Andrew John Willms
Chief Executive Officer at Estate Counselors LLC
Profile
Mr. Andrew J.
Willms is a Founder & Chief Executive Officer at Estate Counselors LLC.
He has primary responsibility for the management of client investments.
He has been providing investment advice to individuals, families, trusts, charitable organizations and family holding companies for over 20 years.
Mr. Willms is also an attorney with over thirty years of legal experience in the areas of estate planning, charitable giving, corporate law, and taxation law.
Miami.
Andrew John Willms active positions
| Companies | Position | Start |
|---|---|---|
Estate Counselors LLC
 Estate Counselors LLC Investment ManagersFinance Estate Counselors LLC, do-business-as The Milwaukee Co., is an independent, SEC-registered investment advisor and wealth management firm headquartered in Thiensville, Wisconsin. The firm was founded by Andrew J. Willms in 2004 formerly under the name of Willms, S.C. The Milwaukee Co. offers portfolio management services to individuals, trusts, investment entities, and charitable organizations. | Chief Executive Officer | 2003-12-31 |
Former positions of Andrew John Willms
| Companies | Position | End |
|---|---|---|
O'Leary-Guth Law Office, S.C.
 O'Leary-Guth Law Office, S.C. Financial ConglomeratesFinance Willms-O’Leary S.C. engages in the provision of legal advisory services. It offers estate planning, estate administration and probate, business law, tax and accounting, elder and disability law, and special needs planning. The company was founded by Andrew J. Willms and is headquartered in Thiensville, WI. | Founder | - |
Training of Andrew John Willms
| University of Wisconsin | Undergraduate Degree |
| University of Miami | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Estate Counselors LLC
Estate Counselors LLC Investment ManagersFinance Estate Counselors LLC, do-business-as The Milwaukee Co., is an independent, SEC-registered investment advisor and wealth management firm headquartered in Thiensville, Wisconsin. The firm was founded by Andrew J. Willms in 2004 formerly under the name of Willms, S.C. The Milwaukee Co. offers portfolio management services to individuals, trusts, investment entities, and charitable organizations. | Finance |
O'Leary-Guth Law Office, S.C.
O'Leary-Guth Law Office, S.C. Financial ConglomeratesFinance Willms-O’Leary S.C. engages in the provision of legal advisory services. It offers estate planning, estate administration and probate, business law, tax and accounting, elder and disability law, and special needs planning. The company was founded by Andrew J. Willms and is headquartered in Thiensville, WI. | Finance |
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