Fiduciary Management, Inc.

Fiduciary Management, Inc. (CRD# 109149) is a financial advisory firm headquartered in Milwaukee, WI. They manage $21,712,243,844 in 1,259 accounts and serve the financial needs of clients across 27 states (or territories).

By the Numbers
  • Total Assets Under Management
    21,712
    MILLION
  • Total Number of Accounts
    1,259
    ACCOUNTS
  • Average Account Value
    $17,245,627
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

AZ, CA, CO, CT, DC, DE, FL, IL, IN, KS, MA, MD, MI, MN, MO, NJ, NM, NV, NY, OH, PA, SC, TN, TX, VA, WA, WI

Financial Advisors at Fiduciary Management, Inc.
Showing 1 - 10 of 12 top financial advisors.
1
Andy P. Ramer
CRD#: 5125831
100 East Wisconsin Avenue, Suite 2200, Milwaukee, WI 53202
96
Wealthminder
score

Andy Ramer (CRD# 5125831) is an Investment Advisor Representative working at Fiduciary Management, Inc. in Milwaukee, WI and has over 18 years of experience in the finance industry.

2
John S. Brandser
CRD#: 2832109
100 East Wisconsin Avenue, Suite 2200, Milwaukee, WI 53202
93
Wealthminder
score

John Brandser (CRD# 2832109) is an Investment Advisor Representative working at Fiduciary Management, Inc. in Milwaukee, WI and has over 20 years of experience in the finance industry.

3
Bladen J. Burns
CRD#: 2778228
100 East Wisconsin Avenue, Suite 2200, Milwaukee, WI 53202
93
Wealthminder
score

Bladen Burns (CRD# 2778228) is an Investment Advisor Representative working at Fiduciary Management, Inc. in Milwaukee, WI and has over 21 years of experience in the finance industry.

4
Patrick J. English
CRD#: 4347025
100 East Wisconsin Avenue, Suite 2200, Milwaukee, WI 53202
93
Wealthminder
score

Patrick English (CRD# 4347025) is an Investment Advisor Representative working at Fiduciary Management, Inc. in Milwaukee, WI and has over 16 years of experience in the finance industry.

5
Matthew J. Goetzinger
CRD#: 4461098
100 East Wisconsin Avenue, Suite 2200, Milwaukee, WI 53202
93
Wealthminder
score

Matthew Goetzinger (CRD# 4461098) is an Investment Advisor Representative working at Fiduciary Management, Inc. in Milwaukee, WI and has over 15 years of experience in the finance industry.

6
Kathleen M. Lauters
CRD#: 2350426
100 East Wisconsin Avenue, Suite 2200, Milwaukee, WI 53202
93
Wealthminder
score

Kathleen Lauters (CRD# 2350426) is an Investment Advisor Representative working at Fiduciary Management, Inc. in Milwaukee, WI and has over 24 years of experience in the finance industry.

7
Michael S. Stanley
CRD#: 4192487
100 East Wisconsin Avenue, Suite 2200, Milwaukee, WI 53202
93
Wealthminder
score

Michael Stanley (CRD# 4192487) is an Investment Advisor Representative working at Fiduciary Management, Inc. in Milwaukee, WI and has over 13 years of experience in the finance industry.

8
Jessica P. Taske
CRD#: 4548255
100 East Wisconsin Avenue, Suite 2200, Milwaukee, WI 53202
93
Wealthminder
score

Jessica Taske (CRD# 4548255) is an Investment Advisor Representative working at Fiduciary Management, Inc. in Milwaukee, WI and has over 11 years of experience in the finance industry.

9
Daniel G. Sievers
CRD#: 6129746
100 East Wisconsin Avenue, Suite 2200, Milwaukee, WI 53202
90
Wealthminder
score

Daniel Sievers (CRD# 6129746) is an Investment Advisor Representative working at Fiduciary Management, Inc. in Milwaukee, WI and has 1 year of experience in the finance industry.

10
Carolyn J. Belcher
CRD#: 6539436
100 East Wisconsin Avenue, Suite 2200, Milwaukee, WI 53202
87
Wealthminder
score

Carolyn Belcher (CRD# 6539436) is an Investment Advisor Representative working at Fiduciary Management, Inc. in Milwaukee, WI and has 1 year of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.