Allison & Company Financial Counselors, LLC

Allison & Company Financial Counselors, LLC (CRD# 129665) is a financial advisory firm headquartered in Glendale, WI. They manage $28,144,614 in 48 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    48
    ACCOUNTS
  • Average Account Value
    $586,346
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
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.

WI

Financial Advisors at Allison & Company Financial Counselors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Rebekah A. Hammerlund
CRD#: 2021452
250 West Coventry Court, Suite 203, Glendale, WI 53217
93
Wealthminder
score

Rebekah Hammerlund (CRD# 2021452) is an Investment Advisor Representative working at Allison & Company Financial Counselors, LLC in Glendale, WI and has over 26 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.