Joshua Traudt, financial advisor Mequon WI
93 score

Joshua Traudt

CRD Number: 2972640
Current Firm: B. C. Ziegler And Company

Joshua Traudt (CRD# 2972640) is an Investment Advisor Representative working at B. C. Ziegler And Company in Mequon, WI and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
B.c. Ziegler And Company Mequon, WI Mar 2014 - Current 2
B.c. Ziegler And Company Mequon, WI Jan 2008 - Feb 2014 6
Robert W Baird & Company Inc. Milwaukee, WI Jan 2000 - Jan 2008 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1998
S65 NASAA Investment Advisors Law Examination Feb 2008
Contact Info for Joshua P. Traudt
Phone Number: 312/263-0110
Firm Website: http://www.ziegler.com
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    412
    MILLIONS
  • Total Number of Accounts
    1,826
    ACCOUNTS
  • Average Account Value
    $225,791
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, CT, FL, GA, IA, IL, IN, MD, MI, MN, MO, NC, NJ, NV, NY, OH, OR, PA, TN, TX, VA, WA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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