Tower View Wealth Management LLC

Tower View Wealth Management LLC (CRD# 108739) is a financial advisory firm headquartered in Oshkosh, WI. They manage $244,073,541 in 198 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
146 Algoma Blvd, Suite E, Oshkosh, WI 54901
http://www.tower-view.com
By the Numbers
  • Total Assets Under Management
    244
    MILLION
  • Total Number of Accounts
    198
    ACCOUNTS
  • Average Account Value
    $1,232,695
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, IL, MN, NH, TX, WI

Financial Advisors at Tower View Wealth Management LLC
Showing 1 - 3 of 3 top financial advisors.
1
Raman Ghei, financial advisor Milwaukee WI
Raman J. Ghei
CRD#: 1530677
Milwaukee, WI

Raman Ghei (CRD# 1530677) is an Investment Advisor Representative working at Tower View Wealth Management LLC in Milwaukee, WI and has over 37 years of experience in the finance industry.

2
Sophia Bradshaw, financial advisor Chicago IL
Sophia R. Bradshaw
CRD#: 7143839
Chicago, IL

Sophia Bradshaw (CRD# 7143839) is an Investment Advisor Representative working at Tower View Wealth Management LLC in Chicago, IL and has over 4 years of experience in the finance industry.

3
Mariah Magana Mayorga, financial advisor Shorewood WI
Mariah L. Magana Mayorga
CRD#: 7886239
Shorewood, WI

Mariah Magana Mayorga (CRD# 7886239) is an Investment Advisor Representative working at Tower View Wealth Management LLC in Shorewood, WI and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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