Filbrandt Investment Advisers Incorporated
Filbrandt Investment Advisers Incorporated (CRD# 104562) is a financial advisory firm headquartered in Middleton, WI. They manage $891,016,782 in 2,619 accounts and serve the financial needs of clients across 16 states (or territories).
Total Assets Under Management891MILLION
Total Number of Accounts2,619ACCOUNTS
Average Account Value$340,213
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
CA, FL, GA, IA, IL, IN, LA, MA, MD, MI, MN, NC, NE, NY, TX, WI
Robert Parham (CRD# 5481472) is an Investment Advisor Representative working at Filbrandt Investment Advisers Incorporated in Middleton, WI and has over 10 years of experience in the finance industry.
Michael Welter (CRD# 2413911) is an Investment Advisor Representative working at Filbrandt Investment Advisers Incorporated in Middleton, WI and has over 20 years of experience in the finance industry. Michael Welter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.