Estate Counselors, LLC

Estate Counselors, LLC (CRD# 123452) is a financial advisory firm headquartered in Thiensville, WI. They manage $392,875,002 in 47 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    393
    MILLION
  • Total Number of Accounts
    47
    ACCOUNTS
  • Average Account Value
    $8,359,043
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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 Estate Counselors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Andrew J. Willms
CRD#: 4786893
414 N. Main Street, Thiensville, WI 53092
93
Wealthminder
score

Andrew Willms (CRD# 4786893) is an Investment Advisor Representative working at Estate Counselors, LLC in Thiensville, WI and has over 12 years of experience in the finance industry.

2
Mark C. Steffke
CRD#: 6363225
414 N. Main Street, Thiensville, WI 53092
74
Wealthminder
score

Mark Steffke (CRD# 6363225) is an Investment Advisor Representative working at Estate Counselors, LLC in Thiensville, WI and has over 2 years of experience in the finance industry.

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