1834 Investment Advisors Co.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$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
Expertise
Fee options
Account minimum: $500,000
Main office
See office207 E Michigan St, Suite 200
Milwaukee WI 53202
Advisors at this office
3
Offices (8)
Chicago, IL
8750 West Bryn Mawr Avenue, Chicago, IL 60657
4 advisors
Milwaukee, WI
207 E Michigan St Suite 200, Milwaukee, WI 53202
3 advisors
St. Louis Park, MN
1601 Utica Avenue South, St. Louis Park, MN 55416
3 advisors
Des Moines, IA
909 Locust Street, Des Moines, IA 50309
2 advisors
Joliet, IL
2801 W Jefferson St, Joliet, IL 60435
2 advisors
Bloomington, IN
2801 Buick Cadillac Blvd, Bloomington, IN 47401
1 advisor
Evansville, IN
123 Main Street, Evansville, IN 47708
1 advisor
Minneapolis, MN
225 S 6th Street, Minneapolis, MN 55402
1 advisor
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
Is active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Advisors at this firm
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