Wendy WilsonCRD Number: 2002438
Current Firm: Cleary Gull Advisors Inc.
Wendy Wilson (CRD# 2002438) is an Investment Advisor Representative working at Cleary Gull Advisors Inc. in Milwaukee, WI and has over 19 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
|Cleary Gull Advisors Inc.||Milwaukee, WI||Dec 2008 - Current||8|
|Ziegler Capital Management, LLC||Milwaukee, WI||Mar 2007 - Nov 2008||1|
|B C Ziegler And Company||Milwaukee, WI||Mar 2007 - Nov 2008||1|
|Ziegler Capital Management, LLC||Milwaukee, WI||May 2005 - Mar 2007||1|
|B C Ziegler And Company||Milwaukee, WI||Mar 2005 - Mar 2007||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 1997|
Total Assets Under Management2,087MILLIONS
Total Number of Accounts705ACCOUNTS
Average Account Value$2,959,616
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, GA, IL, IN, MI, MN, MS, NC, NJ, NM, NV, NY, OH, SC, TN, TX, VA, WA, WI