Milwaukee, WI 2600 North Mayfair Rd. Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Affiliated Financial Advisors Inc
Team
Firm-wide stats for Affiliated Financial Advisors Inc
About
Affiliated Financial Advisors, Inc. provides asset management and portfolio management services to individuals, high net worth individuals, trusts, estates, and small business entities. The firm documents client goals, time horizons and risk tolerances and implements investment programs that allow clients to impose restrictions on holdings.
AFA’s investment process uses a mix of analytical methods — including efficient market theory, fundamental, technical and cyclical analysis — and employs both long‑term and short‑term strategies tailored to client objectives. Although the firm offers discretionary services in its agreements, its Form ADV reports essentially all assets ($541.5 million as of 12/31/2025) as non‑discretionary, indicating clients generally retain trading authority in practice.
The firm is distinctive for managing a large number of client accounts with a small advisory team (roughly 898 clients across four advisors), resulting in a high client‑to‑advisor ratio that may affect the level of operational standardization versus individualized trading. AFA also discloses customary third‑party relationships — a recommended custodian, potential soft‑dollar benefits, and limited insurance sales by some representatives for separate compensation — and describes policies to mitigate the related conflicts.
Based on Affiliated Financial Advisors Inc
Location
2600 North Mayfair Rd., Suite 200
Milwaukee WI 53226
Advisors at this office
2
Advisors at this office
Dawn M
Series 63, Series 65
Milwaukee, WI
Affiliated Financial Advisors Inc
Dawn May is a financial advisor at Affiliated Financial Advisors Inc. in Milwaukee, WI, with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including Capital Financial Services, Inc. and Calton & Associates, Inc. Dawn is also licensed to sell fixed insurance products. Affiliated Financial Advisors, Inc. provides non-discretionary investment supervisory services to a diverse client base, including individual, high-net-worth, institutional, and trust accounts. The firm employs a team of four advisors managing approximately $462 million in assets, using fundamental, technical, and cyclical analysis to develop client recommendations.
George S
Series 63, Series 65
Milwaukee, WI
Affiliated Financial Advisors Inc
George Schmidley is a financial advisor with Affiliated Financial Advisors Inc in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Affiliated Financial Advisors since 1992. Outside of advisory work, he is the owner and president of a tax preparation and insurance business and serves as founder and president of the nonprofit Hope Community Foundation, a 501(c) organization. Affiliated Financial Advisors, Inc. provides non-discretionary investment supervisory services to individual, high-net-worth, institutional, and trust clients. The firm manages approximately $462 million in assets across a four-advisor team, using fundamental, technical, and cyclical analysis to develop recommendations that require client approval before execution.
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