Wisconsin Wealth Advisors, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 145946
- SEC number
- 801-133696
- Firm type
- RIA
- Assets under management
- $157.6M as of Mar 20, 2026
- Website
- www.wiwealthadvisors.com ↗
- Phone
- 608-837-9099
- Address
- 1777 West Main Street, Sun Prairie, WI, 53590
Advisors at this firm
3 in our index · page 1 of 1
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Shaun Michael BaldingCRD 6058776 · Sun Prairie, WIIA RegisteredDisclosure event(s) on record
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Patrick Charles FosdickCRD 5604969 · Sun Prairie, WIIA RegisteredBroker
-
Chris Allen SwensonCRD 4287391 · Sun Prairie, WIIA RegisteredBroker
1–3 of 3
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 145946 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
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