Bronfman Rothschild

Bronfman Rothschild (CRD# 168095) is a financial advisory firm headquartered in Rockville, MD. They manage $5,390,997,298 in 7,542 accounts and serve the financial needs of clients across 33 states (or territories).

By the Numbers
  • Total Assets Under Management
    5,391
    MILLION
  • Total Number of Accounts
    7,542
    ACCOUNTS
  • Average Account Value
    $714,797
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • 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.

AL, AZ, CA, CO, CT, DC, FL, GA, HI, IA, IL, IN, KS, MA, MD, MI, MN, MO, NC, NJ, NV, NY, OH, OR, PA, SC, SD, TN, TX, VA, WA, WI, WV

Financial Advisors at Bronfman Rothschild
Showing 1 - 10 of 64 top financial advisors.
1
Kelly L. Baumbach
CRD#: 3277458
10 Terrace Court, Suite 243, Madison, WI 53718
96
Wealthminder
score

Kelly Baumbach (CRD# 3277458) is an Investment Advisor Representative working at Bronfman Rothschild in Madison, WI and has over 18 years of experience in the finance industry. Kelly Baumbach 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
Jay A. Czarapata
CRD#: 3231731
600 N Broadway, Suite 400, Milwaukee, WI 53202
96
Wealthminder
score

Jay Czarapata (CRD# 3231731) is an Investment Advisor Representative working at Bronfman Rothschild in Milwaukee, WI and has over 14 years of experience in the finance industry. Jay Czarapata 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
Scott D. Dillie
CRD#: 5955708
11800 Sunrise Valley Drive, Suite 301, Reston, VA 20191
96
Wealthminder
score

Scott Dillie (CRD# 5955708) is an Investment Advisor Representative working at Bronfman Rothschild in Reston, VA and has over 5 years of experience in the finance industry. Scott Dillie 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
Robin A. Dobbs
CRD#: 5647272
One Preserve Parkway, Suite 610, Rockville, MD 20852
96
Wealthminder
score

Robin Dobbs (CRD# 5647272) is an Investment Advisor Representative working at Bronfman Rothschild in Rockville, MD and has over 9 years of experience in the finance industry. Robin Dobbs 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
Donald B. Farren
CRD#: 4565496
One Preserve Parkway, Suite 610, Rockville, MD 20852
96
Wealthminder
score

Donald Farren (CRD# 4565496) is an Investment Advisor Representative working at Bronfman Rothschild in Rockville, MD and has over 17 years of experience in the finance industry. Donald Farren 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.

6
Jay M. Frank
CRD#: 1583024
709b Milwaukee Street, Delafield, WI 53018
96
Wealthminder
score

Jay Frank (CRD# 1583024) is an Investment Advisor Representative working at Bronfman Rothschild in Delafield, WI and has over 31 years of experience in the finance industry. Jay Frank 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.

7
Timothy R. Hughes
CRD#: 5019024
11800 Sunrise Valley Drive, Suite 301, Reston, VA 20191
96
Wealthminder
score

Timothy Hughes (CRD# 5019024) is an Investment Advisor Representative working at Bronfman Rothschild in Reston, VA and has over 12 years of experience in the finance industry. Timothy Hughes 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.

8
Christopher C. Kiessling
CRD#: 5897244
One Preserve Parkway, Suite 610, Rockville, MD 20852
96
Wealthminder
score

Christopher Kiessling (CRD# 5897244) is an Investment Advisor Representative working at Bronfman Rothschild in Rockville, MD and has over 7 years of experience in the finance industry. Christopher Kiessling 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.

9
Bart J. Lanman
CRD#: 4565502
One Preserve Parkway, Suite 610, Rockville, MD 20852
96
Wealthminder
score

Bart Lanman (CRD# 4565502) is an Investment Advisor Representative working at Bronfman Rothschild in Rockville, MD and has over 17 years of experience in the finance industry. Bart Lanman 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.

10
Jillana P. Lizzi
CRD#: 5590853
One Preserve Parkway, Suite 610, Rockville, MD 20852
96
Wealthminder
score

Jillana Lizzi (CRD# 5590853) is an Investment Advisor Representative working at Bronfman Rothschild in Rockville, MD and has over 9 years of experience in the finance industry. Jillana Lizzi 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.

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