Klcm Advisors, Inc.

Klcm Advisors, Inc. (CRD# 107847) is a financial advisory firm headquartered in Milwaukee, WI. They manage $655,844,981 in 381 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    656
    MILLION
  • Total Number of Accounts
    381
    ACCOUNTS
  • Average Account Value
    $1,721,378
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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, MO, NC, NY, TX, WI

Financial Advisors at Klcm Advisors, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
James B. Kitzinger
CRD#: 2007554
330 E. Kilbourn Avenue, Suite 1180, Milwaukee, WI 53202
93
Wealthminder
score

James Kitzinger (CRD# 2007554) is an Investment Advisor Representative working at Klcm Advisors, Inc. in Milwaukee, WI and has over 28 years of experience in the finance industry.

2
Carl J. Fuda
CRD#: 4359846
330 E. Kilbourn Avenue, Suite 1180, Milwaukee, WI 53202
87
Wealthminder
score

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.

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