Francis Investment Counsel LLC

Francis Investment Counsel LLC (CRD# 130687) is a financial advisory firm headquartered in Brookfield, WI. They manage $120,224,000 in 2 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    120
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $60,112,000
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
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.

WI

Financial Advisors at Francis Investment Counsel LLC
Showing 1 - 10 of 11 top financial advisors.
1
Kelli B. Send
CRD#: 1738572
19435 W. Capitol Drive, Brookfield, WI 53045
96
Wealthminder
score

Kelli Send (CRD# 1738572) is an Investment Advisor Representative working at Francis Investment Counsel LLC in Brookfield, WI and has over 23 years of experience in the finance industry. Kelli Send 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
Patricia M. Dirksmeyer
CRD#: 4769196
19435 W. Capitol Drive, Brookfield, WI 53045
93
Wealthminder
score

Patricia Dirksmeyer (CRD# 4769196) is an Investment Advisor Representative working at Francis Investment Counsel LLC in Brookfield, WI and has over 12 years of experience in the finance industry.

3
Clifford H. Dunteman
CRD#: 2077855
19435 W. Capitol Drive, Brookfield, WI 53045
93
Wealthminder
score

Clifford Dunteman (CRD# 2077855) is an Investment Advisor Representative working at Francis Investment Counsel LLC in Brookfield, WI and has over 23 years of experience in the finance industry.

4
Meredith M. Ehn
CRD#: 4866526
19435 W. Capitol Drive, Brookfield, WI 53045
93
Wealthminder
score

Meredith Ehn (CRD# 4866526) is an Investment Advisor Representative working at Francis Investment Counsel LLC in Brookfield, WI and has over 9 years of experience in the finance industry.

5
Michael J. Francis
CRD#: 1310170
19435 W. Capitol Drive, Brookfield, WI 53045
93
Wealthminder
score

Michael Francis (CRD# 1310170) is an Investment Advisor Representative working at Francis Investment Counsel LLC in Brookfield, WI and has over 32 years of experience in the finance industry.

6
Kevin J. Roloff
CRD#: 6415469
19435 W. Capitol Drive, Brookfield, WI 53045
93
Wealthminder
score

Kevin Roloff (CRD# 6415469) is an Investment Advisor Representative working at Francis Investment Counsel LLC in Brookfield, WI and has over 7 years of experience in the finance industry.

7
Timothy M. Shirk
CRD#: 6421306
19435 W. Capitol Drive, Brookfield, WI 53045
93
Wealthminder
score

Timothy Shirk (CRD# 6421306) is an Investment Advisor Representative working at Francis Investment Counsel LLC in Brookfield, WI and has over 10 years of experience in the finance industry.

8
Joseph J. Topp
CRD#: 4200754
19435 W. Capitol Drive, Brookfield, WI 53045
93
Wealthminder
score

Joseph Topp (CRD# 4200754) is an Investment Advisor Representative working at Francis Investment Counsel LLC in Brookfield, WI and has over 16 years of experience in the finance industry.

9
Matthew M. Vandre
CRD#: 5810836
19435 W. Capitol Drive, Brookfield, WI 53045
93
Wealthminder
score

Matthew Vandre (CRD# 5810836) is an Investment Advisor Representative working at Francis Investment Counsel LLC in Brookfield, WI and has over 6 years of experience in the finance industry.

10
Anne O. Loppnow
CRD#: 6401839
19435 W. Capitol Drive, Brookfield, WI 53045
88
Wealthminder
score

Anne Loppnow (CRD# 6401839) is an Investment Advisor Representative working at Francis Investment Counsel LLC in Brookfield, WI and has over 2 years of experience in the finance industry.

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