Alexander Barta
Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
This firm offers financial planning and portfolio management services. The fees for these services are not listed in this section of the brochure. Contact the firm directly for more information.
Areas of Practice
Advisor Information
Office location
720 Industrial Court, Ste 8, Hartland, WI, 53029
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No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Alexander is a member of Skye Accounting, LLC, involved in tax preparation, accounting, and bookkeeping since 2021. He is also involved with Skye Financial Services, Inc. in business development/back office roles and as a shareholder, and serves as a board member for Montessori School of Waukesha, Inc.