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).

By the Numbers
  • Total Assets Under Management
    891
    MILLION
  • Total Number of Accounts
    2,619
    ACCOUNTS
  • Average Account Value
    $340,213
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
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.

CA, FL, GA, IA, IL, IN, LA, MA, MD, MI, MN, NC, NE, NY, TX, WI

Financial Advisors at Filbrandt Investment Advisers Incorporated
Showing 1 - 2 of 2 top financial advisors.
1
Robert A. Parham
CRD#: 5481472
8401 Greenway Blvd, Middleton, WI 53562
93
Wealthminder
score

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.

2
Michael D. Welter
CRD#: 2413911
8401 Greenway Blvd, Middleton, WI 53562
76
Wealthminder
score

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.

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