Wiara Investment Management, LLC

Wiara Investment Management, LLC (CRD# 151324) is a financial advisory firm headquartered in Menasha, WI. They manage $4,715,393 in 15 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
806 Valley Road, Suite 14, Menasha, WI 54952
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    15
    ACCOUNTS
  • Average Account Value
    $314,360
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

WI

Financial Advisors at Wiara Investment Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
John Wypiszinski, financial advisor Menasha WI
John P. Wypiszinski
CRD#: 2059190
806 Valley Road, Suite 14, Menasha, WI 54952

John Wypiszinski (CRD# 2059190) is an Investment Advisor Representative working at Wiara Investment Management, LLC in Menasha, WI and has over 33 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