Janet E. Kratz

JANCO WEALTH MANAGEMENT

Milwaukee, WI

Some features on this profile are disabled

CRD#: 861579

Professional summary

Janet Elizabeth (conroy) Kratz MRS, who also goes by Janet Elizabeth Conroy, Janet Elizabeth (conroy) Kratz, is a registered financial advisor currently at JANCO WEALTH MANAGEMENT located in Milwaukee, Wisconsin.

Janet is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Janet has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Janet Elizabeth Conroy | Janet Elizabeth (conroy) Kratz

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 Janet Elizabeth (conroy) Kratz MRS'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

March 11, 2008 - Present

JANCO WEALTH MANAGEMENT

RIA

CRD#: 108491

Milwaukee, WI

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
(3/11/2008)

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

Current Firm

JANCO WEALTH MANAGEMENT

CRD#: 108491 / SEC#: 801-57417

RIA

Registered Investment Advisory firm - (5/29/2009 Terminated)

Wisconsin

Registered Investment Advisory firm - (5/27/2009 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

Milwaukee, WI

Mailing Address

Phone number

(414) 273-8373

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	11
AUM (Assets Under Management)	$ 42,510,775

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.

Similar Advisors

Guy Peel

OSAIC WEALTH, INC.

IAR

Helena, MT

Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

IAR

Estero, FL

Jeffrey Meotti

MORGAN STANLEY

IAR

MADISON, CT

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Janet E. Kratz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Janet Elizabeth (conroy) Kratz MRS's CRS (Customer Relationship Summary).

Certified licenses

Experience

JANCO WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Current Firm

JANCO WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

JANCO WEALTH MANAGEMENT

TRUST BUT VERIFY

Similar Advisors