Bultman Investment Management, Inc.

Bultman Investment Management, Inc. (CRD# 106283) is a financial advisory firm headquartered in Brookfield, WI. They manage $37,879,723 in 115 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    38
    MILLION
  • Total Number of Accounts
    115
    ACCOUNTS
  • Average Account Value
    $329,389
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

WI

Financial Advisors at Bultman Investment Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Scott M. Schlageter
CRD#: 6211905
14640 W. Greenfield Ave., Suite 210, Brookfield, WI 53005
88
Wealthminder
score

Scott Schlageter (CRD# 6211905) is an Investment Advisor Representative working at Bultman Investment Management, Inc. in Brookfield, WI and has 1 year of experience in the finance industry.

2
Frederick J. Sitzberger
CRD#: 4282689
611 N. Barker Road, Suite 200, Brookfield, WI 53045
73
Wealthminder
score

Frederick Sitzberger (CRD# 4282689) is an Investment Advisor Representative working at Bultman Investment Management, Inc. in Brookfield, WI and has over 17 years of experience in the finance industry.

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