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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on Feb. 2, 2020
    • $3.2B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 6K
      Accounts
    • $567.1K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

64

name start date
Rafia Khushbakht Hasan
December 2014
Eric Egan Kirste
June 2018
Mitchell Allen Guralski
May 2019
Patrick William Brault
July 2013
Samantha Kate Stark
March 2014

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Wipfli Insurance Services, LLC Broker-Dealer --
    Wipfli LLP -- --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Julie Rae Nichols Chief Financial Officer April, 2014 less than 5%
      Gennady Bekasov Chief Compliance Officer October, 2016 less than 5%
      Rafia Khushbakht Hasan Chief Investment Officer November, 2017 less than 5%
      Jeffrey Lawrence Pierce Chief Executive Officer/President February, 2019 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees