Affiliated Financial Advisors Inc.

Affiliated Financial Advisors Inc. (CRD# 108154) is a financial advisory firm headquartered in Milwaukee, WI. They manage $171,476,818 in 1,531 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    171
    MILLION
  • Total Number of Accounts
    1,531
    ACCOUNTS
  • Average Account Value
    $112,003
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, IL, WI

Financial Advisors at Affiliated Financial Advisors Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Jason V. Voelker
CRD#: 4727322
2300 North Mayfair Road, Suite 405, Milwaukee, WI 53226
96
Wealthminder
score

Jason Voelker (CRD# 4727322) is an Investment Advisor Representative working at Affiliated Financial Advisors Inc. in Milwaukee, WI and has over 14 years of experience in the finance industry. Jason Voelker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
George M. Schmidley
CRD#: 1333934
2600 North Mayfair Rd., Suite 200, Milwaukee, WI 53226
93
Wealthminder
score

George Schmidley (CRD# 1333934) is an Investment Advisor Representative working at Affiliated Financial Advisors Inc. in Milwaukee, WI and has over 33 years of experience in the finance industry.

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