Wipfli Financial Advisors LLC
Legal Name: WIPFLI FINANCIAL ADVISORS, LLC
Full Contact Details
Wipfli Financial Advisors LLC
10000 INNOVATION DRIVE, SUITE 250, MILWAUKEE, WI
414-431-9300
414-431-9303
Other Info
Wipfli Financial Advisors LLC, also known as WIPFLI FINANCIAL ADVISORS, LLC, is a limited liability company based in DE. The firm has 82 employees, with 75 serving in advisory roles, and currently serves 80 clients. Its SEC status is listed as approved, with an initial registration date of October 1, 1999.
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Creative Planning is a wealth management firm that offers comprehensive and personalized financial planning, investment management, and retirement planning.
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Invest in Yourself | Invest in Yourself Powered by Wipfli Financial arms women with the knowledge they need to make smart financial decisions. See more at wipflifinancial.com.
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Direct Owners
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GENNADY BEKASOV
CHIEF COMPLIANCE OFFICER owns less than 5%
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JEFFREY LAWRENCE PIERCE
CHIEF EXECUTIVE OFFICER/PRESIDENT owns less than 5%
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JULIE RAE NICHOLS
CHIEF FINANCIAL OFFICER owns less than 5%
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RAFIA KHUSHBAKHT HASAN
CHIEF INVESTMENT OFFICER owns less than 5%
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WIPFLI FINANCIAL, LLC
MEMBER owns 75% or more
Indirect Owners
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WIPFLI LLP
MEMBER OF WIPFLI FINANCIAL, LLC owns more than 50% but less than 75%
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