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Stephen J. Share

WISCO INVESTMENT MANAGEMENT LLC
MADISON, WI 53719
Some features on this profile are disabled
CRD#: 5711561
SS

Professional summary

Stephen John Share, who also goes by Stephen J Share, is a registered financial advisor currently at WISCO INVESTMENT MANAGEMENT LLC located in Madison, Wisconsin.

Stephen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Stephen has worked at 3 firms and has passed the Series 63, Series 87 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Stephen J Share

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephen John Share's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 11, 2013 - Present

WISCO INVESTMENT MANAGEMENT LLC

Office #1: 402 Gammon Place, Suite 380, Madison, WI 53719
RIA
CRD#: 156476
MADISON, WI
Past

August 16, 2010 - November 22, 2011

MORGAN JOSEPH TRIARTISAN LLC

BD
CRD#: 10948
NEW YORK, NY
Past

September 24, 2009 - March 9, 2010

JESUP & LAMONT SECURITIES CORP

BD
CRD#: 39056
NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Wisconsin
(1/11/2013)

Exams

State Security Law Exam
RR
Series 63
Date: 9/30/2009
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 87
Date: 10/5/2009
Research Analyst Exam - Part II Regulations Module
General Industry/Product Exam
RR
Series 7
Date: 9/22/2009
General Securities Representative Examination

Current Firm

WI
WISCO INVESTMENT MANAGEMENT LLC
WISCO INVESTMENT MANAGEMENT LLC

CRD#: 156476 / SEC#:

Texas
Registered Investment Advisory firm - (10/18/2023 Conditional Restricted)
Wisconsin
Registered Investment Advisory firm - (3/30/2011 Approved)
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Contact information

Main Address
402 Gammon Place, Suite 380, Madison, WI 53719
Mailing Address
Phone number
(608) 442-5507
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts443
AUM (Assets Under Management)$ 73,730,796

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

WISCO INVESTMENT MANAGEMENT LLC

CRD#: 156476Madison, WI 53719

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