Wisco Investment Management LLC

Wisco Investment Management LLC (CRD# 156476) is a financial advisory firm headquartered in Madison, WI. They manage $64,785,115 in 416 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
402 Gammon Place, Suite 380, Madison, WI 53719
https://www.facebook.com/wiscoinvest/
By the Numbers
  • Total Assets Under Management
    65
    MILLION
  • Total Number of Accounts
    416
    ACCOUNTS
  • Average Account Value
    $155,733
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX, WI

Financial Advisors at Wisco Investment Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Gregory Schroeder, financial advisor Madison WI
Gregory J. Schroeder
CRD#: 2518396
402 Gammon Place, Suite 380, Madison, WI 53719

Gregory Schroeder (CRD# 2518396) is an Investment Advisor Representative working at Wisco Investment Management LLC in Madison, WI and has over 19 years of experience in the finance industry.

2
Stephen Share, financial advisor Madison WI
Stephen J. Share
CRD#: 5711561
402 Gammon Place, Suite 380, Madison, WI 53719

Stephen Share (CRD# 5711561) is an Investment Advisor Representative working at Wisco Investment Management LLC in Madison, WI and has over 14 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.

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