The Willms Group, A Division Of Quant Ix Software, Inc.

The Willms Group, A Division Of Quant Ix Software, Inc. (CRD# 121393) is a financial advisory firm headquartered in Mequon, WI. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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 The Willms Group, A Division Of Quant Ix Software, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Matthew K. Willms
CRD#: 4559334
1035 W. Glen Oaks Lane, Suite 204, Mequon, WI 53092
93
Wealthminder
score

Matthew Willms (CRD# 4559334) is an Investment Advisor Representative working at The Willms Group, A Division Of Quant Ix Software, Inc. in Mequon, WI and has over 14 years of experience in the finance industry.

2
Peter D. Willms
CRD#: 873238
1035 W Glen Oaks Lane, Mequon, WI 53092
93
Wealthminder
score

Peter Willms (CRD# 873238) is an Investment Advisor Representative working at The Willms Group, A Division Of Quant Ix Software, Inc. in Mequon, WI and has over 14 years of experience in the finance industry.

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