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WINDERMERE WEALTH ADVISORS, LLC
WINDERMERE WEALTH ADVISORS, LLC
MILWAUKEE, Wisconsin
·
4 registered advisors
·
CRD# 153114
SEC# 801-71158
414-716-6150
01
Firm Overview
AUM
$48M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at WINDERMERE WEALTH ADVISORS, LLC
4 registered advisors
Barbara Lee Evason
MILWAUKEE, Wisconsin
CRD# 5761037
Kenneth Lyle Evason
MILWAUKEE, Wisconsin
CRD# 4513002
Kimberley Jane Evason
MILWAUKEE, Wisconsin
CRD# 5761038
Pamela Lee Evason
MILWAUKEE, Wisconsin
CRD# 5771930
05
Office Locations
MILWAUKEE, Wisconsin
4 advisors
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Data sourced from SEC Form ADV filings. WINDERMERE WEALTH ADVISORS, LLC (CRD# 153114) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.