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).

By the Numbers
  • Total Assets Under Management
    1,245
    MILLION
  • Total Number of Accounts
    605
    ACCOUNTS
  • Average Account Value
    $2,058,271
Compensation Options
  • A percentage of assets under your management
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AZ, CO, FL, IL, IN, MI, MN, NC, NY, TX, WI

Financial Advisors at Klcm Advisors, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Carl J. Fuda
CRD#: 4359846
330 E. Kilbourn Avenue, Suite 1180, Milwaukee, WI 53202

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.

2
James B. Kitzinger
CRD#: 2007554
330 E. Kilbourn Avenue, Suite 1180, Milwaukee, WI 53202

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.

3
Neal P. Coleman
CRD#: 6186228
330 E Kilbourn Avenue, Suite 1180, Milwaukee, WI 53202

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.

4
Katherine R. Licau Gifford
CRD#: 6465260
330 E Kilbourn Avenue, Suite 1180, Milwaukee, WI 53202

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.

5
Mark A. Sailer
CRD#: 4540090
330 E Kilbourn Avenue, Suite 1180, Milwaukee, WI 53202

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.

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