Unclaimed Profile

Linda Willms

ESTATE COUNSELORS, LLC·THIENSVILLE, Wisconsin

Clean recordESTATE COUNSELORS, LLC

414 N. MAIN STREET, THIENSVILLE, WI 53092CRD# 6993817Firm CRD# 123452

Profile Verification

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

Identity

Linda Willms · THIENSVILLE, WI

Registration

CRD #6993817 · ESTATE COUNSELORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Linda 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# 6993817

Firm CRD# 123452

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Linda Willms offer?

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

What are Linda Willms's credentials?

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

Where is Linda Willms located?

Linda 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 Linda Willms charge for services?

Linda 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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