Milwaukee Institutional Asset Management

Milwaukee Institutional Asset Management (CRD# 144260) is a financial advisory firm headquartered in Mequon, WI. They manage $84,350,000 in 304 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    84
    MILLION
  • Total Number of Accounts
    304
    ACCOUNTS
  • Average Account Value
    $277,467
Compensation Options
  • A percentage of assets under your management
  • Other
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.

CA, IL, MA, NY, TX, WI

Financial Advisors at Milwaukee Institutional Asset Management
Showing 1 - 4 of 4 top financial advisors.
1
Jeffrey R. Geygan
CRD#: 1705630
1500 W. Market Street, Suite 250, Mequon, WI 53092
93
Wealthminder
score

Jeffrey Geygan (CRD# 1705630) is an Investment Advisor Representative working at Milwaukee Institutional Asset Management in Mequon, WI and has over 30 years of experience in the finance industry.

2
Thomas M. Molosky
CRD#: 5950159
1500 W. Market Street, Suite 250, Mequon, WI 53092
93
Wealthminder
score

Thomas Molosky (CRD# 5950159) is an Investment Advisor Representative working at Milwaukee Institutional Asset Management in Mequon, WI and has over 6 years of experience in the finance industry.

3
James P. Geygan
CRD#: 5156746
1500 W. Market Street, Suite 250, Mequon, WI 53092
90
Wealthminder
score

James Geygan (CRD# 5156746) is an Investment Advisor Representative working at Milwaukee Institutional Asset Management in Mequon, WI and has over 5 years of experience in the finance industry.

4
Samuel J. Schaefer
CRD#: 6554382
1500 W. Market Street, Suite 250, Mequon, WI 53092
89
Wealthminder
score

Samuel Schaefer (CRD# 6554382) is an Investment Advisor Representative working at Milwaukee Institutional Asset Management in Mequon, WI and has over 2 years of experience in the finance industry.

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