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Affiliated Financial Advisors Employee Directory

Investment ManagementWisconsin, United States2-10 Employees

Affiliated Financial Advisors is a small investment management firm based in Milwaukee, Wisconsin. It operates from 2300 North Mayfair Road #640, delivering investment management services to clients in the area. The firm is part of the financial services industry and maintains a local presence in the Milwaukee region.

Details about its client base or target market are not specified in the provided information. The firm, with its small local footprint, appears to offer a focused approach to managing client investments in the region.

Find Affiliated Financial Advisors employees' phone numbers or email addresses

Affiliated Financial Advisors Global Highlights

Location
Employees

North America
5

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  • United States Of America
    5

Affiliated Financial Advisors's Leadership

  • Office Manager at Affiliated Financial Advisors
    E. K.
    Office Manager
    Mobile Phone
  • Certified Financial Planner at Affiliated Financial Advisors
    J. V.
    Certified Financial Planner
    Mobile Phone

Affiliated Financial Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Other

Contact profiles from Affiliated Financial Advisors

Name
Title
Contact
Location
Last Update
  • Office Manager at Affiliated Financial Advisors
    E. K.
    Office Manager
    Mobile Phone
    UNITED STATES
    Oct 23, 2024
  • Certified Financial Planner at Affiliated Financial Advisors
    J. V.
    Certified Financial Planner
    Mobile Phone
    UNITED STATES
    Aug 04, 2023

Frequently Asked Questions

What is Affiliated Financial Advisors known for?

Minus sign iconPlus sign iconAffiliated Financial Advisors operates in the Investment Management industry. You can contact Affiliated Financial Advisors's main corporate office by phone at
+1-414-476-****
. Explore Affiliated Financial Advisors's company overview page for more information.

What is Affiliated Financial Advisors's most common email format?

Minus sign iconPlus sign iconAffiliated Financial Advisors employees' email format typically follows the pattern of First@affiliatedfa.com. Trying to find reliable and up-to-date employee contact data? Find more Affiliated Financial Advisors email formats with LeadIQ.

How many employees does Affiliated Financial Advisors have currently?

Minus sign iconPlus sign iconAffiliated Financial Advisors has approximately 5 employees as of September 2026. These team members are located across 1 continents, including North America.

Who are Affiliated Financial Advisors's key employees and leadership?

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As of September 2026, Affiliated Financial Advisors's key employees include:

  • Office Manager: E. K.
  • Certified Financial Planner: J. V.

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