Direct Financial Care

Direct Financial Care (CRD# 310559) is a financial advisory firm headquartered in , . They manage $149,989,570 in 276 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.directfinancialcare.com
By the Numbers
  • Total Assets Under Management
    150
    MILLION
  • Total Number of Accounts
    276
    ACCOUNTS
  • Average Account Value
    $543,440
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
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

WI

Financial Advisors at Direct Financial Care
Showing 1 - 1 of 1 top financial advisors.
1
Jamie Droessler, financial advisor Black Earth WI
Jamie J. Droessler
CRD#: 5635716
Black Earth, WI

Jamie Droessler (CRD# 5635716) is an Investment Advisor Representative working at Direct Financial Care in Black Earth, WI and has over 15 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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