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M&I INVESTMENT MANAGEMENT CORP.
M&I INVESTMENT MANAGEMENT CORP.
MILWAUKEE, Wisconsin
·
7 registered advisors
·
CRD# 109802
SEC# 801-9118
414-287-7300
01
Firm Overview
AUM
$21.6B
Regulatory assets under management
Employees
51
Total firm employees
Advisors
7
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at M&I INVESTMENT MANAGEMENT CORP.
7 registered advisors
Allan Robert Hosack
MILWAUKEE, Wisconsin
CRD# 5629924
Carol Ann Neal
MILWAUKEE, Wisconsin
CRD# 4956567
Ellen Marie Costello
MILWAUKEE, Wisconsin
CRD# 4332568
Julie Anne D'angelo
MILWAUKEE, Wisconsin
CRD# 5780892
Kenneth Charles Krei
MILWAUKEE, Wisconsin
CRD# 1242277
Martha Gayle Robinson
MILWAUKEE, Wisconsin
CRD# 3230031
Tommy On Huie
MILWAUKEE, Wisconsin
CRD# 2106851
05
Office Locations
MILWAUKEE, Wisconsin
7 advisors
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Data sourced from SEC Form ADV filings. M&I INVESTMENT MANAGEMENT CORP. (CRD# 109802) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.