Network origin in Lena Mata first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
1834 Investment Advisors Co.
 1834 Investment Advisors Co. Investment ManagersFinance 1834 Investment Advisors Co. (1834) is a SEC-registered investment advisor and wealth management firm headquartered in Milwaukee, Wisconsin. The firm was founded in 1976 as Haker Zellmer Investment Management, Inc. until 2001 when it became Northern Oak Wealth Management, Inc. They changed their name to 1834 Investment Advisors Co. in 2022. The firm is a wholly owned subsidiary of Old National Bancorp, Inc. (NASDAQ: ONB). 1834 primarily provides investment advisory services to high-net worth individuals and institutions.
2
| Subsidiary | Investment Managers | 2 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Lena Mata via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Capital Investment Services of America, Inc.
 Capital Investment Services of America, Inc. Investment ManagersFinance Capital Investment Services of America, Inc. (Capital) is an independent, SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. Founded in 1981, Capital provides independent investment counsel to high-net-worth individuals, trusts, businesses, and charitable organizations throughout the US. | Investment Managers | Analyst-Equity | |
| Marquette University | College/University | Masters Business Admin | |
| Valparaiso University | College/University | Undergraduate Degree | |
Cetera Investment Services LLC
 Cetera Investment Services LLC Investment Banks/BrokersFinance Cetera Investment Services LLC provides brokerage, insurance and investment advisory services. It offers solutions in the areas of education and training, practice management, sales support, marketing and compliance for financial professionals; and wealth management programs. The company was founded in 1984 and is headquartered in St. Cloud, MN. | Investment Banks/Brokers | Corporate Officer/Principal | |
Disciplined Financial Services, Inc.
 Disciplined Financial Services, Inc. Investment ManagersFinance Part of The Disciplined Investor Group, Inc., Disciplined Financial Services, Inc. provides investment advice. The company is based in Brookfield, WI. | Investment Managers | Corporate Officer/Principal | |
| Indiana University | College/University | Undergraduate Degree |
Statistics
International
| United States | 7 |
Sectoral
| Finance | 4 |
| Consumer Services | 4 |
Operational
| Portfolio Manager-Equities | 3 |
| Undergraduate Degree | 2 |
| Corporate Officer/Principal | 2 |
| Analyst-Equity | 1 |
| Analyst-Fixed Income | 1 |
Most connected contacts
| Insiders | |
|---|---|
| Marc Kenneth Wojcik | 6 |
| Matthew Frank Bappert | 2 |
- Stock Market
- Insiders
- Lena Mata
- Company connections
