Wolf Robertson Advisors Inc.

Wolf Robertson Advisors Inc. (CRD# 140854) is a financial advisory firm headquartered in Thiensville, WI. They manage $5,200,000 in 25 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    25
    ACCOUNTS
  • Average Account Value
    $208,000
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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 Wolf Robertson Advisors Inc.
Showing 1 - 1 of 1 top financial advisors.
1
William I. Sternman
CRD#: 5194963
216 N Green Bay Road, Suite 206, Thiensville, WI 53092
93
Wealthminder
score

William Sternman (CRD# 5194963) is an Investment Advisor Representative working at Wolf Robertson Advisors Inc. in Thiensville, WI and has over 10 years of experience in the finance industry.

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