Best Investors Account Sign in
Inactive

Corey J Mader

Aspiriant, LLC

Pewaukee, WI

Los Angeles, CA

CRD 5795381

Claim This Profile
Employer firm

Aspiriant, LLC CRD 146720

$18.0B regulatory AUM 24 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Aspiriant, Llc

11100 Santa Monica Blvd Suite 500, Los Angeles, CA 90025 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2019-03-07
  • WI RA
    APPROVED
    Since 2019-03-07

Branch Locations

N19W24200 Riverwood Dr Suite 320, Pewaukee, WI 53188 • United States

11100 Santa Monica Blvd Suite 500, Los Angeles, CA 90025 • 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
Aspiriant, Llc Milwaukee WI 01/2014 12/2017
Aspiriant, Llc Peewaukee WI 01/2018 02/2022
Aspiriant, Llc Peewaukee WI 03/2022 Present
Designations
  • Chartered Financial Analyst
Other Names
  • Corey Mader

View on SEC IAPD

Nearby Firms

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
PARK AVENUE SECURITIES LLC
LASALLE INVESTMENT ADVISORS, INC.

Nearby Investors

GREGORY NEBEL
MATTHEW WINTERS
DREW ALAN HEBBE

Nearby Offices

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · PEWAUKEE, WI
PARK AVENUE SECURITIES LLC · PEWAUKEE, WI
LASALLE INVESTMENT ADVISORS, INC. · PEWAUKEE, WI

More in Pewaukee, WI

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor