Cleary Gull Advisors Inc.

Cleary Gull Advisors Inc. (CRD# 125557) is a financial advisory firm headquartered in Milwaukee, WI. They manage $2,086,529,418 in 705 accounts and serve the financial needs of clients across 22 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,087
    MILLION
  • Total Number of Accounts
    705
    ACCOUNTS
  • Average Account Value
    $2,959,616
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, MI, MN, MS, NC, NJ, NM, NV, NY, OH, SC, TN, TX, VA, WA, WI

Financial Advisors at Cleary Gull Advisors Inc.
Showing 1 - 10 of 15 top financial advisors.
1
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 20 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.

2
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 14 years of experience in the finance industry.

3
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 33 years of experience in the finance industry.

4
Robert F. Schneider
CRD#: 3253523
100 East Wisconsin Avenue, Suite 2400, Milwaukee, WI 53202
96
Wealthminder
score

Robert Schneider (CRD# 3253523) is an Investment Advisor Representative working at Cleary Gull Advisors Inc. in Milwaukee, WI and has over 12 years of experience in the finance industry. Robert Schneider 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.

5
Robert L. Warner
CRD#: 1000297
100 East Wisconsin Avenue, Suite 2400, Milwaukee, WI 53202
96
Wealthminder
score

Robert Warner (CRD# 1000297) is an Investment Advisor Representative working at Cleary Gull Advisors Inc. in Milwaukee, WI and has over 32 years of experience in the finance industry.

6
Wendy S. Wilson
CRD#: 2002438
100 East Wisconsin Avenue, Suite 2400, Milwaukee, WI 53202
96
Wealthminder
score

Wendy Wilson (CRD# 2002438) is an Investment Advisor Representative working at Cleary Gull Advisors Inc. in Milwaukee, WI and has over 19 years of experience in the finance industry.

7
Steven J. Backus
CRD#: 4622760
100 East Wisconsin Avenue, Suite 2400, Milwaukee, WI 53202
93
Wealthminder
score

Steven Backus (CRD# 4622760) is an Investment Advisor Representative working at Cleary Gull Advisors Inc. in Milwaukee, WI and has over 13 years of experience in the finance industry.

8
Michael J. Cleary
CRD#: 1144519
100 East Wisconsin Avenue, Suite 2400, Milwaukee, WI 53202
93
Wealthminder
score

Michael Cleary (CRD# 1144519) is an Investment Advisor Representative working at Cleary Gull Advisors Inc. in Milwaukee, WI and has over 33 years of experience in the finance industry.

9
Robert J. Holton
CRD#: 5660627
100 East Wisconsin Avenue, Suite 2400, Milwaukee, WI 53202
93
Wealthminder
score

Robert Holton (CRD# 5660627) is an Investment Advisor Representative working at Cleary Gull Advisors Inc. in Milwaukee, WI and has over 7 years of experience in the finance industry.

10
Kenneth K. Schreiber
CRD#: 2513914
100 East Wisconsin Avenue, Suite 2400, Milwaukee, WI 53202
93
Wealthminder
score

Kenneth Schreiber (CRD# 2513914) 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.

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