DIRECTION FINANCIAL MANAGEMENT, LLC

DIRECTION FINANCIAL MANAGEMENT, LLC of GERMANTOWN, WI is an SEC-registered investment adviser (CRD 165985).

Registration

• CRD: 165985
• Type: Registered investment adviser
• Location: W177 N9856 RIVERCREST DRIVE, SUITE 214, GERMANTOWN, WI, 53022
• Phone: 414-333-3396
• Latest filing: 2026-03-20
• Clients: 1

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 165985 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search