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).
Total Assets Under Management152MILLION
Total Number of Accounts1,452ACCOUNTS
Average Account Value$104,538
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA, FL, IL, WI
Jason Voelker (CRD# 4727322) is an Investment Advisor Representative working at Affiliated Financial Advisors Inc. in Milwaukee, WI and has over 12 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.
George Schmidley (CRD# 1333934) 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.