Stoeckler Financial Advisory Services, LLC

Stoeckler Financial Advisory Services, LLC (CRD# 143669) is a financial advisory firm headquartered in Brookfield, WI. They manage $27,451,231 in 127 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    127
    ACCOUNTS
  • Average Account Value
    $216,151
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
  • Pension consulting services
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.

WI

Financial Advisors at Stoeckler Financial Advisory Services, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Russell D. Stoeckler
CRD#: 2478564
12545 W Burleigh Road, Brookfield, WI 53005
96
Wealthminder
score

Russell Stoeckler (CRD# 2478564) is an Investment Advisor Representative working at Stoeckler Financial Advisory Services, LLC in Brookfield, WI and has over 22 years of experience in the finance industry.

2
Matthew L. Radish
CRD#: 1199796
12545 W. Burleigh Road, Suite 4, Brookfield, WI 53005
93
Wealthminder
score

Matthew Radish (CRD# 1199796) is an Investment Advisor Representative working at Stoeckler Financial Advisory Services, LLC in Brookfield, WI and has over 33 years of experience in the finance industry.

3
Adam R. Stoeckler
CRD#: 5841666
12545 W. Burleigh Road, Suite 4, Brookfield, WI 53005
93
Wealthminder
score

Adam Stoeckler (CRD# 5841666) is an Investment Advisor Representative working at Stoeckler Financial Advisory Services, LLC in Brookfield, WI and has over 6 years of experience in the finance industry.

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