| As of Date | 03/17/2026 |
| Registration | Wisconsin, Approved, 03/25/2011 |
| Contact Info | 920 xxxxxxx |
| Websites |
| AUM* | 0 |
| of that, discretionary | |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| % High Net Worth | 7.41% 22% |
| SMA’s | No |
| Private Funds | 0 |
- Financial planning services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds