Witthoff Consulting Services, LLC

Witthoff Consulting Services, LLC (CRD# 129643) is a financial advisory firm headquartered in , . They serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
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, OR

Financial Advisors at Witthoff Consulting Services, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Robert J. Badger
CRD#: 9851
936 8th Street, West Des Moines, IA 50265
96
Wealthminder
score

Robert Badger (CRD# 9851) is an Investment Advisor Representative working at Witthoff Consulting Services, LLC in West Des Moines, IA and has over 34 years of experience in the finance industry. Robert Badger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Julie A. Witthoff
CRD#: 1175679
4604 66th Street, Urbandale, IA 50322
76
Wealthminder
score

Julie Witthoff (CRD# 1175679) is an Investment Advisor Representative working at Witthoff Consulting Services, LLC in Urbandale, IA and has over 25 years of experience in the finance industry. Julie Witthoff has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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