National Retirement Planning Experts

National Coverage
Local Professionals

MASON STREET ADVISORS, LLC

720 East Wisconsin Avenue
Milwaukee, Wisconsin 53202-4797
Tel: 414-665-5400

Need a Financial Advisor?
Compare Vetted Advisors

About MASON STREET ADVISORS, LLC

MASON STREET ADVISORS, LLC, formally registered with the SEC as MASON STREET ADVISORS, LLC. The firm was established in 12/17/2001. They have over 1 offices throughout the country.

MASON STREET ADVISORS, LLC is a Milwaukee, Wisconsin based Financial Planning firm with nearly $25,569,711,808 assets under management, offering retirement planning & investment advisory services to 27 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#114085
SEC#801-60721
Assets Managed by Firm$25,569,711,808
No. of Clients27
No. of Advisors12

Fee Structure

  • A Percentage of AUM

Advisory Services Provided

  • Portfolio Management for Investment
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total27$25,569,711,808

More Retirement Planning firms in Milwaukee, Wisconsin:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC
720 East Wisconsin Avenue
Milwaukee, WI, 53202-4797
$262,082,656,09819209
ROBERT W. BAIRD & CO. INCORPORATED
777 E. Wisconsin Avenue
Milwaukee, WI, 53202-5391
$247,790,348,0253160654071
ARTISAN PARTNERS LIMITED PARTNERSHIP
875 East Wisconsin Avenue, Suite 800
Milwaukee, WI, 53202
$128,675,520,784272483
TRUSTAGE INVESTMENT MANAGEMENT
5910 Mineral Point Rd
Madison, WI, 53705
$32,032,395,00036162
FIDUCIARY MANAGEMENT, INC.
790 N. Water Street, Suite 2100
Milwaukee, WI, 53202
$13,213,149,86283126

Explore More Retirement Advisors in Milwaukee, Wisconsin