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).

By the Numbers
  • Total Assets Under Management
    4,979
    MILLION
  • Total Number of Accounts
    7,507
    ACCOUNTS
  • Average Account Value
    $663,301
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
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.

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

Financial Advisors at Wipfli Financial Advisors, LLC
Showing 1 - 10 of 73 top financial advisors.
1
Micah M. Ballew
CRD#: 6613040
10000 Innovation Drive, Suite 250, Milwaukee, WI 53226

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.

2
Gennady N. Bekasov
CRD#: 5240357
10000 Innovation Drive, Suite 250, Milwaukee, WI 53226

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.

3
Patrick W. Brault
CRD#: 2779083
10000 Innovation Drive, Suite 250, Milwaukee, WI 53226

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.

4
Zola M. Clark
CRD#: 6671596
2501 West Beltline Hwy, Suite 401, Madison, WI 53713

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.

5
Janice L. Deringer
CRD#: 1413867
Lake Oswego, OR

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.

6
Nathan J. Digmann
CRD#: 6856486
10000 W Innovation Drive, Suite 250, Milwaukee, WI 53226

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.

7
Blake B. Faust
CRD#: 6315039
10000 Innovation Drive, Suite 250, Milwaukee, WI 53226

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.

8
Samantha K. Fitzgerald
CRD#: 6034845
10000 Innovation Drive, Suite 250, Milwaukee, WI 53226

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.

9
Kyle R. Gensrick
CRD#: 6907102
4949 Harrison Avenue, Suite 300, Rockford, IL 61108

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.

10
Mckenna L. Girtz
CRD#: 6872603
10000 Innovation Drive, Suite 250, Milwaukee, WI 53226

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.

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