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
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.

IA, WI

Financial Advisors at Wisconsin Investment Services, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Michael F. Starshak
CRD#: 2460495
185 Knights Ave, Kewaskum, WI 53040
93
Wealthminder
score

Michael Starshak (CRD# 2460495) is an Investment Advisor Representative working at Wisconsin Investment Services, LLC in Kewaskum, WI and has over 22 years of experience in the finance industry.

2
Jeffrey L. Butler
CRD#: 2319063
185 Knights Ave, Kewaskum, WI 53040
83
Wealthminder
score

Jeffrey Butler (CRD# 2319063) is an Investment Advisor Representative working at Wisconsin Investment Services, LLC in Kewaskum, WI and has over 23 years of experience in the finance industry.

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