Allison & Company Financial Counselors, LLC

Allison & Company Financial Counselors, LLC (CRD# 129665) is a financial advisory firm headquartered in Milwaukee, WI. They manage $47,266,986 in 54 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
207 E Buffalo St, Suite 553, Milwaukee, WI 53202
By the Numbers
  • Total Assets Under Management
    47
    MILLION
  • Total Number of Accounts
    54
    ACCOUNTS
  • Average Account Value
    $875,315
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
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 Allison, financial advisor Glendale WI
Rebekah L. Allison
CRD#: 2021452
250 West Coventry Court, Suite 203, Glendale, WI 53217

Rebekah Allison (CRD# 2021452) is an Investment Advisor Representative working at Allison & Company Financial Counselors, LLC in Glendale, WI and has over 34 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.

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