ESTATE COUNSELORS, LLC
Legal name: THE MILWAUKEE COMPANY
CRD #123452 SEC #801-62584 THIENSVILLE, WI 262-238-6980
SEC Registered
Total AUM
$1.1B
Discretionary
$1.1B
Employees
7
Clients
10
Accounts
318
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Wisconsin
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 25, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ALABADO, GARRETT, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ALABADO, GARRETT, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROWN, KATHERINE, ANN | I | CCO | NA | |
| BURKE, DANIEL, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | |
| BURNS, SCOTT, GRIFFITH | I | PARTNER | NA | Control |
| BURNS, SCOTT, GRIFFITH | I | PARTNER | NA | Control |
| BURNS, SCOTT, GRIFFITH | I | PARTNER | NA | Control |
| BURNS, SCOTT, GRIFFITH | I | PARTNER | NA | Control |
| BURNS, SCOTT, GRIFFITH | I | PARTNER | NA | Control |
| BURNS, SCOTT, GRIFFITH | I | PARTNER | NA | Control |
| BURNS, SCOTT, GRIFFITH | I | PARTNER | NA | Control |
| HENNICK, JAMES, R | I | CHIEF COMPLIANCE OFFICER | NA | |
| HENNICK, JAMES, R | I | CHIEF COMPLIANCE OFFICER | NA | |
| MITRA, SATYAKI | I | CCO | NA | Control |
| MITRA, SATYAKI | I | CCO | NA | Control |
| MITRA, SATYAKI | I | CCO | NA | Control |
| MITRA, SATYAKI | I | CCO | NA | Control |
| MITRA, SATYAKI | I | CCO | NA | Control |
| MITRA, SATYAKI | I | CCO | NA | Control |
| WILLMS, ANDREW, JOHN | I | CCO/PRESIDENT AND CEO | NA | Control |
| WILLMS, ANDREW, JOHN | I | CCO/PRESIDENT AND CEO | NA | Control |
| WILLMS, ANDREW, JOHN | I | CCO/PRESIDENT AND CEO | NA | Control |
| WILLMS, ANDREW, JOHN | I | PRESIDENT AND CEO | NA | Control |
| WILLMS, ANDREW, JOHN | I | PRESIDENT AND CEO | NA | Control |
| WILLMS, ANDREW, JOHN | I | PRESIDENT AND CEO | NA | Control |
| WILLMS, ANDREW, JOHN | I | PRESIDENT AND CEO | NA | Control |
| WILLMS, ANDREW, JOHN | I | PRESIDENT AND CEO | NA | Control |
| WILLMS, ANDREW, JOHN | I | PRESIDENT AND CEO | NA | Control |
| WILLMS, MICHAEL, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLMS, MICHAEL, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ZAKRAJSHECK, LAURA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ZAKRAJSHECK, LAURA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ANDREW J. AND LINDA S. WILLMS FAMILY TRUST | DE | OWNER | E | Control |
| ANDREW J. AND LINDA S. WILLMS FAMILY TRUST | DE | OWNER | E | Control |
| WILLMS, ANDREW, J | I | OWNER | E | Control |
| WILLMS, ANDREW, JOHN | I | OWNER | E | Control |
| WILLMS, ANDREW, JOHN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| WILLMS, ANDREW, JOHN | I | OWNER | E | Control |
| WILLMS, ANDREW, JOHN | I | OWNER | E | Control |
| WILLMS, ANDREW, JOHN | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| WILLMS, ANDREW, JOHN | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| WILLMS, ANDREW, JOHN | I | OWNER | E | Control |
| WILLMS, ANDREW, JOHN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| WILLMS, ANDREW, JOHN | I | OWNER | E | Control |
| WILLMS, ANDREW, JOHN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| WILLMS, ANDREW, JOHN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| WILLMS, ANDREW, JOHN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| WILLMS, ANDREW, JOHN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| WILLMS, ANDREW, JOHN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| WILLMS, ANDREW, JOHN | I | MANAGING MEMBER | E | Control |
| WILLMS, ANDREW, JOHN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| WILLMS, ANDREW, JOHN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| WILLMS, ANDREW, JOHN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| WILLMS, ANDREW, JOHN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| WILLMS, ANDREW, JOHN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| WILLMS, ANDREW, JOHN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| WILLMS, ANDREW, JOHN | I | MANAGING MEMBER | E | Control |
| WILLMS, ANDREW, JOHN | I | MANAGING MEMBER | E | Control |
| WILLMS, ANDREW, JOHN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| WILLMS, ANDREW, JOHN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| WILLMS, ANDREW, JOHN | I | MANAGING MEMBER | D | Control |
| WILLMS, ANDREW, JOHN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| WILLMS, ANDREW, JOHN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| WILLMS, ANDREW, JOHN | I | CCO/MANAGING MEMBER/PRESIDENT AND CEO | D | Control |
| WILLMS, ANDREW, JOHN | I | MANAGING MEMBER/PRESIDENT AND CEO | D | Control |
| WILLMS, ANDREW, JOHN | I | CCO/MANAGING MEMBER/PRESIDENT AND CEO | D | Control |
| BURNS, SCOTT, GRIFFITH | I | PARTNER | C | Control |
| EMILY M. WILLMS FAMILY TRUST | DE | OWNER | C | Control |
| EMILY M. WILLMS FAMILY TRUST | DE | OWNER | C | Control |
| EMILY M. WILLMS FAMILY TRUST | DE | OWNER | C | Control |
| EMILY M. WILLMS FAMILY TRUST | DE | OWNER | C | Control |
| EMILY M. WILLMS FAMILY TRUST | DE | OWNER | C | Control |
| EMILY M. WILLMS FAMILY TRUST | DE | OWNER | C | Control |
| EMILY M. WILLMS FAMILY TRUST | DE | OWNER | C | Control |
| JACOB A. WILLMS FAMILY TRUST | DE | OWNER | C | Control |
| JACOB A. WILLMS FAMILY TRUST | DE | OWNER | C | Control |
| JACOB A. WILLMS FAMILY TRUST | DE | OWNER | C | Control |
| JACOB A. WILLMS FAMILY TRUST | DE | OWNER | C | Control |
| JACOB A. WILLMS FAMILY TRUST | DE | OWNER | C | Control |
| JACOB A. WILLMS FAMILY TRUST | DE | OWNER | C | Control |
| JACOB A. WILLMS FAMILY TRUST | DE | OWNER | C | Control |
| MICHAEL R. WILLMS FAMILY TRUST | DE | OWNER | C | Control |
| MICHAEL R. WILLMS FAMILY TRUST | DE | OWNER | C | Control |
| MICHAEL R. WILLMS FAMILY TRUST | DE | OWNER | C | Control |
| MICHAEL R. WILLMS FAMILY TRUST | DE | OWNER | C | Control |
| MICHAEL R. WILLMS FAMILY TRUST | DE | OWNER | C | Control |
| MICHAEL R. WILLMS FAMILY TRUST | DE | OWNER | C | Control |
| MICHAEL R. WILLMS FAMILY TRUST | DE | OWNER | C | Control |
| WILLMS, LINDA | I | MEMBER | C | Control |
| WILLMS, LINDA | I | MEMBER | C | Control |
| WILLMS, LINDA | I | MEMBER | C | Control |
| WILLMS, LINDA | I | MEMBER | C | Control |
| WILLMS, LINDA | I | MEMBER | C | Control |
| WILLMS, LINDA | I | MEMBER | C | Control |
| WILLMS, LINDA | I | MEMBER | C | Control |
| WILLMS, LINDA | I | MEMBER | C | Control |
| WILLMS, LINDA | I | MEMBER | C | Control |
| WILLMS, LINDA | I | MEMBER | C | Control |
| ANDREW J. AND LINDA S. WILLMS TRUST | DE | OWNER | B | Control |
| ANDREW J. AND LINDA S. WILLMS TRUST | DE | OWNER | B | Control |
| ANDREW J. AND LINDA S. WILLMS TRUST | DE | OWNER | B | Control |
| ANDREW J. AND LINDA S. WILLMS TRUST | DE | OWNER | B | Control |
| ANDREW J. AND LINDA S. WILLMS TRUST | DE | OWNER | B | Control |
| ANDREW J. AND LINDA S. WILLMS TRUST | DE | OWNER | B | Control |
| ANDREW J. AND LINDA S. WILLMS TRUST | DE | OWNER | B | Control |
| ANDREW J. AND LINDA S. WILLMS TRUST | DE | OWNER | B | Control |
| ANDREW J. AND LINDA S. WILLMS TRUST | DE | OWNER | B | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| WILLMS, ANDREW, JOHN | I | ANDREW J. AND LINDA S. WILLMS TRUST | F | Control |
| WILLMS, ANDREW, JOHN | I | ANDREW J. AND LINDA S. WILLMS TRUST | F | Control |
| WILLMS, ANDREW, JOHN | I | ANDREW J. AND LINDA S. WILLMS TRUST | F | Control |
| WILLMS, ANDREW, JOHN | I | ANDREW J. AND LINDA S. WILLMS TRUST | F | Control |
| WILLMS, ANDREW, JOHN | I | ANDREW J. AND LINDA S. WILLMS TRUST | F | Control |
| WILLMS, ANDREW, JOHN | I | ANDREW J. AND LINDA S. WILLMS TRUST | F | Control |
| WILLMS, ANDREW, JOHN | I | ANDREW J. AND LINDA S. WILLMS TRUST | F | Control |
| WILLMS, LINDA | I | ANDREW J. AND LINDA S. WILLMS TRUST | F | Control |
| WILLMS, LINDA | I | ANDREW J. AND LINDA S. WILLMS TRUST | F | Control |
| WILLMS, LINDA | I | ANDREW J. AND LINDA S. WILLMS TRUST | F | Control |
| WILLMS, LINDA | I | ANDREW J. AND LINDA S. WILLMS TRUST | F | Control |
| WILLMS, LINDA | I | ANDREW J. AND LINDA S. WILLMS TRUST | F | Control |
| WILLMS, LINDA | I | ANDREW J. AND LINDA S. WILLMS TRUST | F | Control |
| WILLMS, LINDA | I | ANDREW J. AND LINDA S. WILLMS TRUST | F | Control |
| Willms, Jacob, A | I | ANDREW J. AND LINDA S. WILLMS FAMILY TRUST | F | Control |
| Willms, Jacob, A | I | ANDREW J. AND LINDA S. WILLMS FAMILY TRUST | F | Control |
| Willms, Jacob, A | I | EMILY M. WILLMS FAMILY TRUST | F | Control |
| Willms, Jacob, A | I | JACOB A. WILLMS FAMILY TRUST | F | Control |
| Willms, Jacob, A | I | MICHAEL R. WILLMS FAMILY TRUST | F | Control |
| Willms, Jacob, A | I | EMILY M. WILLMS FAMILY TRUST | F | Control |
| Willms, Jacob, A | I | JACOB A. WILLMS FAMILY TRUST | F | Control |
| Willms, Jacob, A | I | MICHAEL R. WILLMS FAMILY TRUST | F | Control |
| Willms, Jacob, A | I | EMILY M. WILLMS FAMILY TRUST | F | Control |
| Willms, Jacob, A | I | JACOB A. WILLMS FAMILY TRUST | F | Control |
| Willms, Jacob, A | I | MICHAEL R. WILLMS FAMILY TRUST | F | Control |
| Willms, Jacob, A | I | EMILY M. WILLMS FAMILY TRUST | F | Control |
| Willms, Jacob, A | I | JACOB A. WILLMS FAMILY TRUST | F | Control |
| Willms, Jacob, A | I | MICHAEL R. WILLMS FAMILY TRUST | F | Control |
| Willms, Jacob, A | I | EMILY M. WILLMS FAMILY TRUST | F | Control |
| Willms, Jacob, A | I | JACOB A. WILLMS FAMILY TRUST | F | Control |
| Willms, Jacob, A | I | MICHAEL R. WILLMS FAMILY TRUST | F | Control |
| WILLMS, ANDREW, J | I | WILLMS ANDERSON, S.C. | E | Control |
Registrations
Federal
IA
Apr 25, 2025 REGISTERED
Notice Filings (2)
IL WI
Address
414 N. MAIN STREETTHIENSVILLE, WI 53092
United States
Phone: 262-238-6980