Affiliated Financial Advisors Inc.

Affiliated Financial Advisors Inc. (CRD# 108154) is a financial advisory firm headquartered in Milwaukee, WI. They manage $151,789,244 in 1,452 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    152
    MILLION
  • Total Number of Accounts
    1,452
    ACCOUNTS
  • Average Account Value
    $104,538
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 13 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
2300 N. Mayfair Rd., Suite 405, 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 32 years of experience in the finance industry.

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