ZIEGLER LINK-AGE MANAGEMENT II, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
5
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
MILWAUKEE, Wisconsin
CRD number
298833

Firm profile

FINTRX

Overview

Ziegler Link-Age Management II, LLC is a limited liability company that operates primarily as a sponsor and manager of at least one pooled investment vehicle. The firm is registered in an unclassified adviser category and its ownership is recorded as a mix of a domestic entity and an individual. Its regulatory footprint includes roles beyond investment adviser — it is affiliated with broker-dealer activity, has CPO/CTA registration activity, and serves as a sponsor, general partner or managing member for pooled funds. The firm does not present itself as a capital allocator to third-party managers, and it identifies as neither a multi-state adviser nor a pension consultant. It also does not report active ESG investing as part of its approach.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • ROBERT COLLINS

    President, CEOCRD 6487753

  • Kent Anderson

    CEOCRD 7717279

Contacts

3 of 3
  • NEIL BORG

    Senior Managing DirectorCRD 2789983

  • JAMES BUSHMAN

    DirectorCRD 1248254

  • KATIE SCHMITZ

    DirectorCRD 6419756

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

MILWAUKEE, WI

MILWAUKEE

Location

MILWAUKEE, WI

Headquartered in MILWAUKEE, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.

Metro area
Milwaukee-Racine-Waukesha, WI
Region
Midwest
County
MILWAUKEE
Address
790 N Water St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth