The Investment Counsel LLC

The Investment Counsel LLC (CRD# 175006) is a financial advisory firm headquartered in , . They manage $7,000,000 in 56 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    56
    ACCOUNTS
  • Average Account Value
    $125,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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.

MN, WI

Financial Advisors at The Investment Counsel LLC
Showing 1 - 2 of 2 top financial advisors.
1
James P. Mehrman
CRD#: 5650061
Eau Claire, WI
93
Wealthminder
score

James Mehrman (CRD# 5650061) is an Investment Advisor Representative working at The Investment Counsel LLC in Eau Claire, WI and has over 7 years of experience in the finance industry.

2
Brandon M. Adkins
CRD#: 5858667
Eau Claire, WI
58
Wealthminder
score

Brandon Adkins (CRD# 5858667) is an Investment Advisor Representative working at The Investment Counsel LLC in Eau Claire, WI and has over 5 years of experience in the finance industry.

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