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Carl Joseph Fuda

Klcm Advisors, Inc.

Milwaukee, WI

CRD 4359846

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Employer firm

Klcm Advisors, Inc. CRD 107847

$1.88B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Klcm Advisors, Inc.

330 E Kilbourn Avenue Suite 1050, Milwaukee, WI 53202-6615 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 1999-04-21
  • WI RA
    APPROVED
    Since 1999-04-21

Branch Locations

330 E. Kilbourn Avenue Suite 1180, Milwaukee, WI 53202 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Kitzinger, Lautmann Capital Management Inc. Milwaukee WI 05/1998 Present
  • 05/1998 → Present
    Kitzinger, Lautmann Capital Management Inc.
    Milwaukee, WI

View on SEC IAPD

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