Campbell Newman Asset Management Inc.

Campbell Newman Asset Management Inc. (CRD# 107003) is a financial advisory firm headquartered in Glendale, WI. They manage $496,254,433 in 498 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    496
    MILLION
  • Total Number of Accounts
    498
    ACCOUNTS
  • Average Account Value
    $996,495
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
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, FL, IL, LA, MI, NY, OH, TX, WI

Financial Advisors at Campbell Newman Asset Management Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Thomas H. Bolgert
CRD#: 2244537
4425 N. Port Washington Road, Suite 402, Glendale, WI 53212
93
Wealthminder
score

Thomas Bolgert (CRD# 2244537) is an Investment Advisor Representative working at Campbell Newman Asset Management Inc. in Glendale, WI and has over 20 years of experience in the finance industry.

2
Rimas M. Milaitis
CRD#: 2853891
4425 N. Port Washington Road, Suite 402, Glendale, WI 53212
93
Wealthminder
score

Rimas Milaitis (CRD# 2853891) is an Investment Advisor Representative working at Campbell Newman Asset Management Inc. in Glendale, WI and has over 17 years of experience in the finance industry.

3
Mary C. Brown
CRD#: 4334665
4425 N. Port Washington Road, Suite 402, Glendale, WI 53212
87
Wealthminder
score

Mary Brown (CRD# 4334665) is an Investment Advisor Representative working at Campbell Newman Asset Management Inc. in Glendale, WI and has 1 year of experience in the finance industry.

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