Clifford Wullschleger
ChFC®Professional Summary
Clifford Wullschleger, ChFC®, who also goes by Clifford (none) Wullschleger, Clifford Wulschleger, is a registered financial advisor currently at WULLSCHLEGER GROUP located in Madison, Wisconsin. Clifford is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Clifford has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 7, Series 51 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Clifford (none) Wullschleger, Clifford Wulschleger
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
40 years in the financial services industry
Current & Past Employments
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Current Firm
WULLSCHLEGER GROUP | WULLSCHLEGER GROUP LLC
Contact Information
Main Address
525 Junction Road, Ste 6500 Pmb #5, Madison, WI 53717Phone Number
(608) 514-5328# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
40AUM (Assets Under Management)
$8,096,825Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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State Registrations and Notice Filings
(8/18/2025)
(8/18/2025)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Clifford Wullschleger's CRS (Customer Relationship Summary).
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