AFFILIATED FINANCIAL ADVISORS INC
CRD #108154 SEC #801-57519 MILWAUKEE, WI 414-476-4999
SEC Registered
Total AUM
$462.1M
Discretionary
$0
Employees
4
Clients
0
Accounts
2,129
Firm Details
- Organization Type
- Corporation
- State of Formation
- Wisconsin
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SCHMIDLEY, GEORGE, MATTHEW | I | DIRECTOR, PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER | E | Control |
| SCHMIDLEY, GEORGE, MATTHEW | I | DIRECTOR, PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER | E | Control |
| SCHMIDLEY, GEORGE, MATTHEW | I | DIRECTOR, PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER | E | Control |
| SCHMIDLEY, GEORGE, MATTHEW | I | DIRECTOR, PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER | E | Control |
| SCHMIDLEY, GEORGE, MATTHEW | I | DIRECTOR, PRESIDENT, CEO | E | Control |
| SCHMIDLEY, GEORGE, MATTHEW | I | DIRECTOR, PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER | E | Control |
| SCHMIDLEY, GEORGE, MATTHEW | I | DIRECTOR, PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER | E | Control |
| SCHMIDLEY, GEORGE, MATTHEW | I | DIRECTOR, PRESIDENT, CEO | E | Control |
| SCHMIDLEY, GEORGE, MATTHEW | I | DIRECTOR, PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER | E | Control |
| SCHMIDLEY, GEORGE, MATTHEW | I | DIRECTOR, PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER | E | Control |
| SCHMIDLEY, GEORGE, MATTHEW | I | DIRECTOR, PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER | E | Control |
| SCHMIDLEY, GEORGE, MATTHEW | I | DIRECTOR, PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER | E | Control |
| SCHMIDLEY, GEORGE, MATTHEW | I | DIRECTOR, PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER | E | Control |
| SCHMIDLEY, GEORGE, MATTHEW | I | DIRECTOR, PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER | E | Control |
| SCHMIDLEY, GEORGE, MATTHEW | I | DIRECTOR, PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER | E | Control |
| SCHMIDLEY, GEORGE, MATTHEW | I | DIRECTOR, PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER | E | Control |
| SCHMIDLEY, GEORGE, MATTHEW | I | DIRECTOR, PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER | E | Control |
| SCHMIDLEY, GEORGE, MATTHEW | I | DIRECTOR, PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER | E | Control |
| SCHMIDLEY, GEORGE, MATTHEW | I | DIRECTOR, PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER | E | Control |
| SCHMIDLEY, GEORGE, MATTHEW | I | DIRECTOR, PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER | E | Control |
| SCHMIDLEY, GEORGE, MATTHEW | I | DIRECTOR, PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER | E | Control |
| SCHMIDLEY, GEORGE, MATTHEW | I | DIRECTOR, PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER | E | Control |
| SCHMIDLEY, GEORGE, MATTHEW | I | DIRECTOR, PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER | E | Control |
| SCHMIDLEY, GEORGE, MATTHEW | I | DIRECTOR, PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER | E | Control |
| SCHMIDLEY, GEORGE, MATTHEW | I | DIRECTOR, PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 28, 2025 REGISTERED
Notice Filings (12)
AZ CA FL IL MA MD MI MN NC NH TX WI
Address
2600 NORTH MAYFAIR RD.SUITE 200
MILWAUKEE, WI 53226
United States
Phone: 414-476-4999