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Brian J Gigl

Riverwater Partners LLC

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About Brian J Gigl

Brian Gigl is a financial advisor with Riverwater Partners LLC in Milwaukee, Wisconsin. Brian has been in the financial services industry since 2003 and has experience with various firms, including M&I Financial Advisors, Inc., Banc of America Investment Services, Inc., and Quick & Reilly, Inc. Brian is a Certified Financial Planner and holds the Series 6 and Series 63 securities licenses. Brian specializes in working with high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and other investment advisors.

Firm Information

Brian Gigl is currently registered with Riverwater Partners LLC. Riverwater Partners LLC is an investment advisor based in Milwaukee, WI, with a focus on providing financial planning and portfolio management services to individuals, corporations, charitable organizations, and pension plans. They have over $871 million in assets under management and specialize in serving high-net-worth individuals and institutional clients. The firm offers a wide range of services including portfolio management, investment management, and financial planning. Riverwater Partners LLC prides itself on its personalized approach to client relationships and its commitment to providing comprehensive financial advice.
Riverwater Partners LLC

1433 N. WATER STREET

MILWAUKEE, WI 53202

$871.74M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brian Gigl’s Registration & Firm History

WI

05/01/2024 - Present

Riverwater Partners LLC (MILWAUKEE WI)

WI

11/16/2005 - 07/18/2012

M&I FINANCIAL ADVISORS, INC (BROOKFIELD WI)

MA

10/20/2004 - 09/21/2005

BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)

NY

05/05/2003 - 10/20/2004

QUICK & REILLY, INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 05/08/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/01/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian J Gigl.
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