Unclaimed Profile

Thomas Henry Bolgert

CAMPBELL NEWMAN ASSET MANAGEMENT INC·MILWAUKEE, Wisconsin

Series 65Clean record23 years registeredCAMPBELL NEWMAN ASSET MANAGEMENT INC

330 EAST KILBOURN AVENUE, MILWAUKEE, WI 53202CRD# 2244537Firm CRD# 107003

Profile Verification

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

Identity

Thomas Henry Bolgert · MILWAUKEE, WI

Registration

CRD #2244537 · CAMPBELL NEWMAN ASSET MANAGEMENT INC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CAMPBELL NEWMAN ASSET MANAGEMENT INC

CAMPBELL NEWMAN ASSET MANAGEMENT INC

Nov 2002 – Jan 2024

MILWAUKEE, WI

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · November 18, 2002

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAMPBELL NEWMAN ASSET MANAGEMENT INC

CRD 107003 · SEC 801-8825

AUM

$1.2B

Regulatory assets under management

Employees

1,319 client accounts

Services offered by CAMPBELL NEWMAN ASSET MANAGEMENT INC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at CAMPBELL NEWMAN ASSET MANAGEMENT INC →

Introduction

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Frequently Asked Questions

What services does Thomas Henry Bolgert offer?

Thomas Henry Bolgert specializes in Investment Management, Wealth Management.

What are Thomas Henry Bolgert's credentials?

Thomas Henry Bolgert is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Thomas Henry Bolgert located?

Thomas Henry Bolgert is based in MILWAUKEE, Wisconsin, last registered with CAMPBELL NEWMAN ASSET MANAGEMENT INC.

How does Thomas Henry Bolgert charge for services?

Thomas Henry Bolgert's firm is compensated through percentage of aum, subscription fees, other: fees are based on underlying client assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAMPBELL NEWMAN ASSET MANAGEMENT INC?

CAMPBELL NEWMAN ASSET MANAGEMENT INC has approximately 8 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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