TMFS-MILWAUKEE, LLC
Legal name: THE MUTUAL FUND STORE
CRD #138243 SEC #801-67946 WAUKESHA, WI 262-717-0022
SEC Registered
Total AUM
$121.3M
Discretionary
$121.3M
Employees
3
Clients
1
Accounts
609
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Wisconsin
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 19, 2013
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BESTGEN, JOSEPH, EUGENE | I | PRESIDENT | NA | Control |
| BESTGEN, JOSEPH, EUGENE | I | PRESIDENT | NA | Control |
| BESTGEN, JOSEPH, EUGENE | I | PRESIDENT | NA | Control |
| BESTGEN, JOSEPH, EUGENE | I | PRESIDENT | NA | Control |
| BESTGEN, JOSEPH, EUGENE | I | PRESIDENT | NA | Control |
| BESTGEN, JOSEPH, EUGENE | I | PRESIDENT | NA | Control |
| BESTGEN, JOSEPH, EUGENE | I | PRESIDENT | NA | Control |
| BESTGEN, JOSEPH, EUGENE | I | PRESIDENT | NA | Control |
| BESTGEN, JOSEPH, EUGENE | I | PRESIDENT | NA | Control |
| BESTGEN, JOSEPH, EUGENE | I | PRESIDENT | NA | Control |
| BESTGEN, JOSEPH, EUGENE | I | PRESIDENT | NA | Control |
| BESTGEN, JOSEPH, EUGENE | I | PRESIDENT | NA | Control |
| BESTGEN, JOSEPH, EUGENE | I | PRESIDENT | NA | Control |
| BESTGEN, JOSEPH, EUGENE | I | PRESIDENT | NA | Control |
| BROWN, ERIC, ALAN | I | CHIEF COMPLIANCE OFFICER, MANAGING PARTNER, INVESTMENT ADVISOR | NA | Control |
| BROWN, ERIC, ALAN | I | CHIEF COMPLIANCE OFFICER, MANAGING PARTNER, INVESTMENT ADVISOR | NA | Control |
| BROWN, ERIC, ALAN | I | CHIEF COMPLIANCE OFFICER, MANAGING PARTNER, INVESTMENT ADVISOR | NA | Control |
| BROWN, ERIC, ALAN | I | CHIEF COMPLIANCE OFFICER, MANAGING PARTNER, INVESTMENT ADVISOR | NA | Control |
| COLLICOTT, JIMMIE, MARLIN | I | SENIOR INVESTMENT ADVISOR | NA | Control |
| COLLICOTT, JIMMIE, MARLIN | I | SENIOR INVESTMENT ADVISOR | NA | Control |
| COLLICOTT, JIMMIE, MARLIN | I | MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER & SENIOR INVESTMENT ADVISOR | NA | Control |
| COLLICOTT, JIMMIE, MARLIN | I | MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER & SENIOR INVESTMENT ADVISOR | NA | Control |
| COLLICOTT, JIMMIE, MARLIN | I | MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER & SENIOR VICE PRESIDENT - INVESTMENTS | NA | Control |
| COLLICOTT, JIMMIE, MARLIN | I | MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER & SENIOR INVESTMENT ADVISOR | NA | Control |
| COLLICOTT, JIMMIE, MARLIN | I | MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER & SENIOR VICE PRESIDENT - INVESTMENTS | NA | Control |
| COLLICOTT, JIMMIE, MARLIN | I | MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER & SENIOR VICE PRESIDENT - INVESTMENTS | NA | Control |
| COLLICOTT, JIMMIE, MARLIN | I | MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER & SENIOR INVESTMENT ADVISOR | NA | Control |
| COLLICOTT, JIMMIE, MARLIN | I | MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER & SENIOR INVESTMENT ADVISOR | NA | Control |
| ECKERT, BRIAN, W | I | SENIOR INVESTMENT ADVISOR | NA | |
| HANSEN, DALE, JAY | I | SENIOR INVESTMENT ADVISOR AND CHIEF COMPLIANCE OFFICER | NA | Control |
| HANSEN, DALE, JAY | I | MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER & SENIOR INVESTMENT ADVISOR | NA | Control |
| HANSEN, DALE, JAY | I | SENIOR INVESTMENT ADVISOR | NA | Control |
| HANSEN, DALE, JAY | I | SENIOR INVESTMENT ADVISOR | NA | Control |
| HANSEN, DALE, JAY | I | SENIOR INVESTMENT ADVISOR | NA | Control |
| HANSEN, DALE, JAY | I | SENIOR INVESTMENT ADVISOR | NA | Control |
| HANSEN, DALE, JAY | I | SENIOR INVESTMENT ADVISOR | NA | Control |
| IRWIN, EDWARD, CHRISTOPHER GEORGE | I | SENIOR INVESTMENT ADVISOR | NA | Control |
| IRWIN, EDWARD, CHRISTOPHER GEORGE | I | MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER & SENIOR INVESTMENT ADVISOR | NA | Control |
| IRWIN, EDWARD, CHRISTOPHER GEORGE | I | SENIOR INVESTMENT ADVISOR | NA | Control |
| MOTTL, CRAIG, MICHAEL | I | SENIOR INVESTMENT ADVISOR | NA | |
| TMFS NATIONAL II, LLC | DE | OWNER | E | Control |
| TMFS NATIONAL II, LLC | DE | OWNER | E | Control |
| TMFS NATIONAL II, LLC | DE | OWNER | E | Control |
| TMFS NATIONAL II, LLC | DE | OWNER | E | Control |
| TMFS NATIONAL II, LLC | DE | OWNER | E | Control |
| TMFS NATIONAL II, LLC | DE | OWNER | E | |
| TMFS NATIONAL II, LLC | DE | OWNER | E | Control |
| TMFS NATIONAL II, LLC | DE | OWNER | E | Control |
| TMFS NATIONAL II, LLC | DE | OWNER | E | Control |
| TMFS NATIONAL II, LLC | DE | OWNER | E | Control |
| TMFS NATIONAL II, LLC | DE | OWNER | E | Control |
| TMFS NATIONAL II, LLC | DE | OWNER | E | Control |
| TMFS NATIONAL II, LLC | DE | OWNER | E | Control |
| TMFS NATIONAL II, LLC | DE | OWNER | E | Control |
| TMFS NATIONAL II, LLC | DE | OWNER | E | Control |
| JURY, TIMOTHY, GROVER | I | MEMBER | B | |
| JURY, TIMOTHY, GROVER | I | MEMBER | B | |
| JURY, TIMOTHY, GROVER | I | MEMBER | B | |
| JURY, TIMOTHY, GROVER | I | MEMBER | B | |
| JURY, TIMOTHY, GROVER | I | MEMBER | B | |
| JURY, TIMOTHY, GROVER | I | MEMBER | B | |
| JURY, TIMOTHY, GROVER | I | MEMBER | B | |
| JURY, TIMOTHY, GROVER | I | MEMBER | B | |
| JURY, TIMOTHY, GROVER | I | MEMBER | B | |
| JURY, TIMOTHY, GROVER | I | MEMBER | B | |
| REDWINE, JACK, HEROLD | I | MEMBER | A | |
| REDWINE, JACK, HEROLD | I | MEMBER | A | |
| REDWINE, JACK, HEROLD | I | MEMBER | A | |
| REDWINE, JACK, HEROLD | I | MEMBER | A | |
| REDWINE, JACK, HEROLD | I | MEMBER | A | |
| REDWINE, JACK, HEROLD | I | MEMBER | A | |
| REDWINE, JACK, HEROLD | I | MEMBER | A | |
| REDWINE, JACK, HEROLD | I | MEMBER | A | |
| REDWINE, JACK, HEROLD | I | MEMBER | A | |
| REDWINE, JACK, HEROLD | I | MEMBER | A |
Registrations
Federal
IA
Feb 19, 2013 REGISTERED
Notice Filings (4)
FL IL MI WI
Address
21675 LONG VIEW DRIVE SUITE 300WAUKESHA, WI 53186
United States
Phone: 262-717-0022