ZIEGLER LINK-AGE MANAGEMENT III, 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
319701

Firm profile

FINTRX

Overview

Ziegler Link‑Age Management III, LLC operates as a small, corporate investment manager that chiefly appears to function through sponsored pooled vehicles rather than a broad retail advisory platform. Regulatory classifications list the firm in multiple roles — including broker‑dealer, investment adviser, commodity pool operator/CTA and sponsor or managing member of pooled investment vehicles — which indicates the firm structures and manages private funds and plays an active operational role in those vehicles. The firm is not identified as an active ESG investor, is not a multi‑state adviser and is not positioned as a pension consultant. Its public profile points to a narrow, product‑centric business model focused on private fund management and sponsorship rather than on delivering a wide range of retail advisory services.

Assets & Accounts

Investments & Alternatives

Location & Offices

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
  • Kent Anderson

    CEOCRD 7717279

  • ROBERT COLLINS

    President, CEOCRD 6487753

Contacts

3 of 3
  • NEIL BORG

    Senior Managing DirectorCRD 2789983

  • JAMES BUSHMAN

    DirectorCRD 1248254

  • KATIE SCHMITZ

    DirectorCRD 6419756

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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