EJ
EJ

Elizabeth Janicek

45 Years of Experience
Broker

Elizabeth Janicek is a registered investment advisor at Northland Asset Management, based in Milwaukee, WI, with 45 years of industry experience. Elizabeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 785 clients with $360M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
38 advisors
IM Fee
Planning only
Assets Under Management
$359.9M

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

10700 W. Research Drive, Suite 4, Milwaukee, WI, 53226

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Northland Securities, INC.Broker
April 2009 - Present · 17 yrs
Northland Asset Management
April 2009 - Present · 17 yrs
Previous Registrations
UBS Financial Services INC.
February 2004 - May 2009 · 5 yrs 3 mos
UBS Financial Services INC.Broker
July 1990 - May 2009 · 18 yrs 10 mos
Lehman Brothers INC.Broker
November 1981 - August 1990 · 8 yrs 9 mos
Kidder, Peabody & CO. IncorporatedBroker
August 1980 - November 1981 · 1 yr 3 mos
State Registrations14 states
CAFLGAKYMIMNMOMTNCNYSCTXWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.