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1834 Investment Advisors Co.

Updated today

Client AUM

$1,016,864,758

Clients

369

Advisors

17

across 8 offices

About

1834 Investment Advisors provides discretionary and non‑discretionary investment management, ongoing financial planning, and retirement plan services to a mix of high‑net‑worth individuals and institutional clients, including pension plans, trusts, estates, charitable organizations and other plan sponsors. The firm also offers private investment consulting and access to alternative investment models through a third‑party platform.

The firm structures client relationships around a written Investment Policy Statement and emphasizes asset allocation and customized portfolio strategies across equities, fixed income, ETFs and alternatives, with regular portfolio reviews and client consultations; discretionary management is the firm’s primary service. 1834 uses internal and externally sourced models (including strategies developed by its affiliate) and may hire sub‑advisers to implement specific strategies or alternative investments.

What distinguishes 1834 from many peers is its ownership and operating relationships: it is a wholly owned subsidiary of Old National Bancorp and works closely with Old National Bank (including shared employees and provision of proprietary model strategies to the bank), and it discloses potential conflicts where it or its affiliates may have financial interests in private investments it recommends. The firm also highlights specialized services such as management of cash‑balance defined benefit plans and a private investment consulting program that includes due diligence support and administrative coordination.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Private / alternative investments Tax-loss harvesting Concentrated stock management Wealth management

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Fee options

Other

Account minimum: $500,000

Main office

See office

207 E Michigan St, Suite 200

Milwaukee WI 53202

Advisors at this office

3

Most active in

Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming

Also doing business as

1834 Investment Advisors Co. · Haker Investment Management Inc · Haker Zellmer Investment Management Inc · Haker Zellmer Investment Management, Inc. · Northern Oak Capital Management, Inc. · Northern Oak Wealth Management Inc. · Northern Oak Wealth Management, Inc. · Northern Oak Wealth Management. Inc

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Steven F

Series 65

Chicago, IL

1834 Investment Advisors Co.

Steven Fletcher is a financial advisor at 1834 Investment Advisors Co. in Chicago, IL, holding a Series 65 designation and two years of industry experience. He has worked at several firms, including Old National Bank and Raymond James Financial Services. Fletcher serves as a Retirement Plan Services Advisor for both 1834 Investment Advisors and Old National Bank, which are both owned by Old National Bancorp. 1834 Investment Advisors provides discretionary and non-discretionary investment management, financial planning, and retirement plan services to high-net-worth individuals and institutional clients. The firm emphasizes asset allocation and customized portfolio strategies across multiple asset classes, with a primary focus on discretionary management, and operates as a wholly owned subsidiary of Old National Bancorp.

Private / alternative investments Tax-loss harvesting Concentrated stock management Wealth management
user avatar

Brandon M

Series 65

Joliet, IL

1834 Investment Advisors Co.

Brandon Muzzarelli is a financial advisor with 1834 Investment Advisors Co. and holds a Series 65 designation. He has one year of experience at 1834 Investment Advisors and 19 years of experience at Old National Bank, where he is a portfolio manager. Outside of his advisory role, he serves as the Treasurer for the Village of Gardner, IL. 1834 Investment Advisors provides discretionary and non-discretionary investment management, financial planning, and retirement plan services to high-net-worth individuals and institutional clients. The firm emphasizes asset allocation and customized portfolio strategies, working closely with its affiliate Old National Bank and offering specialized services such as cash-balance defined benefit plan management and private investment consulting.

Private / alternative investments Tax-loss harvesting Concentrated stock management Wealth management
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Bradley D

Series 65, Series 63

Minneapolis, MN

1834 Investment Advisors Co.

Bradley Dirksen is a financial advisor at 1834 Investment Advisors Co. in Minneapolis, MN, holding Series 65 and Series 63 licenses with six years of industry experience. His prior roles include positions at Bremer Bank and Cetera, among others. 1834 Investment Advisors provides discretionary and non-discretionary investment management, financial planning, and retirement plan services to high-net-worth individuals and institutional clients. The firm emphasizes customized portfolio strategies and asset allocation across various asset classes, operating as a wholly owned subsidiary of Old National Bancorp.

Private / alternative investments Tax-loss harvesting Concentrated stock management Wealth management
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Sara K

Series 65, Series 66

Des Moines, IA

1834 Investment Advisors Co.

Sara Klaessy is a financial advisor at 1834 Investment Advisors Co. in Des Moines, IA, with 24 years of industry experience. She holds Series 65 and Series 66 licenses and previously worked for Princor Financial Services Corporation and Principal Mutual Life Insurance. 1834 Investment Advisors offers discretionary and non-discretionary investment management, financial planning, and retirement plan services to high-net-worth individuals and institutional clients. The firm emphasizes customized portfolio strategies and structured client relationships supported by written Investment Policy Statements.

Private / alternative investments Tax-loss harvesting Concentrated stock management Wealth management
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Chris B

Series 65

Milwaukee, WI

1834 Investment Advisors Co.

Chris Brumfield is a financial advisor at 1834 Investment Advisors Co. in Milwaukee, WI, holding a Series 65 credential. He has experience at several financial institutions, including Old National Bank and Wisconsin Bank and Trust. 1834 Investment Advisors provides discretionary and non-discretionary investment management, ongoing financial planning, and retirement plan services to high-net-worth individuals and institutional clients. The firm emphasizes asset allocation and tailored portfolio strategies, with discretionary management as its primary service.

Private / alternative investments Tax-loss harvesting Concentrated stock management Wealth management
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John C

CFA®

Evansville, IN

1834 Investment Advisors Co.

John Claybon is a CFA® with eight years of industry experience, currently serving as Senior Managing Director Institutional at 1834 Investment Advisors Co. and Old National Bank, both subsidiaries of Old National Bancorp. He has been with Old National since 1987 and joined 1834 Investment Advisors in 2022. 1834 Investment Advisors provides discretionary and non-discretionary investment management, financial planning, and retirement plan services to high-net-worth individuals and institutional clients. The firm emphasizes customized portfolio strategies and asset allocation, operating closely with Old National Bank and offering specialized services such as cash-balance defined benefit plan management and private investment consulting.

Private / alternative investments Tax-loss harvesting Concentrated stock management Wealth management
user avatar

Richert H

CFP®, Series 66

Chicago, IL

1834 Investment Advisors Co.

Richert Hart is a CFP® professional with 19 years of industry experience. He is currently with 1834 Investment Advisors Co., where he has worked since 2026. His prior experience includes roles at Mission Square Retirement, Ausdal Financial Partners, Nadler Financial Group, Total Benefit Communications, and Capital One Sharebuilder. 1834 Investment Advisors provides investment management, financial planning, and retirement plan services to high-net-worth individuals and institutional clients. The firm emphasizes asset allocation and customized portfolio strategies, offering both discretionary and non-discretionary management and access to alternative investments through third-party platforms.

Private / alternative investments Tax-loss harvesting Concentrated stock management Wealth management
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John R

Series 63, Series 66, Series 65

St. Louis Park, MN

1834 Investment Advisors Co.

John Randall is a financial advisor at 1834 Investment Advisors Co. with 26 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining 1834 Investment Advisors in 2024, he worked at Old National Bank, LPL Financial, Kestra Investment Services, LLC, ProEquities, Inc., and HKFS. 1834 Investment Advisors provides discretionary and non-discretionary investment management, financial planning, and retirement plan services to high-net-worth individuals and institutional clients. The firm focuses on customized portfolio strategies and asset allocation, leveraging both internal and external models, and operates as a wholly owned subsidiary of Old National Bancorp.

Private / alternative investments Tax-loss harvesting Concentrated stock management Wealth management
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Christopher K

CFP®, Series 63, Series 66

Chicago, IL

1834 Investment Advisors Co.

Christopher Knappstein is a CFP® with 15 years of industry experience and is currently a wealth management officer at Old National Bank. He has worked at 1834 Investment Advisors Co. since 2023 and previously held roles at LPL Financial and First Midwest Bank. He divides his time between his duties at Old National Bank and his advisory work. 1834 Investment Advisors Co. provides discretionary and non-discretionary investment management, financial planning, and retirement plan services to high-net-worth individuals and institutional clients. The firm emphasizes customized portfolio strategies, asset allocation, and uses both internally developed and external models, operating as a wholly owned subsidiary of Old National Bancorp with a close relationship to Old National Bank.

Private / alternative investments Tax-loss harvesting Concentrated stock management Wealth management
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Christopher K

CFP®, Series 63

Bloomington, IN

1834 Investment Advisors Co.

Christopher Kroll is a CFP® and Series 63-licensed advisor at 1834 Investment Advisors Co. He has over 22 years of experience with Old National Bank and joined 1834 Investment Advisors in 2026. His practice is based in Bloomington, IN. 1834 Investment Advisors provides discretionary and non-discretionary investment management, financial planning, and retirement plan services to high-net-worth individuals and institutional clients. The firm emphasizes customized portfolio strategies and asset allocation, leveraging both internal and external models, and operates as a wholly owned subsidiary of Old National Bancorp.

Private / alternative investments Tax-loss harvesting Concentrated stock management Wealth management
user avatar

Donald P

CFA®

Joliet, IL

1834 Investment Advisors Co.

Donald Powell is a CFA® charterholder with four years of industry experience. He is currently a Portfolio Manager at 1834 Investment Advisors Co. and also holds a similar role at 1834 Wealth Management, a division of Old National Bank. Both firms are subsidiaries of Old National Bancorp. 1834 Investment Advisors provides discretionary and non-discretionary investment management, financial planning, and retirement plan services to high-net-worth individuals and institutional clients. The firm emphasizes asset allocation and customized portfolio strategies and leverages both internal and external models, including proprietary strategies developed in affiliation with Old National Bank.

Private / alternative investments Tax-loss harvesting Concentrated stock management Wealth management
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Hussain F

Series 63, Series 65

Milwaukee, WI

1834 Investment Advisors Co.

Hussain Fawaz is a financial advisor at 1834 Investment Advisors Co. in Milwaukee, WI, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Texas Capital Bank, TCBI Securities, and Sentry Insurance. Outside of his advisory role, he is a shareholder and educational consultant for Capstone Gifted. 1834 Investment Advisors offers discretionary and non-discretionary investment management, financial planning, and retirement plan services to high-net-worth individuals and institutional clients. The firm emphasizes customized portfolio strategies, asset allocation, and regularly scheduled client consultations, operating as a wholly owned subsidiary of Old National Bancorp.

Private / alternative investments Tax-loss harvesting Concentrated stock management Wealth management
user avatar

Randy A

Series 65, Series 63

Chicago, IL

1834 Investment Advisors Co.

Randy Addie is a financial advisor at 1834 Investment Advisors Co. in Chicago, IL, holding Series 65 and Series 63 licenses with 25 years of industry experience. His prior roles include positions at Old National Bank, LPL Financial, and Sentry Insurance. He currently serves as Vice President at Old National Bank. 1834 Investment Advisors provides discretionary and non-discretionary investment management, financial planning, and retirement plan services to high-net-worth individuals and institutional clients. The firm emphasizes customized portfolio strategies and asset allocation, operating as a wholly owned subsidiary of Old National Bancorp with close ties to Old National Bank.

Private / alternative investments Tax-loss harvesting Concentrated stock management Wealth management
user avatar

Tammy B

Series 65

St. Louis Park, MN

1834 Investment Advisors Co.

Tammy Brusehaver Derby is a financial advisor at 1834 Investment Advisors Co. with 1 year of industry experience. She previously worked for the Minnesota State Board of Investment for 26 years. 1834 Investment Advisors provides discretionary and non-discretionary investment management, financial planning, and retirement plan services to high-net-worth individuals and institutional clients. The firm emphasizes customized portfolio strategies and asset allocation, offering both internal and external investment models, and maintains close operational ties with Old National Bancorp.

Private / alternative investments Tax-loss harvesting Concentrated stock management Wealth management
user avatar

David B

Series 65

Milwaukee, WI

1834 Investment Advisors Co.

David Becker is a financial advisor with 25 years of industry experience, currently serving at 1834 Investment Advisors Co. since 2013. He holds a Series 65 designation and previously worked at Premier Asset Management LLC from 2022 to 2023. 1834 Investment Advisors offers discretionary and non-discretionary investment management, financial planning, and retirement plan services to high-net-worth individuals and institutional clients. The firm emphasizes customized portfolio strategies guided by written Investment Policy Statements and operates as a wholly owned subsidiary of Old National Bancorp.

Private / alternative investments Tax-loss harvesting Concentrated stock management Wealth management
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