Andrew John Willms

Vorstandsvorsitzender bei Estate Counselors LLC

Consumer Services

Finance

Profil

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.

Aktive Positionen von Andrew John Willms

Unternehmen	Position	Beginn
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.	Vorstandsvorsitzender	01.01.2004

Alle aktiven Positionen von Andrew John Willms

Ehemalige bekannte Positionen von Andrew John Willms

Unternehmen	Position	Ende
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.	Gründer	-

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Ausbildung von Andrew John Willms

University of Wisconsin	Undergraduate Degree
University of Miami	Graduate Degree

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Unternehmensverbindungen

Private Unternehmen	2
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