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Jacob A Willms

ESTATE COUNSELORS, LLC·THIENSVILLE, Wisconsin
Series 65Clean record3 years registeredESTATE 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 · 3 years registered
Brand Profile
Not yet started
01

Career History

THE MILWAUKEE COMPANY
Aug 2022 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · August 29, 2022
Years registered · 3
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ESTATE COUNSELORS, LLC
CRD 123452 · SEC 801-62584
AUM
$1.1B
Regulatory assets under management
Employees
7
309 client accounts
Services offered by ESTATE COUNSELORS, LLC
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
View all advisors at ESTATE COUNSELORS, LLC →
Introduction

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05

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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Other Advisors at ESTATE COUNSELORS, LLC

Andrew John Willms
THIENSVILLE, WI
Garrett Michael Alabado
THIENSVILLE, WI
Satyaki Mitra
THIENSVILLE, WI

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Wisconsin
MILWAUKEE (252)MADISON (129)GREEN BAY (65)WAUKESHA (56)APPLETON (53)BROOKFIELD (51)MEQUON (32)MIDDLETON (25)NEENAH (23)WAUSAU (21)
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Research
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