Affiliated Financial Advisors Inc.

Affiliated Financial Advisors Inc. (CRD# 108154) is a financial advisory firm headquartered in Milwaukee, WI. They manage $404,483,156 in 2,077 accounts and serve the financial needs of clients across 12 states (or territories).

Current Firm Details
2600 North Mayfair Rd., Suite 200, Milwaukee, WI 53226
http://www.affiliatedfa.com
By the Numbers
  • Total Assets Under Management
    404
    MILLION
  • Total Number of Accounts
    2,077
    ACCOUNTS
  • Average Account Value
    $194,744
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
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, IL, MA, MD, MI, MN, NC, NH, TX, WI

Financial Advisors at Affiliated Financial Advisors Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Dawn May, financial advisor Milwaukee WI
Dawn M. May
CRD#: 2282181
2600 North Mayfair Rd., Suite 200, Milwaukee, WI 53226

Dawn May (CRD# 2282181) is an Investment Advisor Representative working at Affiliated Financial Advisors Inc. in Milwaukee, WI and has over 31 years of experience in the finance industry.

2
George Schmidley, financial advisor Milwaukee WI
George M. Schmidley
CRD#: 1333934
2600 North Mayfair Rd., Suite 200, Milwaukee, WI 53226

George Schmidley (CRD# 1333934) is an Investment Advisor Representative working at Affiliated Financial Advisors Inc. in Milwaukee, WI and has over 39 years of experience in the finance industry.

3
Jason Voelker, financial advisor Milwaukee WI
Jason V. Voelker
CRD#: 4727322
2300 North Mayfair Road, Suite 405, Milwaukee, WI 53226

Jason Voelker (CRD# 4727322) is an Investment Advisor Representative working at Affiliated Financial Advisors Inc. in Milwaukee, WI and has over 20 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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