James Twesme, financial advisor Middleton WI
90 score

James Twesme

CRD Number: 6220256
Current Firm: Filbrandt Investment Advisers Incorporated

James Twesme (CRD# 6220256) is an Investment Advisor Representative working at Filbrandt Investment Advisers Incorporated in Middleton, WI and has 1 year of experience in the finance industry.

Similar Advisors
Lisa Andrews, financial advisor Middleton WI
Lisa M. Andrews
CRD# 3038887
Perk Planning
Score
103
Similar Advisors
Kathryn Hankard, financial advisor Middleton WI
Kathryn S. Hankard
CRD# 5264456
Fiscal Fitness, LLC
Score
103
Similar Advisors
Christopher Rich, financial advisor Middleton WI
Christopher D. Rich
CRD# 2369596
Enrich Financial Partners LLC
Score
103
Professional Designations
Company Name Location Dates Years
Filbrandt Investment Advisers, Inc. Middleton, WI Jun 2013 - Current 3
Spring Harbor Financial Consulting, LLC Madison, WI Jan 2011 - Jun 2013 2
Telephone And Data Systems Inc. Middleton, WI Nov 1980 - Dec 2010 30

James Twesme has no recent exams reported.
Contact Info for James W. Twesme
Phone Number: 608-836-3600
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    627
    MILLIONS
  • Total Number of Accounts
    372
    ACCOUNTS
  • Average Account Value
    $1,686,027
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

CA, FL, GA, IA, IL, IN, LA, MA, MD, MI, MN, NC, NE, NY, TX, WI

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.