Advisers in Delafield, WI

3 advisers in Delafield — 3 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Behl Wealth Management524 Milwaukee St, Suite 325 · Delafield, WI 53018 · (262) 275-4025 · Financial planningCRD 300281 · % of assets, Hourly charges, Fixed fees · $48.2 million AUMState registeredNo commissions reported Cushing Capital Partners, LLC417 Genesee Street · Delafield, WI 53018 · (262) 256-0590 · Financial planningCRD 313497 · % of assets, Fixed fees · $274.7 million AUMSEC registeredNo commissions reported Pavlic Investment Advisors, INC.440 Wells Street, 203 · Delafield, WI 53018 · (262) 646-4300 · Financial planningCRD 111246 · % of assets · $108.8 million AUMSEC registeredNo commissions reported

Talking to advisers in Delafield? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.