Whn Investor Services, Inc.

Whn Investor Services, Inc. (CRD# 10046) is a financial advisory firm headquartered in Brookfield, WI. They manage $12,100,000 in 21 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    21
    ACCOUNTS
  • Average Account Value
    $576,190
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
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 Whn Investor Services, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
William H. Niewoehner
CRD#: 348217
300 N. Corporate Dr., Brookfield, WI 53045
93
Wealthminder
score

William Niewoehner (CRD# 348217) is an Investment Advisor Representative working at Whn Investor Services, Inc. in Brookfield, WI and has over 36 years of experience in the finance industry.

2
Paula M. Weiberg
CRD#: 4702139
300 N. Corporate Drive, Suite 215, Brookfield, WI 53045
87
Wealthminder
score

Paula Weiberg (CRD# 4702139) is an Investment Advisor Representative working at Whn Investor Services, Inc. in Brookfield, WI and has 1 year of experience in the finance industry.

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