Affiliated Financial Advisors, Inc.

Wisconsin
Registered In
12/03/1992
Incorp. Date

Company Summary

Affiliated Financial Advisors, Inc. in Wisconsin lists George M Schmidley of Milwaukee, WI.

Registered In
Wisconsin
Incorporation Date
Registration Type
Domestic
Company Type
Domestic Businiess Corporation
Status
Incorporated/Qualified/Registered
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George M Schmidley Registered Agent
2600 N MAYFAIR RD STE 200, MILWAUKEE, WI 53226

Financial Information for Affiliated Financial Advisors, Inc.

Form 5500

AFFILIATED FINANCIAL ADVISORS INC

2600 N Mayfair Rd, Suite 200, Milwaukee, Wi 53226 (414) 476-4999 EIN:39-1744613 Plan Admin:George Schmidley
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameAFA 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$0 / $2,898,244 2022 AFA 401(K) RETIREMENT PLAN - Plan #001 6 / 6 $0 / $2,898,244
Benefit & Retirement Plans based on Form 5500.
Related Business Names:
Affiliated Financial Advisors, Inc. Registered in New Jersey
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Affiliated Financial Advisors, Inc. Registered in Pennsylvania
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Person/City Match:George M Schmidley - Milwaukee, WI
Affiliated Financial Services, Inc. Registered in Wisconsin
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Pop'n Spot, LLC Registered in Wisconsin
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Affiliated Financial, Inc. Registered in Wisconsin
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Affiliated Tax Services LLC Registered in Wisconsin
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Hope Community Foundation, Inc. Registered in Wisconsin
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The following government agencies have contributed data:

Wisconsin Department of Financial Institutions U.S. Department of Labor
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