Andrew John Willms
Algemeen Directeur bij Estate Counselors LLC
Profiel
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.
Actieve functies van Andrew John Willms
| Bedrijven | Functie | Begin |
|---|---|---|
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. | Algemeen Directeur | 01-01-2004 |
Eerdere bekende functies van Andrew John Willms
| Bedrijven | Functie | Einde |
|---|---|---|
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. | Oprichter | - |
Opleiding van Andrew John Willms
| University of Wisconsin | Undergraduate Degree |
| University of Miami | Graduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 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 |
