Active
UNCOMMON CENTS INVESTING
Investment Advice|JANESVILLE, WI
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$417.4M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 411.4M |
| Non-Discretionary | 6.0M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 290105 |
| SEC Number | 801-111907 |
| Street Address | 1215 SUFFOLK DR. |
| Street Address 2 | UNIT 100 |
| Location | JANESVILLE, WI 53546 |
| Country | United States |
| Phone | 608-563-2437 |
| Fax | 608-807-0463 |
| Total Employees | 3 |
| Business Types | insurance_broker |
Client Count by Type (577 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 474 |
| High Net Worth Individual… | 103 |
Community Partners
CITY OF BELOIT
CITY OF JANESVILLE
CITY OF MILTON
COUNTY OF ROCK
FULTON, TOWNSHIP OF
MILTON, CITY OF
ORFORDVILLE VILLAGE OF
TOWN OF AVON
TOWN OF BELOIT
TOWN OF BRADFORD
TOWN OF CENTER
TOWN OF CENTER
TOWN OF FULTON
TOWN OF HARMONY
TOWN OF JANESVILLE
TOWN OF JOHNSTOWN
TOWN OF LA PRAIRIE
TOWN OF MAGNOLIA
TOWN OF NEWARK
TOWN OF ROCK
CITY OF BELOIT
CITY OF JANESVILLE
CITY OF MILTON
COUNTY OF ROCK
FULTON, TOWNSHIP OF
MILTON, CITY OF
ORFORDVILLE VILLAGE OF
TOWN OF AVON
TOWN OF BELOIT
TOWN OF BRADFORD
TOWN OF CENTER
TOWN OF CENTER
TOWN OF FULTON
TOWN OF HARMONY
TOWN OF JANESVILLE
TOWN OF JOHNSTOWN
TOWN OF LA PRAIRIE
TOWN OF MAGNOLIA
TOWN OF NEWARK
TOWN OF ROCK
CITY OF BELOIT
CITY OF JANESVILLE
CITY OF MILTON
COUNTY OF ROCK
FULTON, TOWNSHIP OF
MILTON, CITY OF
ORFORDVILLE VILLAGE OF
TOWN OF AVON
TOWN OF BELOIT
TOWN OF BRADFORD
TOWN OF CENTER
TOWN OF CENTER
TOWN OF FULTON
TOWN OF HARMONY
TOWN OF JANESVILLE
TOWN OF JOHNSTOWN
TOWN OF LA PRAIRIE
TOWN OF MAGNOLIA
TOWN OF NEWARK
TOWN OF ROCK
Municipal Government
24 Active
24
Organizations
CONSOLIDATED KOSHKONONG SANITARY DISTRICT
EDGERTON CITY HOUSING AUTHORITY
EVANSVILLE CITY HOUSING AUTHORITY
FULTON SANITARY DISTRICT 2
JANESVILLE COMMUNITY DEVELOPMENT AUTHORITY
LAKE LEOTA DISTRICT
PLYMOUTH SANITARY DISTRICT 1
ROCK COUNTY DRAINAGE BOARD
CONSOLIDATED KOSHKONONG SANITARY DISTRICT
EDGERTON CITY HOUSING AUTHORITY
EVANSVILLE CITY HOUSING AUTHORITY
FULTON SANITARY DISTRICT 2
JANESVILLE COMMUNITY DEVELOPMENT AUTHORITY
LAKE LEOTA DISTRICT
PLYMOUTH SANITARY DISTRICT 1
ROCK COUNTY DRAINAGE BOARD
CONSOLIDATED KOSHKONONG SANITARY DISTRICT
EDGERTON CITY HOUSING AUTHORITY
EVANSVILLE CITY HOUSING AUTHORITY
FULTON SANITARY DISTRICT 2
JANESVILLE COMMUNITY DEVELOPMENT AUTHORITY
LAKE LEOTA DISTRICT
PLYMOUTH SANITARY DISTRICT 1
ROCK COUNTY DRAINAGE BOARD
Special District
8 Active
8
Organizations
BELOIT SCHOOL DISTRICT
BELOIT-TURNER SCHOOL DISTRICT
BLACKHAWK TECHNICAL COLLEGE DISTRICT
CLINTON COMMUNITY SCHOOL DISTRICT
EDGERTON SCHOOL DISTRICT 8
JANESVILLE SCHOOL DISTRICT
MILTON SCHOOL DISTRICT
BELOIT SCHOOL DISTRICT
BELOIT-TURNER SCHOOL DISTRICT
BLACKHAWK TECHNICAL COLLEGE DISTRICT
CLINTON COMMUNITY SCHOOL DISTRICT
EDGERTON SCHOOL DISTRICT 8
JANESVILLE SCHOOL DISTRICT
MILTON SCHOOL DISTRICT
BELOIT SCHOOL DISTRICT
BELOIT-TURNER SCHOOL DISTRICT
BLACKHAWK TECHNICAL COLLEGE DISTRICT
CLINTON COMMUNITY SCHOOL DISTRICT
EDGERTON SCHOOL DISTRICT 8
JANESVILLE SCHOOL DISTRICT
MILTON SCHOOL DISTRICT
School District
7 Active
7
Organizations
12 & 12 DROP IN CENTER INC
171
4 80TH ARTILLERY 1968 REUNION GROUP
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
ACTS OF KINDNESS UA
Adams Elementary PTA
ADAPTIVE ALLIANCE INC
AG BUSINESS COUNCIL OF ROCK COUNTY INC
ALPHA ALPHA DELTA ZETA OF ZETA PHI BETA SORORITY INC
ALPHA CHI OMEGA FRATERNITY INC
ALPHA DELTA KAPPA SORORITY INC
ALPHA DELTA KAPPA SORORITY INC
ALTRUSA INTERNATIONAL FOUNDATION INC
ALTRUSA INTERNATIONAL INC
AMATEUR ATHLETIC UNION OF THE UNITED STATES
AMERICAN ASSOCIATION OF UNIVERSITY WOMEN
AMERICAN BLIND BOWLING ASSOCIATION INC
12 & 12 DROP IN CENTER INC
171
4 80TH ARTILLERY 1968 REUNION GROUP
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
ACTS OF KINDNESS UA
Adams Elementary PTA
ADAPTIVE ALLIANCE INC
AG BUSINESS COUNCIL OF ROCK COUNTY INC
ALPHA ALPHA DELTA ZETA OF ZETA PHI BETA SORORITY INC
ALPHA CHI OMEGA FRATERNITY INC
ALPHA DELTA KAPPA SORORITY INC
ALPHA DELTA KAPPA SORORITY INC
ALTRUSA INTERNATIONAL FOUNDATION INC
ALTRUSA INTERNATIONAL INC
AMATEUR ATHLETIC UNION OF THE UNITED STATES
AMERICAN ASSOCIATION OF UNIVERSITY WOMEN
AMERICAN BLIND BOWLING ASSOCIATION INC
12 & 12 DROP IN CENTER INC
171
4 80TH ARTILLERY 1968 REUNION GROUP
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
ACTS OF KINDNESS UA
Adams Elementary PTA
ADAPTIVE ALLIANCE INC
AG BUSINESS COUNCIL OF ROCK COUNTY INC
ALPHA ALPHA DELTA ZETA OF ZETA PHI BETA SORORITY INC
ALPHA CHI OMEGA FRATERNITY INC
ALPHA DELTA KAPPA SORORITY INC
ALPHA DELTA KAPPA SORORITY INC
ALTRUSA INTERNATIONAL FOUNDATION INC
ALTRUSA INTERNATIONAL INC
AMATEUR ATHLETIC UNION OF THE UNITED STATES
AMERICAN ASSOCIATION OF UNIVERSITY WOMEN
AMERICAN BLIND BOWLING ASSOCIATION INC
Nonprofit Organization
682 Active
682
Organizations
Community Partners89 organizations
CITY OF BELOIT
Municipal Government·BELOIT
CITY OF JANESVILLE
Municipal Government·JANESVILLE
COUNTY OF ROCK
Municipal Government·JANESVILLE
FULTON, TOWNSHIP OF
Municipal Government·EDGERTON
MILTON, CITY OF
Municipal Government·MILTON
ORFORDVILLE VILLAGE OF
Municipal Government·ORFORDVILLE
TOWN OF AVON
Municipal Government·BRODHEAD
TOWN OF BELOIT
Municipal Government·BELOIT
TOWN OF BRADFORD
Municipal Government·AVALON
TOWN OF CENTER
Municipal Government·EVANSVILLE
TOWN OF JOHNSTOWN
Municipal Government·AVALON
TOWN OF LA PRAIRIE
Municipal Government·JANESVILLE
TOWN OF MAGNOLIA
Municipal Government·BRODHEAD
TOWN OF NEWARK
Municipal Government·BELOIT
TOWN OF SPRING VALLEY
Municipal Government·ORFORDVILLE
TOWN OF TURTLE
Municipal Government·BELOIT
EDGERTON CITY HOUSING AUTHORITY
Special District·EDGERTON
EVANSVILLE CITY HOUSING AUTHORITY
Special District·EVANSVILLE
LAKE LEOTA DISTRICT
Special District·EVANSVILLE
PLYMOUTH SANITARY DISTRICT 1
Special District·ORFORDVILLE
BLACKHAWK TECHNICAL COLLEGE DISTRICT
School District·JANESVILLE
12 & 12 DROP IN CENTER INC
Nonprofit Organization·JANESVILLE
171
Nonprofit Organization·Janesville
4 80TH ARTILLERY 1968 REUNION GROUP
Nonprofit Organization·Janesville
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Janesville
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Janesville
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Janesville
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Janesville
ACTS OF KINDNESS UA
Nonprofit Organization·Janesville
Adams Elementary PTA
Nonprofit Organization·Janesville
ADAPTIVE ALLIANCE INC
Nonprofit Organization·BELOIT
AG BUSINESS COUNCIL OF ROCK COUNTY INC
Nonprofit Organization·JANESVILLE
ALPHA ALPHA DELTA ZETA OF ZETA PHI BETA SORORITY INC
Nonprofit Organization·Beloit
ALPHA CHI OMEGA FRATERNITY INC
Nonprofit Organization·Janesville
ALPHA DELTA KAPPA SORORITY INC
Nonprofit Organization·Beloit
ALPHA DELTA KAPPA SORORITY INC
Nonprofit Organization·Janesville
ALTRUSA INTERNATIONAL FOUNDATION INC
Nonprofit Organization·Beloit
ALTRUSA INTERNATIONAL INC
Nonprofit Organization·Janesville
AMATEUR ATHLETIC UNION OF THE UNITED STATES
Nonprofit Organization·Beloit
AMERICAN ASSOCIATION OF UNIVERSITY WOMEN
Nonprofit Organization·Janesville
AMERICAN BLIND BOWLING ASSOCIATION INC
Nonprofit Organization·Janesville
AMERICAN FEDERATION OF GOVERNMENT EMPLOYEES
Nonprofit Organization·Beloit
AMERICAN FEDERATION OF LABOR & CONGRESS OF INDUSTRIAL ORGS
Nonprofit Organization·Janesville
AMERICAN FEDERATION OF LABOUR & CONGRESS OF INDUSTRIAL ORGS
Nonprofit Organization·JANESVILLE
AMERICAN FEDERATION OF STATE COUNTY AND MUNICIPALI
Nonprofit Organization·JANESVILLE
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·Janesville
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·janesville
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·JANESVILLE
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·Beloit
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·Janesville
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·beloit
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·Janesville
AMERICAN FRIENDS OF ORR SHALOM INC
Nonprofit Organization·JANESVILLE
AMERICAN IDEA FOUNDATION INC
Nonprofit Organization·JANESVILLE
AMERICAN LEGION
Nonprofit Organization·Janesville
AMERICAN LEGION
Nonprofit Organization·Beloit
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Janesville
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Beloit
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Beloit
AMERICAN LEGION BASEBALL OF JANESVILLE WISCONSIN INC
Nonprofit Organization·JANESVILLE
AMERICAN MILKING SHORTHORN SOCIETY
Nonprofit Organization·BELOIT
APPRAISAL INSTITUTE
Nonprofit Organization·Beloit
A PROMISE OF LOVE
Nonprofit Organization·Beloit
A RIGHT TO LIFE ANIMAL & EQUINE SANCTUARY
Nonprofit Organization·janesville
AVIATION PATHWAY ACADEMY LTD
Nonprofit Organization·BELOIT
BADGER CHORDHAWKS CHORUS GUILD INC
Nonprofit Organization·JANESVILLE
BAER FAMILY INC
Nonprofit Organization·JANESVILLE
BE ACTIVE OUTDOORS INC
Nonprofit Organization·Beloit
BEGINNINGS GROUP FOSTER HOME INC
Nonprofit Organization·JANESVILLE
BELOIT 2020 CORPORATION
Nonprofit Organization·BELOIT
BELOIT AQUATIC TEAM
Nonprofit Organization·BELOIT