Trustee Advisory Services, LLC

Trustee Advisory Services, LLC (CRD# 129901) is a financial advisory firm headquartered in Appleton, WI. They manage $20,278,000 in 10 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
100 West Lawrence Street, Suite 422, Appleton, WI 54911
By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $2,027,800
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

WI

Financial Advisors at Trustee Advisory Services, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Randall Lawson, financial advisor Milwaukee WI
Randall A. Lawson
CRD#: 2494491
833 E. Michigan St., Suite 1800, Milwaukee, WI 53202

Randall Lawson (CRD# 2494491) is an Investment Advisor Representative working at Trustee Advisory Services, LLC in Milwaukee, WI and has over 26 years 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.

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