AdvisorOS Directory
Claim Profile
JC

Jan Brian Cliff

KEVIN BAY INVESTMENTS, LLC·PEWAUKEE, Wisconsin
Unclaimed Profile
285 FOREST GROVE DRIVE, SUITE 105, PEWAUKEE, WI 53072-9958CRD# 1661650Firm CRD# 144987
01

About

Jan Brian Cliff is a registered financial advisor based in PEWAUKEE, Wisconsin, affiliated with KEVIN BAY INVESTMENTS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
KEVIN BAY INVESTMENTS, LLC
KEVIN BAY INVESTMENTS, LLC
AUM
$128M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at KEVIN BAY INVESTMENTS, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1661650
Firm CRD# 144987
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in PEWAUKEE?

Browse all registered financial advisors in PEWAUKEE, Wisconsin or claim this profile if it's yours.

Browse PEWAUKEE 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 Jan Brian Cliff offer?
Jan Brian Cliff specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PEWAUKEE, Wisconsin for a consultation.
What are Jan Brian Cliff's credentials?
Jan Brian Cliff is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jan Brian Cliff located?
Jan Brian Cliff is based in PEWAUKEE, Wisconsin, working with KEVIN BAY INVESTMENTS, LLC. Their office serves clients in the PEWAUKEE metropolitan area and surrounding communities.
How does Jan Brian Cliff charge for services?
Jan Brian Cliff'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 KEVIN BAY INVESTMENTS, LLC?
KEVIN BAY INVESTMENTS, LLC has approximately 7 employees and manages $128M 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 PEWAUKEE
Terry John Mezera — KEVIN BAY INVESTMENTS, LLCKevin Michael Reardon — SHAKESPEARE WEALTH MANAGEMENT, LLCJean Marie Ryan — KEVIN BAY INVESTMENTS, LLCJohn Michael Fitzgerald — LASALLE INVESTMENT ADVISORS, INC.Kevin John Bay — KEVIN BAY INVESTMENTS, LLC
Nearby cities in Wisconsin
MILWAUKEE (515)MADISON (242)GREEN BAY (92)APPLETON (83)WAUKESHA (77)
City Guides
MILWAUKEE GuideMADISON GuideGREEN BAY GuideAPPLETON GuideWAUKESHA Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile