James Janikowski, financial advisor Milwaukee WI
93 score

James Janikowski

CRD Number: 1059080
Current Firm: Legacy Capital Partners, Inc.

James Janikowski (CRD# 1059080) is an Investment Advisor Representative working at Legacy Capital Partners, Inc. in Milwaukee, WI and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Legacy Capital Partners, Inc. Milwaukee, WI Oct 2007 - Current 9
U.s. Bancorp Investments, Inc. Brookfield, WI Feb 2004 - Oct 2007 3
U.s. Bank Brookfield, WI Feb 2001 - Oct 2007 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1982
Contact Info for James C. Janikowski
Phone Number: 414-271-1664
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    287
    MILLIONS
  • Total Number of Accounts
    153
    ACCOUNTS
  • Average Account Value
    $1,877,336
Compensation Options
  • A percentage of assets under your management
  • Performance-based 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

FL, WI

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

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