Be advised. This firm is no longer registered.

Wisconsin Investment Services, LLC

Wisconsin Investment Services, LLC (CRD# 147117) is a financial advisory firm headquartered in Kewaskum, WI. They manage $25,000,000 in 300 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    300
    ACCOUNTS
  • Average Account Value
    $83,333
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IA, WI

Financial Advisors at Wisconsin Investment Services, LLC
No Advisor Found.
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