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Jacob A Willms

ESTATE COUNSELORS, LLC·THIENSVILLE, Wisconsin
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414 N. MAIN STREET, THIENSVILLE, WI 53092CRD# 7386170Firm CRD# 123452
01

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.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
03

Firm Overview

Firm
ESTATE COUNSELORS, LLC
THE MILWAUKEE COMPANY
AUM
$1.1B
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at ESTATE COUNSELORS, LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 7386170
Firm CRD# 123452
No disclosures on file
View on FINRA BrokerCheck →

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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 in THIENSVILLE
Andrew John Willms — ESTATE COUNSELORS, LLCKevin Blake Perlberg — BLACKHAWK CAPITAL PARTNERS, LLCDonald William Tendick — BLACKHAWK CAPITAL PARTNERS, LLCGarrett Michael Alabado — ESTATE COUNSELORS, LLCLinda Willms — ESTATE COUNSELORS, 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
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