1834 Investment Advisors Co. logo

1834 Investment Advisors Co.

Updated today

Client assets under management

$1,016,864,758

Clients

369

57% high-net-worth

Advisors

18

of 45 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

21

Very Low

Average account size

$2,755,731

About

1834 Investment Advisors Co. is an SEC‑registered advisory subsidiary of Old National Bancorp that manages roughly $2.2 billion for individual and high‑net‑worth clients, trusts, retirement plans and other institutions; its team of advisors provides discretionary portfolio management, financial planning, ERISA Section 3(21)/3(38) retirement‑plan services and private investment consulting. The firm expressly offers services for defined contribution plans and defined‑benefit cash‑balance plans and conducts ongoing portfolio reviews consistent with client Investment Policy Statements.

The firm’s investment process centers on client interviews to establish an IPS, asset‑allocation driven portfolio construction across equities, fixed income, ETFs and alternative strategies, and predominantly discretionary management guided by model strategies. 1834 created the 1834 Research Institute to develop and maintain those model strategies and market commentary, and it may hire sub‑advisers (including affiliate Old National Bank) and use third‑party platforms (e.g., Proteus) for alternative investments.

What is distinctive in the brochure is the firm’s parent‑bank integration: 1834 is a wholly‑owned subsidiary of Old National Bancorp, provides proprietary investment model strategies to Old National Bank (for which it is paid), and assumed Bremer Bank retirement plan accounts after ONB’s acquisition of Bremer Financial. The firm also describes publishing and using detailed model strategies across its platforms (including materials that can reflect model or hypothetical performance), offers private investment consulting where 1834 or affiliates may have financial interests, and serves state or municipal plan clients in addition to its individual client base.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Private / alternative investments Concentrated stock management Tax-loss harvesting Retirement income strategy Active portfolio management

Occupation focus

Founder/Business Owner Retired

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Fee options

Other

Account minimum: $500,000

Main office location

1834 Investment Advisors Co.

511 N Broadway, Suite 801

Milwaukee WI 53202, United States

Number of offices

10

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

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 Series 65-credentialed financial advisor at 1834 Investment Advisors Co. with two years of industry experience. He has worked at several firms including Old National Bank, Raymond James Financial Services, and FNBO. Fletcher holds a dual role as a Retirement Plan Services Advisor for both 1834 Investment Advisors Co. and Old National Bank, which are both owned by Old National Bancorp. 1834 Investment Advisors Co. is an SEC-registered adviser and wholly owned subsidiary of Old National Bancorp, managing approximately $1.03 billion for individuals, retirement plans, institutions, and banking clients. The firm focuses on discretionary portfolio management, retirement-plan services, private investment consulting, and ongoing financial planning, utilizing asset allocation strategies supported by proprietary research and model portfolios.

Private / alternative investments Concentrated stock management Tax-loss harvesting Retirement income strategy Active portfolio management Founder/Business Owner Retired
user avatar

Brandon M

Series 65

Joliet, IL

1834 Investment Advisors Co.

Brandon Muzzarelli is a financial advisor with 1834 Investment Advisors Co. in Joliet, IL, holding a Series 65 designation and one year of industry experience. He has worked at Old National Bank since 2007, where he serves as a portfolio manager. Outside of his advisory role, he is the Treasurer for the Village of Gardner, IL. 1834 Investment Advisors Co. is an SEC-registered adviser and a wholly owned subsidiary of Old National Bancorp, managing over $1 billion for individuals, retirement plans, institutions, and banking clients. The firm focuses on discretionary portfolio management and retirement-plan services, utilizing asset-allocation strategies and proprietary model portfolios.

Private / alternative investments Concentrated stock management Tax-loss harvesting Retirement income strategy Active portfolio management Founder/Business Owner Retired
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Bradley D

Series 63, Series 65

Minneapolis, MN

1834 Investment Advisors Co.

Bradley Dirksen is a financial advisor at 1834 Investment Advisors Co. in Minneapolis, MN, with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bremer Bank and Cetera Investment Advisers LLC. 1834 Investment Advisors Co. is an SEC-registered adviser and subsidiary of Old National Bancorp, managing approximately $1.03 billion for individuals, retirement plans, institutions, and banking clients. The firm offers discretionary portfolio management, retirement-plan services, private investment consulting, and ongoing financial planning, using asset-allocation driven strategies supported by proprietary research and model portfolios.

Private / alternative investments Concentrated stock management Tax-loss harvesting Retirement income strategy Active portfolio management Founder/Business Owner Retired
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Nicholas G

CFA®, Series 63

St Louis Park, MN

1834 Investment Advisors Co.

Nicholas Gergen is a CFA® charterholder and Series 63 registered advisor at 1834 Investment Advisors Co. with two years of industry experience. He serves as a Portfolio Manager for both 1834 Investment Advisors and Old National Bank, subsidiaries of Old National Bancorp. 1834 Investment Advisors Co. is an SEC-registered firm managing approximately $1.03 billion for individuals, retirement plans, institutions, and banking clients. The firm offers discretionary portfolio management, retirement-plan services, private investment consulting, and ongoing financial planning, utilizing asset-allocation strategies and proprietary model portfolios.

Private / alternative investments Concentrated stock management Tax-loss harvesting Retirement income strategy Active portfolio management Founder/Business Owner Retired
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Sara K

Series 65, Series 66

Grimes, IA

1834 Investment Advisors Co.

Sara Klaessy is a financial advisor at 1834 Investment Advisors Co. with 23 years of industry experience. She has previously worked at Princor Financial Services Corporation and Principal Mutual Life Insurance. Klaessy holds Series 65 and Series 66 licenses. 1834 Investment Advisors Co. is an SEC-registered firm and a wholly owned subsidiary of Old National Bancorp, managing approximately $1.03 billion for individuals, retirement plans, institutions, and banking clients. The firm offers discretionary portfolio management, retirement-plan services, private investment consulting, and ongoing financial planning, using asset-allocation strategies and proprietary model strategies developed through its 1834 Research Institute.

Private / alternative investments Concentrated stock management Tax-loss harvesting Retirement income strategy Active portfolio management Founder/Business Owner Retired
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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 in the financial industry spanning roles at Old National Bank, Wisconsin Bank and Trust, Profile by Sanford, and US Bank. 1834 Investment Advisors Co. is an SEC-registered adviser and a subsidiary of Old National Bancorp that manages over $1 billion in assets for individuals, retirement plans, institutions, and banking clients. The firm offers discretionary portfolio management, retirement-plan services, private investment consulting, and financial planning, employing asset-allocation strategies supported by proprietary research and model portfolios.

Private / alternative investments Concentrated stock management Tax-loss harvesting Retirement income strategy Active portfolio management Founder/Business Owner Retired
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John C

CFA®

Evansville, IN

1834 Investment Advisors Co.

John Claybon is a CFA® charterholder with eight years of industry experience. He is currently a senior managing director at 1834 Investment Advisors Co. and Old National, both subsidiaries of Old National Bancorp. He holds dual roles at these affiliated firms. 1834 Investment Advisors Co. is an SEC-registered adviser managing over $1 billion for individuals, retirement plans, institutions, and banking clients. The firm provides discretionary portfolio management, retirement-plan services, private investment consulting, and financial planning, utilizing asset-allocation strategies and proprietary market research.

Private / alternative investments Concentrated stock management Tax-loss harvesting Retirement income strategy Active portfolio management Founder/Business Owner Retired
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John R

Series 63, Series 65, Series 66

St. Louis Park, MN

1834 Investment Advisors Co.

John Randall is a financial advisor at 1834 Investment Advisors Co. with 25 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked previously at Old National Bank, LPL Financial LLC, Kestra Investment Services, LLC, ProEquities, Inc, and HKFS. Randall serves as a Senior Retirement Plan Advisor, providing investment advisory services through 1834 Investment Advisors. 1834 Investment Advisors Co. is an SEC-registered adviser and a wholly owned subsidiary of Old National Bancorp managing over $1 billion for individuals, retirement plans, institutions, and banking clients. The firm focuses on discretionary portfolio management, retirement-plan services, private investment consulting, and financial planning, employing asset-allocation strategies across equities, ETFs, fixed income, alternatives, and custom portfolios.

Private / alternative investments Concentrated stock management Tax-loss harvesting Retirement income strategy Active portfolio management Founder/Business Owner Retired
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Jonathan L

Series 65

Minneapolis, MN

1834 Investment Advisors Co.

Jonathan Lofquist is a financial advisor at 1834 Investment Advisors Co. based in Minneapolis, MN, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Old National Bank, Thrivent Advisor Network (dba Cedarcove Wealth Partners), and the University of Minnesota. 1834 Investment Advisors Co. is an SEC-registered adviser and a wholly owned subsidiary of Old National Bancorp that manages over $1 billion for individuals, retirement plans, institutions, and banking clients. The firm offers discretionary portfolio management, retirement-plan services, private investment consulting, and ongoing financial planning, emphasizing asset allocation and proprietary model strategies.

Private / alternative investments Concentrated stock management Tax-loss harvesting Retirement income strategy Active portfolio management Founder/Business Owner Retired
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Christopher K

CFP®, Series 63, Series 66

Chicago, IL

1834 Investment Advisors Co.

Christopher Knappstein is a CFP® professional with 14 years of industry experience. He is currently with 1834 Investment Advisors Co. and also serves as a Wealth Management Officer at Old National Bank. His prior experience includes roles at LPL Financial, LLC, and First Midwest Bank. 1834 Investment Advisors Co. is an SEC-registered adviser and subsidiary of Old National Bancorp, managing over $1 billion for individuals, retirement plans, institutions, and banking clients. The firm focuses on discretionary portfolio management, retirement-plan services, private investment consulting, and financial planning, employing asset-allocation driven strategies and proprietary model portfolios.

Private / alternative investments Concentrated stock management Tax-loss harvesting Retirement income strategy Active portfolio management Founder/Business Owner Retired
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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 1834 Wealth Management, a division of Old National Bank, both subsidiaries of Old National Bancorp. Prior to this, he worked at First Midwest Bank for nine years. 1834 Investment Advisors Co. is an SEC-registered adviser managing approximately $1.03 billion for individuals, retirement plans, institutions, and banking clients. The firm offers discretionary portfolio management, retirement-plan services, private investment consulting, and financial planning, utilizing asset-allocation strategies supported by proprietary research and model portfolios.

Private / alternative investments Concentrated stock management Tax-loss harvesting Retirement income strategy Active portfolio management Founder/Business Owner Retired
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Randy A

Series 63, Series 65

Chicago, IL

1834 Investment Advisors Co.

Randy Addie is a financial advisor at 1834 Investment Advisors Co. in Chicago, IL, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Old National Bank, LPL Financial LLC, and Sentry Insurance. He also serves as Vice President at Old National Bank. 1834 Investment Advisors Co. is an SEC-registered adviser and a wholly owned subsidiary of Old National Bancorp, managing approximately $1.03 billion for individuals, retirement plans, institutions, and banking clients. The firm offers discretionary portfolio management, retirement-plan services, private investment consulting, and financial planning, utilizing asset-allocation strategies supported by proprietary research and model portfolios.

Private / alternative investments Concentrated stock management Tax-loss harvesting Retirement income strategy Active portfolio management Founder/Business Owner Retired
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Alexander S

Series 63, Series 65

Indianapolis, IN

1834 Investment Advisors Co.

Alexander Stellema is a financial advisor at 1834 Investment Advisors Co. with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Cetera Investment Advisers LLC, First Merchants Investment Services, and OneAmerica Securities. 1834 Investment Advisors Co. is an SEC-registered adviser and a subsidiary of Old National Bancorp, managing over $1 billion for individuals, retirement plans, institutions, and banking clients. The firm focuses on discretionary portfolio management and retirement-plan services, employing asset-allocation strategies across multiple asset classes and providing proprietary research and model strategies.

Private / alternative investments Concentrated stock management Tax-loss harvesting Retirement income strategy Active portfolio management Founder/Business Owner Retired
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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 a Series 65 credential and over 26 years of experience at the Minnesota State Board of Investment prior to joining 1834 Investment Advisors in 2024. She is based in St. Louis Park, MN. 1834 Investment Advisors Co. is an SEC-registered adviser and a subsidiary of Old National Bancorp, managing approximately $1.03 billion for individuals, retirement plans, institutions, and banking clients. The firm offers discretionary portfolio management, retirement-plan services, private investment consulting, and financial planning, using asset-allocation driven strategies and proprietary model portfolios.

Private / alternative investments Concentrated stock management Tax-loss harvesting Retirement income strategy Active portfolio management Founder/Business Owner Retired
user avatar

David B

Series 65

Milwaukee, WI

1834 Investment Advisors Co.

David Becker is a financial advisor with 24 years of industry experience, currently serving at 1834 Investment Advisors Co. since 2013. He holds the Series 65 designation and previously worked at Premier Asset Management LLC from 2022 to 2023. 1834 Investment Advisors Co. is an SEC-registered adviser and a subsidiary of Old National Bancorp, managing over $1 billion for individuals, retirement plans, institutions, and banking clients. The firm offers discretionary portfolio management, retirement-plan services, private investment consulting, and financial planning, utilizing asset-allocation strategies supported by proprietary research and model portfolios.

Private / alternative investments Concentrated stock management Tax-loss harvesting Retirement income strategy Active portfolio management Founder/Business Owner Retired
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