Filbrandt Investment Advisers Incorporated

Filbrandt Investment Advisers Incorporated (CRD# 104562) is a financial advisory firm headquartered in Middleton, WI. They manage $627,202,120 in 372 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    627
    MILLION
  • Total Number of Accounts
    372
    ACCOUNTS
  • Average Account Value
    $1,686,027
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 - 10 of 11 top financial advisors.
1
Travis R. Cliff
CRD#: 4458105
8401 Greenway Blvd, Middleton, WI 53562
96
Wealthminder
score

Travis Cliff (CRD# 4458105) is an Investment Advisor Representative working at Filbrandt Investment Advisers Incorporated in Middleton, WI and has over 15 years of experience in the finance industry. Travis Cliff 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.

2
Michael J. Filbrandt
CRD#: 207479
8401 Greenway Blvd., Suite 212, Middleton, WI 53562
93
Wealthminder
score

Michael Filbrandt (CRD# 207479) is an Investment Advisor Representative working at Filbrandt Investment Advisers Incorporated in Middleton, WI and has over 22 years of experience in the finance industry.

3
Patricia J. Filbrandt
CRD#: 1197000
8401 Greenway Blvd., Suite 212, Middleton, WI 53562
93
Wealthminder
score

Patricia Filbrandt (CRD# 1197000) is an Investment Advisor Representative working at Filbrandt Investment Advisers Incorporated in Middleton, WI and has over 24 years of experience in the finance industry.

4
Scott L. Kornstedt
CRD#: 4870091
8401 Greenway Blvd, Middleton, WI 53562
93
Wealthminder
score

Scott Kornstedt (CRD# 4870091) is an Investment Advisor Representative working at Filbrandt Investment Advisers Incorporated in Middleton, WI and has over 12 years of experience in the finance industry.

5
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 8 years of experience in the finance industry.

6
James M. Haygood
CRD#: 5947328
8401 Greenway Blvd, Middleton, WI 53562
90
Wealthminder
score

James Haygood (CRD# 5947328) is an Investment Advisor Representative working at Filbrandt Investment Advisers Incorporated in Middleton, WI and has over 5 years of experience in the finance industry.

7
Bradley M. Howe
CRD#: 6620876
8401 Greenway Blvd, Middleton, WI 53562
90
Wealthminder
score

Bradley Howe (CRD# 6620876) is an Investment Advisor Representative working at Filbrandt Investment Advisers Incorporated in Middleton, WI and has 1 year of experience in the finance industry.

8
James W. Twesme
CRD#: 6220256
8401 Greenway Blvd, Middleton, WI 53562
90
Wealthminder
score

James Twesme (CRD# 6220256) is an Investment Advisor Representative working at Filbrandt Investment Advisers Incorporated in Middleton, WI and has 1 year of experience in the finance industry.

9
Shirlene D. Chart
CRD#: 5246812
8401 Greenway Blvd, Middleton, WI 53562
88
Wealthminder
score

Shirlene Chart (CRD# 5246812) is an Investment Advisor Representative working at Filbrandt Investment Advisers Incorporated in Middleton, WI and has over 2 years of experience in the finance industry.

10
Keith G. Lueck
CRD#: 6599279
8401 Greenway Blvd, Middleton, WI 53562
87
Wealthminder
score

Keith Lueck (CRD# 6599279) is an Investment Advisor Representative working at Filbrandt Investment Advisers Incorporated in Middleton, WI and has 1 year of experience in the finance industry.

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