Sii Investments, Inc.
Sii Investments, Inc. (CRD# 2225) is a financial advisory firm headquartered in Appleton, WI. They manage $4,389,983,611 in 18,681 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management4,390MILLION
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Total Number of Accounts18,681ACCOUNTS
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Average Account Value$234,997
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
Nicholas Ackerman (CRD# 6333490) is an Investment Advisor Representative working at Sii Investments, Inc. in Iron Mountain, MI and has over 9 years of experience in the finance industry.
James Ashcroft (CRD# 8061) is an Investment Advisor Representative working at Sii Investments, Inc. in Kansas City, MO and has over 41 years of experience in the finance industry.
Lisa Baker (CRD# 5775370) is an Investment Advisor Representative working at Sii Investments, Inc. in Missoula, MT and has over 13 years of experience in the finance industry.
Kent Barber (CRD# 1112344) is an Investment Advisor Representative working at Sii Investments, Inc. in Kansas City, MO and has over 40 years of experience in the finance industry.
Nicholas Burken (CRD# 5911817) is an Investment Advisor Representative working at Sii Investments, Inc. in Madison, WI and has over 12 years of experience in the finance industry.
Vincent Catania (CRD# 4414476) is an Investment Advisor Representative working at Sii Investments, Inc. in Crown Point, IN and has over 22 years of experience in the finance industry.
Gregory Cicotte (CRD# 1208709) is an Investment Advisor Representative working at Sii Investments, Inc. in Appleton, WI and has over 32 years of experience in the finance industry.
Louis Colavecchio (CRD# 6406799) is an Investment Advisor Representative working at Sii Investments, Inc. in West Warwick, RI and has over 9 years of experience in the finance industry.
Kenneth Colbo (CRD# 2693013) is an Investment Advisor Representative working at Sii Investments, Inc. in Missoula, MT and has over 28 years of experience in the finance industry.
Heather Crider (CRD# 4662326) is an Investment Advisor Representative working at Sii Investments, Inc. in Trenton, IL and has over 18 years of experience in the finance industry.