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Andrew John Willms
Amministratore Delegato presso Estate Counselors LLC
Profilo
Mr. Andrew J.
Willms is a Founder & Chief Executive Officer at Estate Counselors LLC.
He has primary responsibility for the management of client investments.
He has been providing investment advice to individuals, families, trusts, charitable organizations and family holding companies for over 20 years.
Mr. Willms is also an attorney with over thirty years of legal experience in the areas of estate planning, charitable giving, corporate law, and taxation law.
Miami.
Posizioni attive di Andrew John Willms
Società | Posizione | Inizio |
---|---|---|
Estate Counselors LLC
![]() Estate Counselors LLC Investment ManagersFinance Estate Counselors LLC, do-business-as The Milwaukee Co., is an independent, SEC-registered investment advisor and wealth management firm headquartered in Thiensville, Wisconsin. The firm was founded by Andrew J. Willms in 2004 formerly under the name of Willms, S.C. The Milwaukee Co. offers portfolio management services to individuals, trusts, investment entities, and charitable organizations. | Amministratore Delegato | 01/01/2004 |
Precedenti posizioni note di Andrew John Willms
Società | Posizione | Fine |
---|---|---|
O'Leary-Guth Law Office, S.C.
![]() O'Leary-Guth Law Office, S.C. Financial ConglomeratesFinance Willms-O’Leary S.C. engages in the provision of legal advisory services. It offers estate planning, estate administration and probate, business law, tax and accounting, elder and disability law, and special needs planning. The company was founded by Andrew J. Willms and is headquartered in Thiensville, WI. | Fondatore | - |
Formazione di Andrew John Willms
University of Wisconsin | Undergraduate Degree |
University of Miami | Graduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 2 |
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Estate Counselors LLC
![]() Estate Counselors LLC Investment ManagersFinance Estate Counselors LLC, do-business-as The Milwaukee Co., is an independent, SEC-registered investment advisor and wealth management firm headquartered in Thiensville, Wisconsin. The firm was founded by Andrew J. Willms in 2004 formerly under the name of Willms, S.C. The Milwaukee Co. offers portfolio management services to individuals, trusts, investment entities, and charitable organizations. | Finance |
O'Leary-Guth Law Office, S.C.
![]() O'Leary-Guth Law Office, S.C. Financial ConglomeratesFinance Willms-O’Leary S.C. engages in the provision of legal advisory services. It offers estate planning, estate administration and probate, business law, tax and accounting, elder and disability law, and special needs planning. The company was founded by Andrew J. Willms and is headquartered in Thiensville, WI. | Finance |
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