Fund Management Corp.

Fund Management Corp. (CRD# 113341) is a financial advisory firm headquartered in Mequon, WI. They manage $25,267,621 in 106 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    106
    ACCOUNTS
  • Average Account Value
    $238,374
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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.

FL, WI

Financial Advisors at Fund Management Corp.
Showing 1 - 3 of 3 top financial advisors.
1
William D. Morrison
CRD#: 6192032
1025 W Glen Oaks Ln, Suite 108, Mequon, WI 53092
90
Wealthminder
score

William Morrison (CRD# 6192032) is an Investment Advisor Representative working at Fund Management Corp. in Mequon, WI and has over 4 years of experience in the finance industry.

2
Paul A. Presti
CRD#: 4405692
1025 W Glen Oaks Ln, Suite 108, Mequon, WI 53092
87
Wealthminder
score

Paul Presti (CRD# 4405692) is an Investment Advisor Representative working at Fund Management Corp. in Mequon, WI and has 1 year of experience in the finance industry.

3
Kenneth E. Karr
CRD#: 2720108
1025 W Glen Oaks Ln, Suite 108, Mequon, WI 53092
86
Wealthminder
score

Kenneth Karr (CRD# 2720108) is an Investment Advisor Representative working at Fund Management Corp. in Mequon, WI and has over 20 years of experience in the finance industry. Kenneth Karr 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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