Trustee Advisory Services, LLC

Trustee Advisory Services, LLC (CRD# 129901) is a financial advisory firm headquartered in Waukesha, WI. They manage $35,822,871 in 39 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    39
    ACCOUNTS
  • Average Account Value
    $918,535
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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 Trustee Advisory Services, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Randall A. Lawson
CRD#: 2494491
N21 W23350 Ridgeview Parkway, Waukesha, WI 53188
93
Wealthminder
score

Randall Lawson (CRD# 2494491) is an Investment Advisor Representative working at Trustee Advisory Services, LLC in Waukesha, WI and has over 19 years of experience in the finance industry.

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