Patrick Lotzer, financial advisor Bayside WI

Patrick Lotzer

CRD Number: 2582216
Current Firm: Lotzer & Company,inc.

Patrick Lotzer (CRD# 2582216) is an Investment Advisor Representative working at Lotzer & Company,inc. in Bayside, WI and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Lotzer & Co, Inc. Milwaukee, WI Mar 1995 - Current 29
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 1995
Contact Info for Patrick K. Lotzer
Phone Number: 414-350-9631
Firm Website: http://www.linkedin.com
Registered State(s):
  • WI
Current Firm Details
Lotzer & Company,inc.
Firm's CRD Number: 113087
By the Numbers
  • Total Assets Under Management
    23
    MILLIONS
  • Total Number of Accounts
    124
    ACCOUNTS
  • Average Account Value
    $182,259
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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