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Barry Steven Sattell

SATTELL, JOHNSON, APPEL FINANCIAL ADVISORY, LLC·WAUWATOSA, Wisconsin
Unclaimed Profile
10401 W INNOVATION DR, WAUWATOSA, WI 53226CRD# 3205011Firm CRD# 143550
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
BROADVIEW FINANCIAL MANAGEMENT, LLC
BROADVIEW FINANCIAL MANAGEMENT, LLC
AUM
$549M
Regulatory assets under management
Employees
9
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
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 3205011
Firm CRD# 143550
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Other advisors in WAUWATOSA
Joseph Banfay Dailey — BROADVIEW FINANCIAL MANAGEMENT, LLCMatthew Paul Goihl — BROADVIEW FINANCIAL MANAGEMENT, LLCAngela Lynne Pingel — BROADVIEW FINANCIAL MANAGEMENT, LLCWilliam Meredith Fons — INTRINSIC INVESTORS LLCF. Michael Arnow — SATTELL, JOHNSON, APPEL FINANCIAL ADVISORY, 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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