Customized Investment Advisory Services, LLC

Customized Investment Advisory Services, LLC (CRD# 156471) is a financial advisory firm headquartered in , . They manage $5,000 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $5,000
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • 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.

WI

Financial Advisors at Customized Investment Advisory Services, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Robin G. Martin
CRD#: 4324428
Forestville, WI
93
Wealthminder
score

Robin Martin (CRD# 4324428) is an Investment Advisor Representative working at Customized Investment Advisory Services, LLC in Forestville, WI and has over 15 years of experience in the finance industry.

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