• Home
  • About Bluemound
    • Contact Information
    • Mission
    • Investment Philosophy
    • Why use a Fee Only Advisor
    • Kirk Spano Biography
    • Getting To Know Each Other
    • Disclosures
      1. ADV II Brochure
      2. Characteristics & Risks of Standardized Options
      3. Code of Ethics
      4. Privacy Policy
      5. Outside Links Disclaimer
  • Services
    • Investment Management
    • Financial Planning
    • 401(k) Investment Management
    • Flat Fee and Hourly Consulting
    • Retirement Income
    • 401(k) Design & Fiduciary Services
    • Accredited Investors
    • Annuity Rescue
    • Risk Management and Insurance
    • American Resource Boom Letter
    • Estate Planning
    • Young Investor Program
  • Letters & Notes
  • Contact Kirk

Disclosures

Display # 
Title
Outside Links Disclaimer
Code of Ethics
Privacy Policy

Bluemound Asset Management, LLC is a Wisconsin Registered Investment Advisor.

13500 Watertown Plank Road, Suite 202, Elm Grove, WI 53122 • 414-617-6669

Providing financial planning, investment advisory and retirement services throughout Wisconsin, including, but not limited to: Milwaukee, Wauwatosa, Brookfield, West Allis, Madison, Sun Prairie, Watertown, Appleton, Green Bay, De Pere, Oshkosh, Fon Du Lac, Sheboygan, Neenah, Manitiwoc, West Bend, La Crosse, Eau Claire, Superior, Wausau, Stevens Point, Waukesha, Menomonee Falls, Germantown, Mequon, Cedarburg, Grafton, Whitefish Bay, Fox Point, Bayside, Shorewood, Glendale, Elm Grove, Brown Deer, Kenosha, Racine, Mount Pleasant, Caledonia, Bay View, Mukwonago, Burlington, East Troy, Waterford, Lake Geneva, Janesville, Beloit, South Milwaukee, Cudahy, Franklin, Oak Creek, New Berlin, Greenfield, Big Bend, Vernon, Muskego...

Kirk Spano and Bluemound Asset Management, LLC accept clients nationally per applicable state registration regulations and the "de minimis" exception.

All rights Reserved by Bluemound Asset Management, LLC and Kirk Spano © 2010-13

All information herein has been prepared solely for informational purposes, contains no guarantees of any kind and is not an offer of case specific advice. Opinions subject to change.

We offer no legal or accounting advice.