Andrew John Willms

Current Employers

Employment History

• 01/2010 → 01/2019
  Willms, S.C.
  Thiensville, WI
• 01/2010 → Present
  Estate Counselors, Llc/ Dba The Milwaukee Company
  Thiensville, WI
• 01/2019 → 12/2020
  Willms-O'LEary, S.C.
  Thiensville, WI

Other Businesses

1. Lutheran Social Services of Wisconsin & Upper Michigan, Non investment related, 6737 W. Washington Street, Ste. 2275 l West Allis, WI 53214, Non profit provider of social services, Title: Board member, Start date of your relationship. January 1, 2022, Approximate number of hours/month you devote to the other business: 5 hrs, Number of hours you devote to the other business during securities trading hours: 40/year, describe your duties: Prepare for and attend Board meetings and serve on the finance committee. 2. Diane M. Hendricks Enterprises, Inc., Non investment related, 1 ABC Parkway, Beloit WI 53511, Private Holding company comprised of closely held businesses, Title: Board member, Start date of your relationship: November 2014, Approximate number of hours/month you devote to the other business: 2 hrs/month, Number of hours you devote to the other business during securities trading hours: 10/year,Briefly describe your duties: Prepare for and attend Board meetings. 3. ABC Supply Company, Inc., Non-investment related, 1 ABC Parkway, Beloit WI 53511, Private roofing, windows, gutters, and siding supply company, Position/title: Board member, Start date of your relationship: September 2008. Approximate number of hours/month you devote to the other business: 5 hrs/month, Number of hours you devote to the other business during securities trading hours: 40/year, Briefly describe your duties: Prepare for and attend Board meetings and audit committee meetings.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-08-30

Other Names

• Andrew J Willms