Adviser Profile
| As of Date | 06/03/2026 |
| Registration | SEC, Approved, 02/24/2025 |
| ADV Location | PLOVER, WI, United States |
| Contact Info | 715 xxxxxxx |
| Websites |
| AUM* | 161,422,447 5% |
| of that, discretionary | 161,422,447 5% |
| Number of Employees | 5 25% |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 101,972 21% |
| % High Net Worth | 4.02% 204% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
161M
138M
115M
92M
69M
46M
23M
2024
2025
2026
Private Funds
No private funds