Patricia Filbrandt, financial advisor Middleton WI
93 score

Patricia Filbrandt

CRD Number: 1197000
Current Firm: Filbrandt Investment Advisers Incorporated

Patricia Filbrandt (CRD# 1197000) is an Investment Advisor Representative working at Filbrandt Investment Advisers Incorporated in Middleton, WI and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Filbrandt Investment Advisers Incorporated Middleton, WI Apr 1994 - Current 22
Phoenix Home Life Hartford, CT Jun 1988 - Current 28
The New England Boston, MA May 1982 - Current 34
Filbrandt And Company, Inc. Middleton, WI Feb 1981 - Current 35
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1992
S65 NASAA Investment Advisors Law Examination May 1995
Contact Info for Patricia J. Filbrandt
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

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

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