Fiduciaone

Fiduciaone (CRD# 327737) is a financial advisory firm headquartered in Pewaukee, WI. They manage $23,337,219 in 123 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
N27 W23953 Paul Rd., Suite 105, Pewaukee, WI 53072
https://fiduciaone.com
By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    123
    ACCOUNTS
  • Average Account Value
    $189,733
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, WI

Financial Advisors at Fiduciaone
Showing 1 - 1 of 1 top financial advisors.
1
Jennifer Hipkiss, financial advisor Pewaukee WI
Jennifer M. Hipkiss
CRD#: 4067352
N27 W23953 Paul Rd., Suite 105, Pewaukee, WI 53072

Jennifer Hipkiss (CRD# 4067352) is an Investment Advisor Representative working at Fiduciaone in Pewaukee, WI and has over 9 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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