Wipfli Financial Advisors LLC, is an investment advisor in Milwaukee with $5.07 bn assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
943338956
SEC advisor number
801-56865
FINRA CRD number
109983
AUM ?
$5.07 bn
(as of 15 Aug 22)
Accounts
9,010
(as of 15 Aug 22)
Employees
118
(76 investment advisory or research)
Office hours
Monday - Friday, 8:00 AM TO 5:00 PM CENTRAL STANDARD TIME
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Wipfli Financial, LLC | Member | 07/2000 | > 75% |
Wipfli LLP | Member of Wipfli Financial, LLC | 07/2000 | > 75% |
Nichols, Julie, Rae | Chief Financial Officer | 04/2014 | < 5% |
Hasan, Rafia, Khushbakht | Chief Investment Officer | 11/2017 | < 5% |
Pierce, Jeffrey, Lawrence | Chief Executive Officer/president | 02/2019 | < 5% |
Redman, Connie, Marie | Chief Compliance Officer | 07/2022 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
26 Oct 22
13F-HR
Quarterly holdings report by institutional manager
7 Jul 22
13F-HR
Quarterly holdings report by institutional manager
22 Apr 22
13F-HR
Quarterly holdings report by institutional manager
28 Jan 22
13F-HR
Quarterly holdings report by institutional manager
13 Oct 21
13F-HR
Quarterly holdings report by institutional manager
29 Jul 21
13F-HR
Quarterly holdings report by institutional manager
6 May 21
13F-HR
Quarterly holdings report by institutional manager
2 Feb 21