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WALLEM ASSOCIATES, INC.
WALLEM ASSOCIATES, INC.
LOVES PARK, Illinois
·
2 registered advisors
·
CRD# 326880
SEC# 801-131602
0
815-636-4459
01
Firm Overview
AUM
$107M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at WALLEM ASSOCIATES, INC.
2 registered advisors
Jeffery Paul Wallem
LOVES PARK, Illinois
CRD# 2454400
Michael Edward Sullivan
LOVES PARK, Illinois
CRD# 2423809
05
Office Locations
LOVES PARK, Illinois
2 advisors
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Data sourced from SEC Form ADV filings. WALLEM ASSOCIATES, INC. (CRD# 326880) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.