Oarsman Capital, Inc.

Oarsman Capital, Inc. (CRD# 109993) is a financial advisory firm headquartered in Milwaukee, WI. They manage $359,780,604 in 1,327 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    360
    MILLION
  • Total Number of Accounts
    1,327
    ACCOUNTS
  • Average Account Value
    $271,123
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
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, FL, IA, IL, IN, MN, WA, WI

Financial Advisors at Oarsman Capital, Inc.
Showing 1 - 10 of 10 top financial advisors.
1
Holly J. Hoffe
CRD#: 2831185
759 North Milwaukee Street, Milwaukee, WI 53202
93
Wealthminder
score

Holly Hoffe (CRD# 2831185) is an Investment Advisor Representative working at Oarsman Capital, Inc. in Milwaukee, WI and has over 17 years of experience in the finance industry.

2
Benjamin J. Kebbekus
CRD#: 2831146
759 N. Milwaukee Street, Milwaukee, WI 53202
93
Wealthminder
score

Benjamin Kebbekus (CRD# 2831146) is an Investment Advisor Representative working at Oarsman Capital, Inc. in Milwaukee, WI and has over 18 years of experience in the finance industry.

3
Matthew W. Klewer
CRD#: 4018943
759 North Milwaukee Street, Milwaukee, WI 53202
93
Wealthminder
score

Matthew Klewer (CRD# 4018943) is an Investment Advisor Representative working at Oarsman Capital, Inc. in Milwaukee, WI and has over 15 years of experience in the finance industry.

4
Peter S. Lautmann
CRD#: 2007575
759 North Milwaukee Street, Milwaukee, WI 53202
93
Wealthminder
score

Peter Lautmann (CRD# 2007575) is an Investment Advisor Representative working at Oarsman Capital, Inc. in Milwaukee, WI and has over 27 years of experience in the finance industry.

5
Gerald W. Nackers
CRD#: 2017730
13160 West Burleigh Road, Brookfield, WI 53005
93
Wealthminder
score

Gerald Nackers (CRD# 2017730) is an Investment Advisor Representative working at Oarsman Capital, Inc. in Brookfield, WI and has over 27 years of experience in the finance industry.

6
Thomas H. Nackers
CRD#: 1007537
13160 West Burleigh Road, Brookfield, WI 53005
93
Wealthminder
score

Thomas Nackers (CRD# 1007537) is an Investment Advisor Representative working at Oarsman Capital, Inc. in Brookfield, WI and has over 36 years of experience in the finance industry.

7
Robert W. Phelps
CRD#: 2507028
759 North Milwaukee Street, Milwaukee, WI 53202
93
Wealthminder
score

Robert Phelps (CRD# 2507028) is an Investment Advisor Representative working at Oarsman Capital, Inc. in Milwaukee, WI and has over 22 years of experience in the finance industry.

8
Alan L. Purintun
CRD#: 2538040
759 North Milwaukee Street, Milwaukee, WI 53202
93
Wealthminder
score

Alan Purintun (CRD# 2538040) is an Investment Advisor Representative working at Oarsman Capital, Inc. in Milwaukee, WI and has over 22 years of experience in the finance industry.

9
Brent V. Schneider
CRD#: 2120016
759 North Milwaukee Street, Milwaukee, WI 53202
93
Wealthminder
score

Brent Schneider (CRD# 2120016) is an Investment Advisor Representative working at Oarsman Capital, Inc. in Milwaukee, WI and has over 26 years of experience in the finance industry.

10
Douglas W. Schwartz
CRD#: 860870
Ephraim, WI
93
Wealthminder
score

Douglas Schwartz (CRD# 860870) is an Investment Advisor Representative working at Oarsman Capital, Inc. in Ephraim, WI and has over 23 years of experience in the finance industry.

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