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Chris Brumfield

1834 Investment Advisors Co.

Milwaukee, WI

CRD 8191462

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Employer firm

1834 Investment Advisors Co. CRD 105435

$2.20B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

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

Current Employers
1834 Investment Advisors Co.

511 N Broadway Suite 801, Milwaukee, WI 53202 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-11-17
  • WI RA
    APPROVED
    Since 2025-11-17

Branch Locations

511 N Broadway Suite 801, 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
1834 Investment Advisors Co. Milwaukee WI 11/2025 Present
Old National Bank Milwaukee WI 05/2023 Present
Wisconsin Bank And Trust Milwaukee WI 02/2021 04/2023
Profile By Sanford Kenosha WI 04/2018 08/2020
Us Bank Milwaukee WI 07/1999 07/2017
Caregiver Lake Geneva WI 08/2017 03/2018
Unemployed Lake Geneva WI 09/2020 01/2021
  • 11/2025 → Present
    1834 Investment Advisors Co.
    Milwaukee, WI
  • 05/2023 → Present
    Old National Bank
    Milwaukee, WI
  • 02/2021 → 04/2023
    Wisconsin Bank And Trust
    Milwaukee, WI
  • 04/2018 → 08/2020
    Profile By Sanford
    Kenosha, WI
  • 07/1999 → 07/2017
    Us Bank
    Milwaukee, WI
  • 08/2017 → 03/2018
    Caregiver
    Lake Geneva, WI
  • 09/2020 → 01/2021
    Unemployed
    Lake Geneva, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-01
  • S65 Uniform Investment Adviser Law Examination
    2025-11-01

View on SEC IAPD

Nearby Firms

ROBERT W. BAIRD & CO. INCORPORATED
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLC
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC

Nearby Investors

GREGORY BERNARD GREENHOUSE
GREGORY S PINSKY
SCOTT JOHN HANSON

Nearby Offices

ROBERT W. BAIRD & CO. INCORPORATED · MILWAUKEE, WI
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLC · MILWAUKEE, WI
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC · MILWAUKEE, WI

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