Be advised. This firm is no longer registered.

Wipfli Financial Advisors, LLC

Wipfli Financial Advisors, LLC (CRD# 109983) is a financial advisory firm headquartered in Milwaukee, WI. They manage $5,066,337,996 in 9,010 accounts and serve the financial needs of clients across 33 states (or territories).

By the Numbers
  • Total Assets Under Management
    5,066
    MILLION
  • Total Number of Accounts
    9,010
    ACCOUNTS
  • Average Account Value
    $562,302
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AR, AZ, CA, CO, DE, FL, GA, IA, IL, IN, LA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI

Financial Advisors at Wipfli Financial Advisors, LLC
No Advisor Found.
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