CRD: 108154
Affiliated Financial Advisors INC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-21-2000
- Office Locations
- 2
Office Locations
About Affiliated Financial Advisors INC
Affiliated Financial Advisors is a Milwaukee-based planning and investment advisory firm serving retail investors with tailored strategies across life stages. The team combines estate planning, tax-aware financial planning, and ongoing portfolio management, emphasizing a data-driven assess–plan–manage process. Portfolios commonly use ETFs and mutual funds with an asset-allocation and risk-management focus, and custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
GEORGE MATTHEW SCHMIDLEY
Chief Compliance Officer, Chief Executive Officer, DIRECTOR, Financial Advisor, President
- CRD
- #1333934
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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DAWN MARIE MAY
Financial Advisor
- CRD
- #2282181
BENJAMIN CALVIN VERHULST
Financial Advisor, E.A.
- CRD
- #7790197
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $541,478,694 | $245,346 |
| Total | $541,478,694 | $245,346 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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