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Milwaukee, WI Office

Team
Updated today

Client AUM

$1,016,864,758

Clients

369

Advisors

3

Of 17 advisors across 8 offices

Location

207 E Michigan St, Suite 200

Milwaukee WI 53202

Advisors at this office

3

Advisors at this office

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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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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
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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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