Wallem Associates, Inc.

Wallem Associates, Inc. (CRD# 326880) is a financial advisory firm headquartered in Loves Park, IL. They serve the financial needs of clients across 2 states (or territories).

Current Firm Details

6144 East Riverside Boulevard, Loves Park, IL 61111

By the Numbers

Total Assets Under Management

0

MILLION
Total Number of Accounts

0

ACCOUNTS
Average Account Value

$0

Compensation Options

A percentage of assets under your management

Advisory Services Offered

Portfolio management for individuals and/or small businesses
Pension consulting services
Selection of other advisers (including private fund managers)

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

IL, WI

Financial Advisors at Wallem Associates, Inc.

Showing 1 - 2 of 2 top financial advisors.

Michael E. Sullivan

CRD#: 2423809

6144 East Riverside Boulevard, Loves Park, IL 61111

Michael Sullivan (CRD# 2423809) is an Investment Advisor Representative working at Wallem Associates, Inc. in Loves Park, IL and has over 30 years of experience in the finance industry.

Jeffery P. Wallem

CRD#: 2454400

6144 East Riverside Boulevard, Loves Park, IL 61111

Jeffery Wallem (CRD# 2454400) is an Investment Advisor Representative working at Wallem Associates, Inc. in Loves Park, IL and has over 30 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.

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