ZIEGLER LINK-AGE MANAGEMENT II, LLC
Firm details
- Headquarters
- MILWAUKEE, Wisconsin
- CRD number
- 298833
- Website
- www.ziegler.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2ROBERT COLLINS
President, CEOCRD 6487753
Kent Anderson
CEOCRD 7717279
Contacts
3 of 3NEIL BORG
Senior Managing DirectorCRD 2789983
JAMES BUSHMAN
DirectorCRD 1248254
KATIE SCHMITZ
DirectorCRD 6419756
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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