AdvisorOS Directory
Claim Profile
TB

Thomas William Batterman

FINANCIAL FIDUCIARIES, LLC·WAUSAU, Wisconsin
Unclaimed Profile
501 N THIRD STREET, WAUSAU, WI 54403CRD# 2603870Firm CRD# 153645
01

About

Thomas William Batterman is a registered financial advisor based in WAUSAU, Wisconsin, affiliated with FINANCIAL FIDUCIARIES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FIDUCIARY FIRST ADVISORS, LLC
FIDUCIARY FIRST ADVISORS, LLC
AUM
$148M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at FIDUCIARY FIRST ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2603870
Firm CRD# 153645
4 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in WAUSAU?

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

Browse WAUSAU 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 Thomas William Batterman offer?
Thomas William Batterman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WAUSAU, Wisconsin for a consultation.
What are Thomas William Batterman's credentials?
Thomas William Batterman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas William Batterman located?
Thomas William Batterman is based in WAUSAU, Wisconsin, working with FINANCIAL FIDUCIARIES, LLC. Their office serves clients in the WAUSAU metropolitan area and surrounding communities.
How does Thomas William Batterman charge for services?
Thomas William Batterman's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FINANCIAL FIDUCIARIES, LLC?
FINANCIAL FIDUCIARIES, LLC has approximately 3 employees and manages $148M 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 WAUSAU
Patrick Lee Wallschlaeger — MIDWEST PROFESSIONAL PLANNERS, LTD.Jeanne Ann Wallschlaeger — MIDWEST PROFESSIONAL PLANNERS, LTD.Thomas John Murphy — MIDWEST PROFESSIONAL PLANNERS, LTD.Dang Jeremiah Tu Nguyen — MIDWEST PROFESSIONAL PLANNERS, LTD.Steven Gerard Hessel — MIDWEST PROFESSIONAL PLANNERS, LTD.
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