Mpc Advisers, LLC

Mpc Advisers, LLC (CRD# 155997) is a financial advisory firm headquartered in Brookfield, WI. They manage $336,000,000 in 1,700 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    336
    MILLION
  • Total Number of Accounts
    1,700
    ACCOUNTS
  • Average Account Value
    $197,647
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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, FL, IL, LA, MI, MN, OR, TX, WA, WI

Financial Advisors at Mpc Advisers, LLC
Showing 1 - 10 of 15 top financial advisors.
1
David G. Berka
CRD#: 1451859
16655 Bluemound Road, Suite 150, Brookfield, WI 53005
96
Wealthminder
score

David Berka (CRD# 1451859) is an Investment Advisor Representative working at Mpc Advisers, LLC in Brookfield, WI and has over 30 years of experience in the finance industry.

2
Charles R. Hurtgen
CRD#: 3116481
16655 Bluemound Road, Suite 150, Brookfield, WI 53005
96
Wealthminder
score

Charles Hurtgen (CRD# 3116481) is an Investment Advisor Representative working at Mpc Advisers, LLC in Brookfield, WI and has over 17 years of experience in the finance industry. Charles Hurtgen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Bart D. Lia
CRD#: 1439686
16655 Bluemound Road, Suite 150, Brookfield, WI 53005
96
Wealthminder
score

Bart Lia (CRD# 1439686) is an Investment Advisor Representative working at Mpc Advisers, LLC in Brookfield, WI and has over 30 years of experience in the finance industry.

4
Thomas G. Polzin
CRD#: 1029778
Venice, FL
96
Wealthminder
score

Thomas Polzin (CRD# 1029778) is an Investment Advisor Representative working at Mpc Advisers, LLC in Venice, FL and has over 24 years of experience in the finance industry. Thomas Polzin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Craig C. Thompson
CRD#: 1213391
16655 Bluemound Road, Suite 150, Brookfield, WI 53005
96
Wealthminder
score

Craig Thompson (CRD# 1213391) is an Investment Advisor Representative working at Mpc Advisers, LLC in Brookfield, WI and has over 33 years of experience in the finance industry.

6
Derek J. Winn
CRD#: 4237034
16655 Bluemound Road, Suite 150, Brookfield, WI 53005
96
Wealthminder
score

Derek Winn (CRD# 4237034) is an Investment Advisor Representative working at Mpc Advisers, LLC in Brookfield, WI and has over 16 years of experience in the finance industry.

7
Amy M. Ley
CRD#: 2214715
16655 Bluemound Road, Suite 150, Brookfield, WI 53005
93
Wealthminder
score

Amy Ley (CRD# 2214715) is an Investment Advisor Representative working at Mpc Advisers, LLC in Brookfield, WI and has over 24 years of experience in the finance industry.

8
Bryan C. Marshall
CRD#: 3234357
16655 Bluemound Road, Suite 150, Brookfield, WI 53005
93
Wealthminder
score

Bryan Marshall (CRD# 3234357) is an Investment Advisor Representative working at Mpc Advisers, LLC in Brookfield, WI and has over 17 years of experience in the finance industry.

9
Michael L. Matrise
CRD#: 1029746
16655 Bluemound Road, Suite 150, Brookfield, WI 53005
93
Wealthminder
score

Michael Matrise (CRD# 1029746) is an Investment Advisor Representative working at Mpc Advisers, LLC in Brookfield, WI and has over 20 years of experience in the finance industry.

10
Dominic M. Rice
CRD#: 4093747
16655 Bluemound Road, Suite 150, Brookfield, WI 53005
93
Wealthminder
score

Dominic Rice (CRD# 4093747) is an Investment Advisor Representative working at Mpc Advisers, LLC in Brookfield, WI and has over 16 years of experience in the finance industry.

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