Unclaimed Profile

Barry Steven Sattell

SATTELL, JOHNSON, APPEL FINANCIAL ADVISORY, LLC·WAUWATOSA, Wisconsin

Clean recordSATTELL, JOHNSON, APPEL FINANCIAL ADVISORY, LLC

10401 W INNOVATION DR, WAUWATOSA, WI 53226CRD# 3205011Firm CRD# 143550

Profile Verification

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

Identity

Barry Steven Sattell · WAUWATOSA, WI

Registration

CRD #3205011 · SATTELL, JOHNSON, APPEL FINANCIAL ADVISORY, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Barry Steven Sattell is a registered financial advisor based in WAUWATOSA, Wisconsin, affiliated with SATTELL, JOHNSON, APPEL FINANCIAL ADVISORY, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

BROADVIEW FINANCIAL MANAGEMENT, LLC

AUM

$549M

Regulatory assets under management

Employees

Total firm employees

View all advisors at BROADVIEW FINANCIAL MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 3205011

Firm CRD# 143550

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Barry Steven Sattell offer?

Barry Steven Sattell specializes in Financial Planning, Investment Management. Contact their office in WAUWATOSA, Wisconsin for a consultation.

What are Barry Steven Sattell's credentials?

Barry Steven Sattell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Barry Steven Sattell located?

Barry Steven Sattell is based in WAUWATOSA, Wisconsin, working with SATTELL, JOHNSON, APPEL FINANCIAL ADVISORY, LLC. Their office serves clients in the WAUWATOSA metropolitan area and surrounding communities.

How does Barry Steven Sattell charge for services?

Barry Steven Sattell's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SATTELL, JOHNSON, APPEL FINANCIAL ADVISORY, LLC?

SATTELL, JOHNSON, APPEL FINANCIAL ADVISORY, LLC has approximately 9 employees and manages $549M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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