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FIDUCIARY FIRST ADVISORS, LLC
FIDUCIARY FIRST ADVISORS, LLC
WAUSAU, Wisconsin
·
3 registered advisors
·
CRD# 153645
SEC# 801-71390
0
715-848-8110
01
Firm Overview
AUM
$148M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at FIDUCIARY FIRST ADVISORS, LLC
3 registered advisors
Anita Beth Rachu
WAUSAU, Wisconsin
CRD# 1500772
Greg L Geiger
WAUSAU, Wisconsin
CRD# 5826687
Thomas William Batterman
WAUSAU, Wisconsin
CRD# 2603870
05
Office Locations
WAUSAU, Wisconsin
3 advisors
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Data sourced from SEC Form ADV filings. FIDUCIARY FIRST ADVISORS, LLC (CRD# 153645) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.