Bultman Investment Management, Inc.

Bultman Investment Management, Inc. (CRD# 106283) is a financial advisory firm headquartered in Waukesha, WI. They manage $36,512,242 in 115 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
N14w24200 Tower Place, Suite 201, Waukesha, WI 53188
By the Numbers
  • Total Assets Under Management
    37
    MILLION
  • Total Number of Accounts
    115
    ACCOUNTS
  • Average Account Value
    $317,498
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
The map below shows states where this firm has explicit registration only.

WI

Financial Advisors at Bultman Investment Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Frederick Sitzberger, financial advisor Waukesha WI
Frederick J. Sitzberger
CRD#: 4282689
N14w24200 Tower Place, Suite 201, Waukesha, WI 53188

Frederick Sitzberger (CRD# 4282689) is an Investment Advisor Representative working at Bultman Investment Management, Inc. in Waukesha, WI and has over 23 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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