B. C. Ziegler And Company

B. C. Ziegler And Company (CRD# 61) is a financial advisory firm headquartered in Chicago, IL. They manage $660,032,951 in 2,764 accounts and serve the financial needs of clients across 27 states (or territories).

By the Numbers
  • Total Assets Under Management
    660
    MILLION
  • Total Number of Accounts
    2,764
    ACCOUNTS
  • Average Account Value
    $238,796
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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.

AZ, CA, CT, FL, GA, IA, IL, IN, KS, MD, MI, MN, MS, MT, NE, NH, NJ, NY, OH, OR, PA, TN, TX, UT, VA, WA, WI

Financial Advisors at B. C. Ziegler And Company
Showing 1 - 10 of 82 top financial advisors.
1
Nathan T. Farr
CRD#: 4711339
8215 Greenway Blvd, Suite 200, Middleton, WI 53562
96
Wealthminder
score

Nathan Farr (CRD# 4711339) is an Investment Advisor Representative working at B. C. Ziegler And Company in Middleton, WI and has over 14 years of experience in the finance industry. Nathan Farr 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.

2
Douglas J. Jobman
CRD#: 2418815
400 International Parkway, Suite 130, Heathrow, FL 32746
96
Wealthminder
score

Douglas Jobman (CRD# 2418815) is an Investment Advisor Representative working at B. C. Ziegler And Company in Heathrow, FL and has over 24 years of experience in the finance industry. Douglas Jobman 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.

3
David C. Kovalaske
CRD#: 714855
1700 South Silverbrook Drive, Suite 200, West Bend, WI 53095
96
Wealthminder
score

David Kovalaske (CRD# 714855) is an Investment Advisor Representative working at B. C. Ziegler And Company in West Bend, WI and has over 37 years of experience in the finance industry. David Kovalaske 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.

4
Charles D. Schrader
CRD#: 815562
8215 Greenway Blvd, Suite 200, Middleton, WI 53562
96
Wealthminder
score

Charles Schrader (CRD# 815562) is an Investment Advisor Representative working at B. C. Ziegler And Company in Middleton, WI and has over 38 years of experience in the finance industry. Charles Schrader 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.

5
Matthew J. Andrews
CRD#: 5791309
1700 South Silverbrook Drive, Suite 200, West Bend, WI 53095
93
Wealthminder
score

Matthew Andrews (CRD# 5791309) is an Investment Advisor Representative working at B. C. Ziegler And Company in West Bend, WI and has over 7 years of experience in the finance industry.

6
Larry J. Bahr
CRD#: 1560359
1700 South Silverbrook Drive, Suite 200, West Bend, WI 53095
93
Wealthminder
score

Larry Bahr (CRD# 1560359) is an Investment Advisor Representative working at B. C. Ziegler And Company in West Bend, WI and has over 31 years of experience in the finance industry.

7
Jacob W. Bain
CRD#: 6025868
1700 South Silverbrook Drive, Suite 200, West Bend, WI 53095
93
Wealthminder
score

Jacob Bain (CRD# 6025868) is an Investment Advisor Representative working at B. C. Ziegler And Company in West Bend, WI and has over 6 years of experience in the finance industry.

8
Geoffrey Brown
CRD#: 1963751
4801 Cox Road, Suite 102, Glen Allen, VA 23060
93
Wealthminder
score

Geoffrey Brown (CRD# 1963751) is an Investment Advisor Representative working at B. C. Ziegler And Company in Glen Allen, VA and has over 24 years of experience in the finance industry.

9
Antony K. Close
CRD#: 4768231
W233 N2080 Ridgeview Pkw, Suite 202, Waukesha, WI 53188
93
Wealthminder
score

Antony Close (CRD# 4768231) is an Investment Advisor Representative working at B. C. Ziegler And Company in Waukesha, WI and has over 14 years of experience in the finance industry.

10
Nicholas J. Corrente
CRD#: 2903981
2801 E. Enterprise Avenue, Suite 101, Appleton, WI 54913
93
Wealthminder
score

Nicholas Corrente (CRD# 2903981) is an Investment Advisor Representative working at B. C. Ziegler And Company in Appleton, WI and has over 20 years of experience in the finance industry.

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