Wipfli Financial Advisors, LLC
Wipfli Financial Advisors, LLC (CRD# 109983) is a financial advisory firm headquartered in Milwaukee, WI. They manage $4,979,403,438 in 7,507 accounts and serve the financial needs of clients across 33 states (or territories).
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Total Assets Under Management4,979MILLION
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Total Number of Accounts7,507ACCOUNTS
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Average Account Value$663,301
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CO, DE, FL, GA, IA, IL, IN, LA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI
Micah Ballew (CRD# 6613040) is an Investment Advisor Representative working at Wipfli Financial Advisors, LLC in Milwaukee, WI and has over 5 years of experience in the finance industry. Micah Ballew has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Gennady Bekasov (CRD# 5240357) is an Investment Advisor Representative working at Wipfli Financial Advisors, LLC in Milwaukee, WI and has over 15 years of experience in the finance industry.
Patrick Brault (CRD# 2779083) is an Investment Advisor Representative working at Wipfli Financial Advisors, LLC in Milwaukee, WI and has over 25 years of experience in the finance industry.
Zola Clark (CRD# 6671596) is an Investment Advisor Representative working at Wipfli Financial Advisors, LLC in Madison, WI and has over 5 years of experience in the finance industry.
Janice Deringer (CRD# 1413867) is an Investment Advisor Representative working at Wipfli Financial Advisors, LLC in Lake Oswego, OR and has over 28 years of experience in the finance industry.
Nathan Digmann (CRD# 6856486) is an Investment Advisor Representative working at Wipfli Financial Advisors, LLC in Milwaukee, WI and has over 4 years of experience in the finance industry. Nathan Digmann has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Blake Faust (CRD# 6315039) is an Investment Advisor Representative working at Wipfli Financial Advisors, LLC in Milwaukee, WI and has over 8 years of experience in the finance industry. Blake Faust has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Samantha Fitzgerald (CRD# 6034845) is an Investment Advisor Representative working at Wipfli Financial Advisors, LLC in Milwaukee, WI and has over 8 years of experience in the finance industry.
Kyle Gensrick (CRD# 6907102) is an Investment Advisor Representative working at Wipfli Financial Advisors, LLC in Rockford, IL and has over 4 years of experience in the finance industry. Kyle Gensrick has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Mckenna Girtz (CRD# 6872603) is an Investment Advisor Representative working at Wipfli Financial Advisors, LLC in Milwaukee, WI and has over 4 years of experience in the finance industry. Mckenna Girtz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.