Home
›
Firms
›
FILBRANDT WEALTH MANAGEMENT, LLC
FILBRANDT WEALTH MANAGEMENT, LLC
MIDDLETON, Wisconsin
·
5 registered advisors
·
CRD# 291914
SEC# 801-112390
0
608-836-3600
01
Firm Overview
AUM
$1.1B
Regulatory assets under management
Employees
25
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at FILBRANDT WEALTH MANAGEMENT, LLC
5 registered advisors
James Matthew Haygood
MIDDLETON, Wisconsin
CRD# 5947328
Michael John Filbrandt
MIDDLETON, Wisconsin
CRD# 207479
Patricia Jean Filbrandt
MIDDLETON, Wisconsin
CRD# 1197000
Scott Lyle Kornstedt
MIDDLETON, Wisconsin
CRD# 4870091
Travis Richard Cliff
MIDDLETON, Wisconsin
CRD# 4458105
05
Office Locations
MIDDLETON, Wisconsin
5 advisors
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. FILBRANDT WEALTH MANAGEMENT, LLC (CRD# 291914) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.