1834 Investment Advisors Company

1834 Investment Advisors Company (CRD# 105435) is a financial advisory firm headquartered in Milwaukee, WI. They manage $1,117,168,761 in 1,077 accounts and serve the financial needs of clients across 52 states (or territories).

Current Firm Details
511 N Broadway, Suite 801, Milwaukee, WI 53202
https://www.1834investmentadvisors.com
By the Numbers
  • Total Assets Under Management
    1,117
    MILLION
  • Total Number of Accounts
    1,077
    ACCOUNTS
  • Average Account Value
    $1,037,297
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
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at 1834 Investment Advisors Company
Showing 1 - 7 of 7 top financial advisors.
1
Matthew Bappert, financial advisor Milwaukee WI
Matthew F. Bappert
CRD#: 6569779
511 N Broadway, Suite 801, Milwaukee, WI 53202

Matthew Bappert (CRD# 6569779) is an Investment Advisor Representative working at 1834 Investment Advisors Company in Milwaukee, WI and has over 8 years of experience in the finance industry.

2
David Becker, financial advisor Milwaukee WI
David P. Becker
CRD#: 2839572
207 E Michigan St, Suite 200, Milwaukee, WI 53202

David Becker (CRD# 2839572) is an Investment Advisor Representative working at 1834 Investment Advisors Company in Milwaukee, WI and has over 27 years of experience in the finance industry.

3
Jared Blanton, financial advisor Evansville IN
Jared Blanton
CRD#: 7685515
123 Main Street, Evansville, IN 47708

Jared Blanton (CRD# 7685515) is an Investment Advisor Representative working at 1834 Investment Advisors Company in Evansville, IN and has 1 year of experience in the finance industry.

4
John Claybon, financial advisor Evansville IN
John C. Claybon
CRD#: 4559433
123 Main Street, Evansville, IN 47708

John Claybon (CRD# 4559433) is an Investment Advisor Representative working at 1834 Investment Advisors Company in Evansville, IN and has 1 year of experience in the finance industry.

5
Steven Fletcher, financial advisor Chicago IL
Steven L. Fletcher
CRD#: 6074501
8750 West Bryn Mawr Avenue, Chicago, IL 60657

Steven Fletcher (CRD# 6074501) is an Investment Advisor Representative working at 1834 Investment Advisors Company in Chicago, IL and has 1 year of experience in the finance industry.

6
Nicholas Gergen, financial advisor Milwaukee WI
Nicholas S. Gergen
CRD#: 5651917
511 N Broadway, Suite 801, Milwaukee, WI 53202

Nicholas Gergen (CRD# 5651917) is an Investment Advisor Representative working at 1834 Investment Advisors Company in Milwaukee, WI and has over 15 years of experience in the finance industry.

7
Christopher Knappstein, financial advisor Chicago IL
Christopher M. Knappstein
CRD#: 4538781
8750 W Bryn Mawr Avenue, Suite 1300, Chicago, IL 60631

Christopher Knappstein (CRD# 4538781) is an Investment Advisor Representative working at 1834 Investment Advisors Company in Chicago, IL and has over 21 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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