CLIFTON GUNDERSON WEALTH ADVISORS LLC

CLIFTON GUNDERSON WEALTH ADVISORS
MIDDLETON, Wisconsin·5 registered advisors·CRD# 111297
SEC# 801-58266608.662.8600
01

Firm Overview

AUM
$848M
Regulatory assets under management
Employees
11
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CLIFTON GUNDERSON WEALTH ADVISORS LLC

5 registered advisors
Anita Marie Ford
MIDDLETON, Wisconsin
Bradley J Mueller
MIDDLETON, Wisconsin
David Eugene Bailey
MIDDLETON, Wisconsin
Stephen Robert Meindl
MIDDLETON, Wisconsin
William A Petri
MIDDLETON, Wisconsin
05

Office Locations

MIDDLETON, Wisconsin
5 advisors

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Data sourced from SEC Form ADV filings. CLIFTON GUNDERSON WEALTH ADVISORS LLC (CRD# 111297) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.