AdvisorOS Directory
Claim Profile
Unclaimed Profile
JM

Jerome Arthur Mahalick

ASSET MANAGEMENT FOR PROFESSIONALS INC·WHITEFISH BAY, Wisconsin
Series 65Clean record27 years registeredASSET MANAGEMENT FOR PROFESSIONALS INC
421 E. SILVER SPRING DRIVE, WHITEFISH BAY, WI 53217CRD# 2532456Firm CRD# 108712

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jerome Arthur Mahalick · WHITEFISH BAY, WI
Registration
CRD #2532456 · ASSET MANAGEMENT FOR PROFESSIONALS INC · 27 years registered
Brand Profile
Not yet started
01

Career History

MERIT FINANCIAL ADVISORS
Jun 2025 – present
AMP WEALTH MANAGEMENT
May 1999 – Jul 2025
WHITEFISH BAY, WI
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · May 21, 1999
Years registered · 27
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ASSET MANAGEMENT FOR PROFESSIONALS INC
CRD 108712 · SEC 801-56387
AUM
$434M
Regulatory assets under management
Employees
4
529 client accounts
Services offered by ASSET MANAGEMENT FOR PROFESSIONALS INC
Per Form ADV
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at ASSET MANAGEMENT FOR PROFESSIONALS INC →
Introduction

Speak with Jerome

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jerome is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in WHITEFISH BAY?

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

Browse WHITEFISH BAY AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Jerome Arthur Mahalick offer?
Jerome Arthur Mahalick specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in WHITEFISH BAY, Wisconsin for a consultation.
What are Jerome Arthur Mahalick's credentials?
Jerome Arthur Mahalick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jerome Arthur Mahalick located?
Jerome Arthur Mahalick is based in WHITEFISH BAY, Wisconsin, working with ASSET MANAGEMENT FOR PROFESSIONALS INC. Their office serves clients in the WHITEFISH BAY metropolitan area and surrounding communities.
How does Jerome Arthur Mahalick charge for services?
Jerome Arthur Mahalick'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 ASSET MANAGEMENT FOR PROFESSIONALS INC?
ASSET MANAGEMENT FOR PROFESSIONALS INC has approximately 4 employees and manages $434M 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 at ASSET MANAGEMENT FOR PROFESSIONALS INC

Gregory Todd Mahalick
WHITEFISH BAY, WI
Deyan Stojanovic
WHITEFISH BAY, WI

More Advisors in WHITEFISH BAY, Wisconsin

Marilou Davido
WFA ASSET MANAGEMENT CORP·WHITEFISH BAY, WI
Nicholas Enea
WFA ASSET MANAGEMENT CORP·WHITEFISH BAY, WI

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Wisconsin
MILWAUKEE (252)MADISON (129)GREEN BAY (65)WAUKESHA (56)APPLETON (53)BROOKFIELD (51)MEQUON (32)MIDDLETON (25)NEENAH (23)WAUSAU (21)
City Guides
MILWAUKEE GuideMADISON GuideGREEN BAY GuideWAUKESHA GuideAPPLETON Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
Request removal of this profile