Klcm Advisors, Inc.
Klcm Advisors, Inc. (CRD# 107847) is a financial advisory firm headquartered in Milwaukee, WI. They manage $1,245,254,051 in 605 accounts and serve the financial needs of clients across 12 states (or territories).
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Total Assets Under Management1,245MILLION
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Total Number of Accounts605ACCOUNTS
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Average Account Value$2,058,271
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AL, AZ, CO, FL, IL, IN, MI, MN, NC, NY, TX, WI
Carl Fuda (CRD# 4359846) is an Investment Advisor Representative working at Klcm Advisors, Inc. in Milwaukee, WI and has 1 year of experience in the finance industry.
James Kitzinger (CRD# 2007554) is an Investment Advisor Representative working at Klcm Advisors, Inc. in Milwaukee, WI and has over 34 years of experience in the finance industry.
Neal Coleman (CRD# 6186228) is an Investment Advisor Representative working at Klcm Advisors, Inc. in Milwaukee, WI and has over 10 years of experience in the finance industry.
Katherine Licau Gifford (CRD# 6465260) is an Investment Advisor Representative working at Klcm Advisors, Inc. in Milwaukee, WI and has 1 year of experience in the finance industry.
Mark Sailer (CRD# 4540090) is an Investment Advisor Representative working at Klcm Advisors, Inc. in Milwaukee, WI and has over 21 years of experience in the finance industry.