Fee-only adviser · Brookfield, WI
Bultman Investment Management, Inc.
Bultman Investment Management, Inc. is a fee-only investment adviser registered with the securities regulator of Wisconsin, with its main office in Brookfield, Wisconsin. On its latest Form ADV, filed March 10, 2026, it reports $52M in regulatory assets under management, 61 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Wisconsin |
|---|---|
| Firm CRD number | 106283 · SEC file 801-39017 |
| Office | 611 N. Barker RD Suite 100 Brookfield, WI 53045 |
| Phone | (262) 259-0777 |
| Website | Not listed |
| Regulatory assets under management | $52M ($17M discretionary) |
| Individual clients | 47 non-high-net-worth, 14 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets, Fixed fee |
| Services | Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 10, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Brookfield
- Granite Financial Group $186M
- Financial Strategies, Inc. $150M
- Review Services Inc $227M
- Entasis Asset Management LLC $198M
- Envision Financial LLC $353M
- Midwest Wealth Solutions LLC $29M
See all 8 fee-only advisers in Brookfield →
Nearby
- Elm Grove 4 firms
- Wauwatosa 3 firms
- Greenfield 1 firm
- Pewaukee 2 firms
- Waukesha 6 firms
- Milwaukee 34 firms
- Germantown 1 firm
- Mequon 7 firms
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