Frederick Sitzberger, financial advisor Waukesha WI

Frederick Sitzberger

CRD Number: 4282689
Current Firm: Bultman Investment Management, Inc.

Frederick Sitzberger (CRD# 4282689) is an Investment Advisor Representative working at Bultman Investment Management, Inc. in Waukesha, WI and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Bultman Investment Management Inc. Waukesha, WI Dec 2013 - Current 10
Sitzberger & Company, S.c. Brookfield, WI Dec 1992 - Dec 2021 29
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2013
S66 NASAA Uniform Combined State Law Examination Jan 2001
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Frederick J. Sitzberger
Phone Number: 262-259-0777
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    38
    MILLIONS
  • Total Number of Accounts
    112
    ACCOUNTS
  • Average Account Value
    $337,849
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

WI

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