Rmr Financial Advisors, LLC

Rmr Financial Advisors, LLC (CRD# 151173) is a financial advisory firm headquartered in Madison, WI. They manage $185,997,000 in 127 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    186
    MILLION
  • Total Number of Accounts
    127
    ACCOUNTS
  • Average Account Value
    $1,464,543
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
  • Selection of other advisers (including private fund managers)
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.

IL, MN, TX, WI

Financial Advisors at Rmr Financial Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Erik J. Mikkelson
CRD#: 4341401
400 Interlake Drive, Suite 200, Madison, WI 53716
96
Wealthminder
score

Erik Mikkelson (CRD# 4341401) is an Investment Advisor Representative working at Rmr Financial Advisors, LLC in Madison, WI and has over 15 years of experience in the finance industry. Erik Mikkelson 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.

2
Susan B. Haugen
CRD#: 4105882
400 Interlake Drive, Suite 200, Madison, WI 53716
93
Wealthminder
score

Susan Haugen (CRD# 4105882) is an Investment Advisor Representative working at Rmr Financial Advisors, LLC in Madison, WI and has over 7 years of experience in the finance industry.

3
Douglas K. Giageos
CRD#: 5957823
400 Interlake Drive, Suite 200, Madison, WI 53716
90
Wealthminder
score

Douglas Giageos (CRD# 5957823) is an Investment Advisor Representative working at Rmr Financial Advisors, LLC in Madison, WI and has 1 year of experience in the finance industry. Douglas Giageos 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.

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