Home
›
Firms
›
M&I FINANCIAL ADVISORS, INC.
M&I FINANCIAL ADVISORS, INC.
MILWAUKEE, Wisconsin
·
2 registered advisors
·
CRD# 16517
SEC# 801-74429
414-765-7969
01
Firm Overview
AUM
$3.8B
Regulatory assets under management
Employees
251
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at M&I FINANCIAL ADVISORS, INC.
2 registered advisors
Cheryl Anne Dowsett
MILWAUKEE, Wisconsin
CRD# 2196570
Randall Thomas Fentzlaff
MILWAUKEE, Wisconsin
CRD# 1736887
05
Office Locations
MILWAUKEE, Wisconsin
2 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. M&I FINANCIAL ADVISORS, INC. (CRD# 16517) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.