Cleary Gull Advisors Inc.

Cleary Gull Advisors Inc. (CRD# 125557) is a financial advisory firm headquartered in Milwaukee, WI. They manage $2,292,332,226 in 708 accounts and serve the financial needs of clients across 25 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,292
    MILLION
  • Total Number of Accounts
    708
    ACCOUNTS
  • Average Account Value
    $3,237,757
Compensation Options
  • A percentage of assets under your management
  • 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.

AZ, CA, CO, FL, GA, IL, IN, LA, MI, MN, MS, NC, NE, NH, NJ, NM, NV, NY, OH, SC, TN, TX, VA, WA, WI

Financial Advisors at Cleary Gull Advisors Inc.
Showing 1 - 10 of 47 top financial advisors.
1
Charles A. Allison
CRD#: 5854122
100 East Wisconsin Avenue, Suite 2400, Milwaukee, WI 53202
96
Wealthminder
score

Charles Allison (CRD# 5854122) is an Investment Advisor Representative working at Cleary Gull Advisors Inc. in Milwaukee, WI and has over 6 years of experience in the finance industry. Charles Allison 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
Suzanne M. Breyer
CRD#: 4163881
222 West College Avenue, Appleton, WI 54911
96
Wealthminder
score

Suzanne Breyer (CRD# 4163881) is an Investment Advisor Representative working at Cleary Gull Advisors Inc. in Appleton, WI and has over 18 years of experience in the finance industry. Suzanne Breyer 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
Robert A. Brooks
CRD#: 2692260
100 East Wisconsin Avenue, Suite 2400, Milwaukee, WI 53202
96
Wealthminder
score

Robert Brooks (CRD# 2692260) is an Investment Advisor Representative working at Cleary Gull Advisors Inc. in Milwaukee, WI and has over 22 years of experience in the finance industry. Robert Brooks 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
David G. Carroll
CRD#: 2833024
100 East Wisconsin Avenue, Suite 2400, Milwaukee, WI 53202
96
Wealthminder
score

David Carroll (CRD# 2833024) is an Investment Advisor Representative working at Cleary Gull Advisors Inc. in Milwaukee, WI and has over 16 years of experience in the finance industry.

5
Lisa M. Fishler
CRD#: 4152956
10 East Doty Street Suite 320, Madison, WI 53703
96
Wealthminder
score

Lisa Fishler (CRD# 4152956) is an Investment Advisor Representative working at Cleary Gull Advisors Inc. in Madison, WI and has over 18 years of experience in the finance industry. Lisa Fishler 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
Nicole A. Geniesse
CRD#: 3063544
318 South Washington Street, Green Bay, WI 54301
96
Wealthminder
score

Nicole Geniesse (CRD# 3063544) is an Investment Advisor Representative working at Cleary Gull Advisors Inc. in Green Bay, WI and has over 19 years of experience in the finance industry.

7
Brian J. Gigl
CRD#: 4655158
100 East Wisconsin Avenue, Suite 2400, Milwaukee, WI 53202
96
Wealthminder
score

Brian Gigl (CRD# 4655158) is an Investment Advisor Representative working at Cleary Gull Advisors Inc. in Milwaukee, WI and has over 15 years of experience in the finance industry. Brian Gigl 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
Annette E. Hellmer
CRD#: 2708921
525 Junction Road, Madison, WI 53717
96
Wealthminder
score

Annette Hellmer (CRD# 2708921) is an Investment Advisor Representative working at Cleary Gull Advisors Inc. in Madison, WI and has over 22 years of experience in the finance industry.

9
Jason D. Herried
CRD#: 3019745
100 East Wisconsin Avenue, Suite 2400, Milwaukee, WI 53202
96
Wealthminder
score

Jason Herried (CRD# 3019745) is an Investment Advisor Representative working at Cleary Gull Advisors Inc. in Milwaukee, WI and has over 20 years of experience in the finance industry.

10
Joseph F. Hickey
CRD#: 1124301
100 East Wisconsin Avenue, Suite 2400, Milwaukee, WI 53202
96
Wealthminder
score

Joseph Hickey (CRD# 1124301) is an Investment Advisor Representative working at Cleary Gull Advisors Inc. in Milwaukee, WI and has over 35 years of experience in the finance industry.

1 2 3 4 5 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.