CRD: 145946
Wisconsin Wealth Advisors, LLC
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- Custodian
- Axos ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-03-2008
- Office Locations
- 1
Office Locations
About Wisconsin Wealth Advisors, LLC
Wisconsin Wealth Advisors is an independent, fiduciary RIA in Sun Prairie, WI serving individuals and families from early career through retirement. The firm provides comprehensive financial planning and wealth management, including 401(k)/IRA rollovers, retirement planning, and tax and estate/legacy strategies. Investment plans emphasize asset allocation and risk management, often implemented with ETFs and mutual funds, and planning is supported by MoneyGuidePro/Envestnet.
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Owner & Executives
CHRIS ALLEN SWENSON
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Owner
- CRD
- #4287391
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Shaun Michael Balding
Advisor
- CRD
- #6058776
PATRICK CHARLES FOSDICK
Financial Advisor
- CRD
- #5604969
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $154,654,038 | $540,748 |
| Non-Discretionary | $2,941,287 | $735,322 |
| Total | $157,595,325 | $543,432 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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