Wisconsin Wealth Advisors, LLC

Wisconsin Wealth Advisors, LLC (CRD# 145946) is a financial advisory firm headquartered in Sun Prairie, WI. They manage $86,520,198 in 463 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1777 West Main Street, Suite 203, Sun Prairie, WI 53590
http://www.wiwealthadvisors.com
By the Numbers
  • Total Assets Under Management
    87
    MILLION
  • Total Number of Accounts
    463
    ACCOUNTS
  • Average Account Value
    $186,869
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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 Wisconsin Wealth Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Shaun Balding, financial advisor Sun Prairie WI
Shaun M. Balding
CRD#: 6058776
1777 West Main Street, Suite 203, Sun Prairie, WI 53590

Shaun Balding (CRD# 6058776) is an Investment Advisor Representative working at Wisconsin Wealth Advisors, LLC in Sun Prairie, WI and has over 4 years of experience in the finance industry.

2
Jonathan Hill, financial advisor Sun Prairie WI
Jonathan W. Hill
CRD#: 1372348
1777 West Main Street, Suite 203, Sun Prairie, WI 53590

Jonathan Hill (CRD# 1372348) is an Investment Advisor Representative working at Wisconsin Wealth Advisors, LLC in Sun Prairie, WI and has over 36 years of experience in the finance industry.

3
Chris Swenson, financial advisor Sun Prairie WI
Chris A. Swenson
CRD#: 4287391
1777 West Main Street, Suite 203, Sun Prairie, WI 53590

Chris Swenson (CRD# 4287391) is an Investment Advisor Representative working at Wisconsin Wealth Advisors, LLC in Sun Prairie, WI and has over 21 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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