A complete list of active advisors currently associated with WHN Investor Services, Inc.
Warmer can help you find a great advisor at WHN Investor Services, Inc. or one who fits your needs even better.
WHN provides discretionary investment management to high‑net‑worth individuals and consulting services to institutional corporate retirement plans. Its client work includes preparing written Investment Policy Statements, constructing customized portfolios, and conducting manager, trustee and custodian searches for institutional clients. For individual accounts WHN typically builds customized portfolios of roughly 25–30 holdings that emphasize dividend‑paying large‑cap stocks and may include U.S. Treasuries or high‑quality corporate bonds, with ETFs or mutual funds used only occasionally. For institutional clients the firm develops IPS documents, recommends asset allocation and the number of managers, conducts manager searches and evaluates performance against customized benchmarks using time‑weighted returns. The combination of direct discretionary management for high‑net‑worth clients alongside pension consulting and formal trustee/custodian search services is uncommon for firms in this regulatory category. The firm operates at a small scale (about $1.4 million in discretionary AUM with a single registered representative), has provided these services since 1991, and does not charge performance‑based fees.
To learn more about the advisors currently working at WHN Investor Services, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Brookfield, WI
| 25
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")