Wipfli Financial Advisors, LLC

Wisconsin

Registered In

07/11/2000

Incorp. Date

Foreign

Registration Type

Company Summary

Wipfli Financial Advisors, LLC in Wisconsin lists Julie R Nichols of Milwaukee, WI.

Julie R Nichols Registered Agent

10000 INNOVATION DR STE 250, MILWAUKEE, WI 53226

Form 5500

10000 Innovation Drive STE 250, Milwaukee, Wi 53226 (414) 431-9300 EIN:94-3338956 Plan Admin:Julie Nichols

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2020	Plan NameWIPFLI FINANCIAL ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY115 / 0 Assets BOY/EOY$11,873,619 / $0	2020	WIPFLI FINANCIAL ADVISORS, LLC 401(K) PLAN - Plan #001	115 / 0	$11,873,619 / $0
2019	Plan NameWIPFLI FINANCIAL ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY106 / 115 Assets BOY/EOY$10,026,124 / $11,873,619	2019	WIPFLI FINANCIAL ADVISORS, LLC 401(K) PLAN - Plan #001	106 / 115	$10,026,124 / $11,873,619

Benefit & Retirement Plans based on Form 5500.

Related Business Names:

Wipfli Financial Advisors, LLC Registered in Pennsylvania	Radnor, PA	View Report
Wipfli Financial Advisors, LLC Registered in Montana	Bozeman, MT Milwaukee, WI	View Report
Wipfli Financial Advisors, LLC Registered in Missouri	Jefferson City, MO Milwaukee, WI	View Report
Wipfli Financial Advisors LLC Registered in Vermont	Milwaukee, WI Sunderland, VT	View Report
Wipfli Financial Advisors LLC Registered in New Hampshire	Bedford, NH Milwaukee, WI	View Report
Wipfli Financial Advisors, LLC Registered in Minnesota	Milwaukee, WI Minneapolis, MN (1 more)	View Report
Wipfli Financial Advisors, LLC Registered in Colorado	Milwaukee, WI Lakewood, CO (1 more)	View Report

Person/City Match:Julie R Nichols - Milwaukee, WI

Hewins Holding, LLC Registered in Wisconsin	Milwaukee, WI		View Report
Wipfli Financial LLC Registered in Wisconsin	Milwaukee, WI		View Report

The following government agencies have contributed data:

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

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