WIPFLI FINANCIAL ADVISORS, LLC of MILWAUKEE, WI is an SEC-registered investment adviser (CRD 109983). Regulatory assets under management: $5.1B.
| 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 | — |