B. C. Ziegler And Company

B. C. Ziegler And Company (CRD# 61) is a financial advisory firm headquartered in Chicago, IL. They manage $412,294,150 in 1,826 accounts and serve the financial needs of clients across 25 states (or territories).

By the Numbers
  • Total Assets Under Management
    412
    MILLION
  • Total Number of Accounts
    1,826
    ACCOUNTS
  • Average Account Value
    $225,791
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, CO, CT, FL, GA, IA, IL, IN, MD, MI, MN, MO, NC, NJ, NV, NY, OH, OR, PA, TN, TX, VA, WA, WI

Financial Advisors at B. C. Ziegler And Company
Showing 1 - 10 of 87 top financial advisors.
1
Christopher M. Brennan
CRD#: 4120361
W233 N2080 Ridgeview Parkway, Waukesha, WI 53188
96
Wealthminder
score

Christopher Brennan (CRD# 4120361) is an Investment Advisor Representative working at B. C. Ziegler And Company in Waukesha, WI and has over 16 years of experience in the finance industry. Christopher Brennan 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
Nathan T. Farr
CRD#: 4711339
200 South Wacker Drive, Suite 2000, Chicago, IL 60606
96
Wealthminder
score

Nathan Farr (CRD# 4711339) is an Investment Advisor Representative working at B. C. Ziegler And Company in Chicago, IL and has over 12 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.

3
Douglas J. Jobman
CRD#: 2418815
200 South Wacker Drive, Suite 2000, Chicago, IL 60606
96
Wealthminder
score

Douglas Jobman (CRD# 2418815) is an Investment Advisor Representative working at B. C. Ziegler And Company in Chicago, IL and has over 22 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.

4
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 36 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.

5
Matthew J. Andrews
CRD#: 5791309
200 South Wacker Drive, Suite 2000, Chicago, IL 60606
93
Wealthminder
score

Matthew Andrews (CRD# 5791309) is an Investment Advisor Representative working at B. C. Ziegler And Company in Chicago, IL and has over 6 years of experience in the finance industry.

6
Larry J. Bahr
CRD#: 1560359
1414 North Taylor Drive, Suite 215, Sheboygan, WI 53081
93
Wealthminder
score

Larry Bahr (CRD# 1560359) is an Investment Advisor Representative working at B. C. Ziegler And Company in Sheboygan, WI and has over 30 years of experience in the finance industry.

7
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 23 years of experience in the finance industry.

8
Antony K. Close
CRD#: 4768231
W233 N2080 Ridgeview Parkway, 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 12 years of experience in the finance industry.

9
David C. Crain
CRD#: 1672946
200 South Wacker Drive, Suite 2000, Chicago, IL 60606
93
Wealthminder
score

David Crain (CRD# 1672946) is an Investment Advisor Representative working at B. C. Ziegler And Company in Chicago, IL and has over 29 years of experience in the finance industry.

10
Jason J. Crouch
CRD#: 2905955
6850 Spring Creek Road, Rockford, IL 61114
93
Wealthminder
score

Jason Crouch (CRD# 2905955) is an Investment Advisor Representative working at B. C. Ziegler And Company in Rockford, IL and has over 15 years of experience in the finance industry.

1 2 3 4 5 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.