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WIPFLI FINANCIAL ADVISORS, LLC
WIPFLI FINANCIAL ADVISORS, LLC
MILWAUKEE, Wisconsin
·
1 registered advisor
·
CRD# 109983
SEC# 801-56865
19
414-431-9300
01
Firm Overview
AUM
$5.1B
Regulatory assets under management
Employees
118
Total firm employees
Advisors
1
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 Planning
Investment Management
Wealth Management
04
Advisors at WIPFLI FINANCIAL ADVISORS, LLC
1 registered advisor
Julie Rae Nichols
MILWAUKEE, Wisconsin
CRD# 4549106
05
Office Locations
MILWAUKEE, Wisconsin
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
.