Lotzer & Company,inc.

Lotzer & Company,inc. (CRD# 113087) is a financial advisory firm headquartered in Bayside, WI. They manage $5,624,392 in 95 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    95
    ACCOUNTS
  • Average Account Value
    $59,204
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.

WI

Financial Advisors at Lotzer & Company,inc.
Showing 1 - 1 of 1 top financial advisors.
1
Patrick K. Lotzer
CRD#: 2582216
Milwaukee, WI
93
Wealthminder
score

Patrick Lotzer (CRD# 2582216) is an Investment Advisor Representative working at Lotzer & Company,inc. in Milwaukee, WI and has over 21 years of experience in the finance industry.

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