Fee-OnlyFinder

Advisers in Wisconsin Rapids, WI

2 advisers in Wisconsin Rapids — 2 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Buena Vista Investment Management LLC478 East Grand Ave, Suite 202 · Wisconsin Rapids, WI 54494 · (715) 423-9505 · Financial planningCRD 123252 · % of assets, Hourly charges, Fixed fees · $25.7 million AUMState registeredNo commissions reportedSullivan Investment Management LLC320 W Grand Ave, Ste 303 · Wisconsin Rapids, WI 54495 · (715) 422-0701 · % of assets managedCRD 289217 · % of assets · $111.8 million AUMSEC registeredNo commissions reported
Talking to advisers in Wisconsin Rapids? 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.