MIDDLETON (29)NEENAH (25)STEVENS POINT (17)
City Guides
MADISON GuideGREEN BAY GuideAPPLETON GuideWAUKESHA GuideBROOKFIELD Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
Request removal of this profile