Whn Investor Services, Inc.

Whn Investor Services, Inc. (CRD# 10046) is a financial advisory firm headquartered in , . They manage $4,497,928 in 6 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $749,655
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

WI

Financial Advisors at Whn Investor Services, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
William Niewoehner, financial advisor Brookfield WI
William H. Niewoehner
CRD#: 348217
300 N. Corporate Dr., Brookfield, WI 53045

William Niewoehner (CRD# 348217) is an Investment Advisor Representative working at Whn Investor Services, Inc. in Brookfield, WI and has over 43 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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