Campbell Newman Asset Management Inc.

Campbell Newman Asset Management Inc. (CRD# 107003) is a financial advisory firm headquartered in Milwaukee, WI. They manage $775,739,144 in 913 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    776
    MILLION
  • Total Number of Accounts
    913
    ACCOUNTS
  • Average Account Value
    $849,660
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, CO, FL, GA, IL, MD, MI, NJ, NY, OH, TX, WI

Financial Advisors at Campbell Newman Asset Management Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Thomas H. Bolgert
CRD#: 2244537
330 East Kilbourn Avenue, Suite 1125, Milwaukee, WI 53202

Thomas Bolgert (CRD# 2244537) is an Investment Advisor Representative working at Campbell Newman Asset Management Inc. in Milwaukee, WI and has over 24 years of experience in the finance industry.

2
John C. Bonnell
CRD#: 4533472
330 East Kilbourn Avenue, Suite 1125, Milwaukee, WI 53202

John Bonnell (CRD# 4533472) is an Investment Advisor Representative working at Campbell Newman Asset Management Inc. in Milwaukee, WI and has over 18 years of experience in the finance industry.

3
Mary C. Brown
CRD#: 4334665
330 East Kilbourn Avenue, Suite 1125, Milwaukee, WI 53202

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

4
Rimas M. Milaitis
CRD#: 2853891
330 East Kilbourn Avenue, Suite 1125, Milwaukee, WI 53202

Rimas Milaitis (CRD# 2853891) is an Investment Advisor Representative working at Campbell Newman Asset Management Inc. in Milwaukee, WI and has over 21 years of experience in the finance industry.

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