WIPFLI FINANCIAL ADVISORS, LLC

MILWAUKEE, Wisconsin·3 registered advisors·CRD# 109983
SEC# 801-5686519414-431-9300
01

Firm Overview

AUM
$5.1B
Regulatory assets under management
Employees
118
Total firm employees
Advisors
3
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
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at WIPFLI FINANCIAL ADVISORS, LLC

3 registered advisors
Connie Marie Redman
MILWAUKEE, Wisconsin
Diane Unwin Kelvie
REDWOOD CITY, California
Julie Rae Nichols
MILWAUKEE, Wisconsin
05

Office Locations

MILWAUKEE, Wisconsin
2 advisors
REDWOOD CITY, California
1 advisor

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Data sourced from SEC Form ADV filings. WIPFLI FINANCIAL ADVISORS, LLC (CRD# 109983) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.