# WIPFLI FINANCIAL ADVISORS, LLC

WIPFLI FINANCIAL ADVISORS, LLC of MILWAUKEE, WI is an SEC-registered investment adviser.

## Registration

- CRD: 109983
- Type: SEC-registered investment adviser
- SEC file number: 801-56865
- Location: 10000 INNOVATION DRIVE, SUITE 250, MILWAUKEE, WI, 53226
- Phone: 414-431-9300
- Latest filing: 2022-08-15
- Regulatory AUM: $5.1B
- Discretionary AUM: $4.7B
- Non-discretionary AUM: $413.9M
- Clients: 118
- Accounts: 9,010

## Officers, owners & control persons (15)

| Name | Role | Location |
| --- | --- | --- |
| RYAN MIKE | OWNER | — |
| RAMSDEN NAOMI ROBINSON | CHIEF COMPLIAINCE OFFICER; CHIEF COMPLIANCE OFFICER; GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | — |
| REDMAN CONNIE MARIE | CHIEF COMPLIANCE OFFICER | — |
| HEWINS ROGER COLBURN | MEMBER/PRESIDENT; PRESIDENT; PRESIDENT/CEO OF WIPFLI FINANCIAL, LLP | — |
| BUSSEL JOHN MATTHEW | CHIEF INVESTMENT OFFICER; CO-CHIEF INVESTMENT OFFICER; MEMBER | — |
| PATTERSON ROGER BRUCE | PRESIDENT | — |
| PETERSEN KELEY RENEE | CHIEF OPERATING OFFICER | — |
| HEWINS ROGER | MEMBER/PRESIDENT | — |
| RAMSDEN NAOMI | VICE PRESIDENT | — |
| BEKASOV GENNADY | CHIEF COMPLIANCE OFFICER | — |
| POST MARTHA ROBERTS | CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER, CHIEF INVESTMENT OFFICER | — |
| KELVIE DIANE UNWIN | CHIEF COMPLIANCE OFFICER | — |
| NICHOLS JULIE RAE | CHIEF FINANCIAL OFFICER; INTERIM CHIEF EXECUTIVE OFFICER/CHIEF OPERATING OFFICER/CHIEF FINANCIAL OFFICER | — |
| HASAN RAFIA KHUSHBAKHT | CHIEF INVESTMENT OFFICER; CO-CHIEF INVESTMENT OFFICER | — |
| PIERCE JEFFREY LAWRENCE | CHIEF EXECUTIVE OFFICER/PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/109983/brochure
- Similar advisers: https://search.stillhousedata.com/firm/109983/similar
- Related entities: https://search.stillhousedata.com/firm/109983/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/109983

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.