Evologic Investment Advisors, LLC

Evologic Investment Advisors, LLC (CRD# 150449) is a financial advisory firm headquartered in West Bend, WI. They manage $3,352,090 in 85 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    85
    ACCOUNTS
  • Average Account Value
    $39,436
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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.

WI

Financial Advisors at Evologic Investment Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Nathan N. Mueller
CRD#: 5681768
7038 N. Trenton Road, West Bend, WI 53090
93
Wealthminder
score

Nathan Mueller (CRD# 5681768) is an Investment Advisor Representative working at Evologic Investment Advisors, LLC in West Bend, WI and has over 8 years of experience in the finance industry.

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