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Tommy On Huie

M&I INVESTMENT MANAGEMENT CORP.·MILWAUKEE, Wisconsin
Clean recordM&I INVESTMENT MANAGEMENT CORP.
111 EAST KILBOURN AVENUE, MILWAUKEE, WI 53202CRD# 2106851Firm CRD# 109802

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Tommy On Huie · MILWAUKEE, WI
Registration
CRD #2106851 · M&I INVESTMENT MANAGEMENT CORP.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Tommy On Huie is a registered financial advisor based in MILWAUKEE, Wisconsin, affiliated with M&I INVESTMENT MANAGEMENT CORP.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
M&I INVESTMENT MANAGEMENT CORP.
M&I INVESTMENT MANAGEMENT CORP.
AUM
$21.6B
Regulatory assets under management
Employees
51
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2106851
Firm CRD# 109802
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Tommy On Huie offer?
Tommy On Huie specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in MILWAUKEE, Wisconsin for a consultation.
What are Tommy On Huie's credentials?
Tommy On Huie is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Tommy On Huie located?
Tommy On Huie is based in MILWAUKEE, Wisconsin, working with M&I INVESTMENT MANAGEMENT CORP.. Their office serves clients in the MILWAUKEE metropolitan area and surrounding communities.
How does Tommy On Huie charge for services?
Tommy On Huie'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 M&I INVESTMENT MANAGEMENT CORP.?
M&I INVESTMENT MANAGEMENT CORP. has approximately 51 employees and manages $21.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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