Fiduciary Management, Inc.

Fiduciary Management, Inc. (CRD# 109149) is a financial advisory firm headquartered in Milwaukee, WI. They manage $16,869,752,608 in 1,068 accounts and serve the financial needs of clients across 28 states (or territories).

By the Numbers
  • Total Assets Under Management
    16,870
    MILLION
  • Total Number of Accounts
    1,068
    ACCOUNTS
  • Average Account Value
    $15,795,649
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, DE, FL, GA, IL, IN, KS, MA, MD, MI, MN, MO, NC, NJ, NV, NY, OH, PA, SC, SD, TN, TX, VA, VT, WI

Financial Advisors at Fiduciary Management, Inc.
Showing 1 - 10 of 10 top financial advisors.
1
Carolyn J. Belcher
CRD#: 6539436
100 East Wisconsin Avenue, Suite 2200, Milwaukee, WI 53202

Carolyn Belcher (CRD# 6539436) is an Investment Advisor Representative working at Fiduciary Management, Inc. in Milwaukee, WI and has over 5 years of experience in the finance industry.

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

John Brandser (CRD# 2832109) is an Investment Advisor Representative working at Fiduciary Management, Inc. in Milwaukee, WI and has over 24 years of experience in the finance industry.

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

Bladen Burns (CRD# 2778228) is an Investment Advisor Representative working at Fiduciary Management, Inc. in Milwaukee, WI and has over 25 years of experience in the finance industry.

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

Patrick English (CRD# 4347025) is an Investment Advisor Representative working at Fiduciary Management, Inc. in Milwaukee, WI and has over 20 years of experience in the finance industry.

5
Robert M. Helf
CRD#: 1965350
100 East Wisconsin Avenue, Suite 2200, Milwaukee, WI 53202

Robert Helf (CRD# 1965350) is an Investment Advisor Representative working at Fiduciary Management, Inc. in Milwaukee, WI and has 1 year of experience in the finance industry.

6
Andrew D. Peterson
CRD#: 7036829
100 East Wisconsin Avenue, Suite 2200, Milwaukee, WI 53202

Andrew Peterson (CRD# 7036829) is an Investment Advisor Representative working at Fiduciary Management, Inc. in Milwaukee, WI and has over 3 years of experience in the finance industry.

7
Andy P. Ramer
CRD#: 5125831
100 East Wisconsin Avenue, Suite 2200, Milwaukee, WI 53202

Andy Ramer (CRD# 5125831) is an Investment Advisor Representative working at Fiduciary Management, Inc. in Milwaukee, WI and has over 22 years of experience in the finance industry.

8
Daniel G. Sievers
CRD#: 6129746
100 East Wisconsin Avenue, Suite 2200, Milwaukee, WI 53202

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.

9
Michael S. Stanley
CRD#: 4192487
100 East Wisconsin Avenue, Suite 2200, Milwaukee, WI 53202

Michael Stanley (CRD# 4192487) is an Investment Advisor Representative working at Fiduciary Management, Inc. in Milwaukee, WI and has over 17 years of experience in the finance industry.

10
Jessica P. Taske
CRD#: 4548255
100 East Wisconsin Avenue, Suite 2200, Milwaukee, WI 53202

Jessica Taske (CRD# 4548255) is an Investment Advisor Representative working at Fiduciary Management, Inc. in Milwaukee, WI and has over 14 years of experience in the finance industry.

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