Analytical Investment Services
Analytical Investment Services (CRD# 111235) is a financial advisory firm headquartered in La Crosse, WI. They manage $6,352,266 in 46 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Analytical Investment Services
By the Numbers
-
Total Assets Under Management6MILLION
-
Total Number of Accounts46ACCOUNTS
-
Average Account Value$138,093
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
WI
Financial Advisors at Analytical Investment Services
1
Daniel Wilhelm (CRD# 1632258) is an Investment Advisor Representative working at Analytical Investment Services in La Crosse, WI and has over 36 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.