Wisco Investment Management LLC

Wisco Investment Management LLC (CRD# 156476) is a financial advisory firm headquartered in Madison, WI. They manage $15,039,698 in 168 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    168
    ACCOUNTS
  • Average Account Value
    $89,522
Compensation Options
  • A percentage of assets under your management
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
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 Wisco Investment Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Stephen J. Share
CRD#: 5711561
402 Gammon Place, Suite 380, Madison, WI 53719
96
Wealthminder
score

Stephen Share (CRD# 5711561) is an Investment Advisor Representative working at Wisco Investment Management LLC in Madison, WI and has over 7 years of experience in the finance industry.

2
Gregory J. Schroeder
CRD#: 2518396
402 Gammon Place, Suite 380, Madison, WI 53719
93
Wealthminder
score

Gregory Schroeder (CRD# 2518396) is an Investment Advisor Representative working at Wisco Investment Management LLC in Madison, WI and has over 11 years of experience in the finance industry.

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