Crystal Wipperfurth, financial advisor Madison WI
93 score

Crystal Wipperfurth

CRD Number: 5933394
Current Firm: Bronfman Rothschild

Crystal Wipperfurth (CRD# 5933394) is an Investment Advisor Representative working at Bronfman Rothschild in Madison, WI and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Belr Capital, LLC Madison, WI Apr 2017 - Current 1
Bronfman E.l. Rothschild, LP Madison, WI Apr 2017 - Current 1
Wells Fargo Clearing Services, LLC Stoughton, WI Nov 2016 - Apr 2017 < 1
Wells Fargo Advisors, LLC Stoughton, WI Oct 2014 - Nov 2016 2
Ubs Financial Services Inc. Wayzata, MN May 2011 - Oct 2014 3
The Fireside Dinner Theater Fort Atkinson, WI Sep 2010 - May 2012 1
Ssp America - The Great Dane Madison, WI Feb 2010 - Sep 2010 < 1
Chili's Bar & Grill Madison, WI Jan 2009 - Feb 2010 1
Uno Chicago Grill Madison, WI Apr 2008 - Jan 2009 < 1
Chili's Bar & Grill Madison, WI Nov 2006 - Apr 2008 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2012
Contact Info for Crystal J. Wipperfurth
Phone Number: 888-303-2357
Firm Website: http://www.belr.com
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    5,391
    MILLIONS
  • Total Number of Accounts
    7,542
    ACCOUNTS
  • Average Account Value
    $714,797
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, FL, GA, HI, IA, IL, IN, KS, MA, MD, MI, MN, MO, NC, NJ, NV, NY, OH, OR, PA, SC, SD, TN, TX, VA, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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