Wisconsin Wealth Advisors, LLC
Wisconsin Wealth Advisors, LLC (CRD# 145946) is a financial advisory firm headquartered in Sun Prairie, WI. They manage $92,508,031 in 222 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management93MILLION
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Total Number of Accounts222ACCOUNTS
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Average Account Value$416,703
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
TX, WI
Shaun Balding (CRD# 6058776) is an Investment Advisor Representative working at Wisconsin Wealth Advisors, LLC in Sun Prairie, WI and has over 6 years of experience in the finance industry.
Jonathan Hill (CRD# 1372348) is an Investment Advisor Representative working at Wisconsin Wealth Advisors, LLC in Sun Prairie, WI and has over 38 years of experience in the finance industry.
Chris Swenson (CRD# 4287391) is an Investment Advisor Representative working at Wisconsin Wealth Advisors, LLC in Sun Prairie, WI and has over 23 years of experience in the finance industry.