Wisconsin Wealth Advisors, LLC

Wisconsin Wealth Advisors, LLC is a financial advisory firm established in 2008 by Chris Swenson, who is the sole owner. The firm specializes in providing asset management services, including discretionary and non-discretionary asset management tailored to individual client goals, time horizons, and risk tolerance. They also offer services related to ERISA plans, financial planning, and consulting. The firm charges a maximum annual investment advisory fee of 1.5% of total assets under management, which is negotiable based on certain criteria. Clients have the option to terminate their account at will with no penalty. The firm does not require a minimum initial investment to open an account. The firm's investment strategy includes fundamental and technical analysis, focusing on factors that determine a company's value and expected future earnings. Clients are made aware of the risks involved in investing, such as market risk, interest-rate risk, and liquidity risk. The firm's advisors act as fiduciaries, placing the best interests of clients first. The firm's management has no disciplinary history, criminal actions, or bankruptcy petitions in the past ten years. Chris Swenson, Patrick Fosdick, and Shaun Balding are the supervised persons at the firm. They have educational backgrounds and business experiences in financial services, insurance, and related fields. They also hold certifications such as Certified Financial Planner™ (CFP®) and Enrolled Agent (EA). Each supervised person has no disciplinary history and is involved in other business activities, such as insurance sales and tax services. They receive compensation through commissions and fees for their services. The supervised persons are supervised by Chris Swenson, the Chief Compliance Officer of the firm.