Fiduciary First Advisors, LLC

Fiduciary First Advisors, LLC (CRD# 153645) is a financial advisory firm headquartered in Wausau, WI. They manage $147,685,526 in 353 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    148
    MILLION
  • Total Number of Accounts
    353
    ACCOUNTS
  • Average Account Value
    $418,373
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
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 Fiduciary First Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Thomas W. Batterman
CRD#: 2603870
501 N Third Street, Wausau, WI 54403

Thomas Batterman (CRD# 2603870) is an Investment Advisor Representative working at Fiduciary First Advisors, LLC in Wausau, WI and has over 26 years of experience in the finance industry.

2
Gregory L. Geiger
CRD#: 6031589
501 N Third Street, Wausau, WI 54403

Gregory Geiger (CRD# 6031589) is an Investment Advisor Representative working at Fiduciary First Advisors, LLC in Wausau, WI and has over 9 years of experience in the finance industry.

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