Tmfs Milwaukee, LLC (Waukesha)

Name: Tmfs Milwaukee, LLC
Address: 21675 Long View Drive Suite 300, Waukesha, WI, 53186
Telephone: 262-717-0022

Tmfs Milwaukee, LLC is a large advisory firm based in Waukesha. It manages $121.29 million of regulatory assets for 609 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Florida, Illinois, and Wisconsin.

Tmfs Milwaukee provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Tmfs Milwaukee: assets under management

The assets under management (AUM) of Tmfs Milwaukee, LLC is $121.29 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 352% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $121.29 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $199.16 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Tmfs Milwaukee, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Tmfs Milwaukee, LLC

Joseph Eugene Bestgen has been acting as President since 1 Aug 2005. Craig Michael Mottl joined the executive team most recently as the Senior Investment Advisor.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Llc Tmfs National Ii	Owner	1 Jul 2005	75% - 100%	20-3452331
Joseph Eugene Bestgen	President	1 Aug 2005	Other	4927561
Timothy Grover Jury	Member	1 Aug 2005	Other	5035471
Jack Herold Redwine	Member	1 Aug 2005	Other	5165017
Eric Alan Brown	Chief compliance officer, managing partner, investment advisor	1 Jan 2006	Other	1635294
Dale Jay Hansen	Senior investment advisor and chief compliance officer	1 Jun 2011	Other	4671346
Edward Christopher George Irwin	Senior investment advisor	1 Jul 2011	Other	2691391
Jimmie Marlin Collicott	Senior investment advisor	1 Jul 2011	Other	2599773
Edward Christopher George Irwin	Senior investment advisor	1 Dec 2011	Other	2691391
Jimmie Marlin Collicott	Managing director, chief compliance officer & senior investment advisor	1 Dec 2011	Other	2599773
Brian W Eckert	Senior investment advisor	1 Feb 2012	Other	4175089
Craig Michael Mottl	Senior investment advisor	1 Oct 2012	Other	5018780

Based in Waukesha

The principal office where Tmfs Milwaukee, LLC performs its advisory services is located at 21675 Long View Drive Suite 300, Waukesha, WI 53186, which is also the mailing address of the firm. An additional office of the firm is in Appleton, WI. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 262-717-0022 or by fax 262-717-9579. The normal business hours are 8am-5pm on Monday - Friday. You can find more information about the New York firm at www.mutualfundstore.com.