W
$1.4M Total AUM
$1.4M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
25 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-29-2001
- Office Locations
- 1
Office Locations
300 N. Corporate Dr. Brookfield WI
About WHN Investor Services, Inc.
WHN Investor Services, Inc. is a Brookfield, WI-based retail RIA (est. 2001) providing investment advisory and insurance-related planning for entrepreneurs and other individual clients. The firm emphasizes asset allocation using ETFs and mutual funds, with portfolios showing meaningful cash and public fund exposure. Custodies client assets at Charles Schwab.
Team overview
-- AVG AGE
$1.4M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
25.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
25yrs Firm Age
Insights
Available
Available
Available
Available
Available
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Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
W
WILLIAM HERBERT NIEWOEHNER
Chief Compliance Officer, DIRECTOR, President, Secretary Treasurer
- CRD
- #348217
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,400,000 | $657,025 |
| Non-Discretionary | $0 | -- |
| Total | $1,400,000 | $657,025 |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Equity - Exchange:
Available Public Funds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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