Klcm Advisors, Inc.

Klcm Advisors, Inc. (CRD# 107847) is a financial advisory firm headquartered in Milwaukee, WI. They manage $893,920,294 in 465 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    894
    MILLION
  • Total Number of Accounts
    465
    ACCOUNTS
  • Average Account Value
    $1,922,409
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
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.

AZ, CA, CO, FL, IL, IN, MI, NC, NY, TX, WI

Financial Advisors at Klcm Advisors, Inc.
Showing 1 - 2 of 2 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 30 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.