Areas of Practice
Investment ManagementRetirement Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
531 advisors
Number of Clients
26,942 clients
Average Client Portfolio
$395K average
Assets Under Management
$10.6B

Fee Structure

Minimum Investment:$10K
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Location

720 Industrial Court, Ste 8, Hartland, WI, 53029

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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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Other Business ActivitiesSells Insurance

Alexander is a member of Skye Accounting, LLC, involved in tax preparation, accounting, and bookkeeping since 2021. He is also involved with Skye Financial Services, Inc. in business development/back office roles and as a shareholder, and serves as a board member for Montessori School of Waukesha, Inc.

Employment History
Current Registrations
State Registrations1 state
WI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.