Filbrandt Wealth Management LLC
Legal Name: FILBRANDT WEALTH MANAGEMENT, LLC
Full Contact Details
Filbrandt Wealth Management LLC
8401 GREENWAY BLVD, STE 212, MIDDLETON, WI
608-836-3600
608-836-7447
Other Info
Filbrandt Wealth Management LLC is an investment firm, based in WI, with 23 employees, 17 of whom are advisory staff, providing personalized investment advice and financial planning for 37 clients. The firm was listed as "Approved" on the latest reported SEC registration, which occurred on Jan 1, 2018.
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Direct Owners
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FILBRANDT INVESTMENT ADVISERS INCORPORATED
MANAGING MEMBER owns 75% or more
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JAMES MATTHEW HAYGOOD
MEMBER owns more than 5% but less than 10%
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PATRICIA JEAN FILBRANDT
CHIEF COMPLIANCE OFFICER owns less than 5%
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SCOTT LYLE KORNSTEDT
MEMBER owns less than 5%
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TRAVIS RICHARD CLIFF
MEMBER owns more than 5% but less than 10%
Indirect Owners
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MICHAEL JOHN FILBRANDT
VICE PRESIDENT owns more than 50% but less than 75%
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PATRICIA JEAN FILBRANDT
PRESIDENT, SECRETARY AND TREASURER owns more than 50% but less than 75%