Francis Investment Counsel LLC
Legal Name: FRANCIS INVESTMENT COUNSEL LLC
Full Contact Details
Francis Investment Counsel LLC
19435 W. CAPITOL DRIVE, BROOKFIELD, WI
262-781-8950
262-781-8860
Other Info
FRANCIS INVESTMENT COUNSEL LLC, a Wisconsin-based limited liability company, operates with a team of 18 employees, 15 of whom are advisers, to serve 58 clients. The firm's SEC status was listed as approved on March 12, 2004, indicating compliance with regulations.
Francis Investment Counsel | Money Advice at Work
Bring financial wellness to life. Offering a financial wellness benefit is a smart decision for your employees, your business, and your bottom-line.
Francis Investment Counsel- Providing Investment Advisory and Education
As your independent partner, we will take care of your plan and what matters most: your people. Connect with our team today!
Direct Owners
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CLIFFORD HENRY DUNTEMAN
MEMBER owns more than 5% but less than 10%
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KELLI B SEND
MEMBER owns more than 10% but less than 25%
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MICHAEL JOHN FRANCIS
MEMBER, CHIEF COMPLIANCE OFFICER owns more than 50% but less than 75%