Shaun Michael Balding

Wisconsin Wealth Advisors, LLC

7 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth

Wisconsin Wealth Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

3 advisors

Number of Clients

254 clients

Average Client Portfolio

$450K average

Assets Under Management

$114.2M

Fee Structure

Minimum Investment:None

Financial Planning:Investment management only

Location

1777 West Main Street, Suite 203, Sun Prairie, WI, 53590

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History

Regulatory History (1)

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Criminal

January 2001

Final Disposition

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Shaun is a sole proprietor and insurance agent selling fixed insurance products since 2019. This activity requires minimal time.