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BRADLEYWHALEN FINANCIAL SERVICES, INC.
SCHOFIELD, WI
715-241-6935
SEC #801-62858Total AUM
$14.6M
Employees
8Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
510 ALDERSON STREET
SCHOFIELD
WI 54476-1471
United States
SCHOFIELD
WI 54476-1471
United States
Operating Hours
8:30 A.M. - 4:30 P.M.
Monday - Friday
Monday - Friday
Phone
715-241-6935
Financials
Total AUM
$14.6M
Accounts
80Discretionary
$0
Accounts
0Non-Discretionary
$14.6M
Accounts
80
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator False Statement/Dishonesty
State Registrations
None reported
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.