WISCONSIN WEALTH ADVISORS, LLC

SUN PRAIRIE, Wisconsin·2 registered advisors·CRD# 145946
SEC# 801-68648608-837-9099
01

Firm Overview

AUM
$53M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at WISCONSIN WEALTH ADVISORS, LLC

2 registered advisors
Chris Allen Swenson
SUN PRAIRIE, Wisconsin
Terry Allen Balding
SUN PRAIRIE, Wisconsin
05

Office Locations

SUN PRAIRIE, Wisconsin
2 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. WISCONSIN WEALTH ADVISORS, LLC (CRD# 145946) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.