Unclaimed Profile

Jacob A Willms

ESTATE COUNSELORS, LLC·THIENSVILLE, Wisconsin

Clean recordESTATE COUNSELORS, LLC

414 N. MAIN STREET, THIENSVILLE, WI 53092CRD# 7386170Firm CRD# 123452

Profile Verification

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

Identity

Jacob A Willms · THIENSVILLE, WI

Registration

CRD #7386170 · ESTATE COUNSELORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jacob A Willms is a registered financial advisor based in THIENSVILLE, Wisconsin, affiliated with ESTATE COUNSELORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Individuals

Institutional Investors

Introduction

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Firm Overview

Firm

ESTATE COUNSELORS, LLC

THE MILWAUKEE COMPANY

AUM

$1.1B

Regulatory assets under management

Employees

Total firm employees

View all advisors at ESTATE COUNSELORS, LLC →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 7386170

Firm CRD# 123452

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jacob A Willms offer?

Jacob A Willms specializes in Investment Management, Fee-Only Advisory. Contact their office in THIENSVILLE, Wisconsin for a consultation.

What are Jacob A Willms's credentials?

Jacob A Willms is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jacob A Willms located?

Jacob A Willms is based in THIENSVILLE, Wisconsin, working with ESTATE COUNSELORS, LLC. Their office serves clients in the THIENSVILLE metropolitan area and surrounding communities.

How does Jacob A Willms charge for services?

Jacob A Willms'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 ESTATE COUNSELORS, LLC?

ESTATE COUNSELORS, LLC has approximately 7 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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