Director of Research · Campbell Newman Asset Management Inc
Rimas M. Milaitis
CRD 2853891 · Named on Form ADV at one SEC-registered adviser
At a glance
Campbell Newman Asset Management Inc, an SEC-registered wealth manager based in Milwaukee, WI with $1.4 billion in regulatory assets, lists Rimas M. Milaitis on its Form ADV as Director of Research.
Firms and roles
- Campbell Newman Asset Management IncDirector of ResearchWealth manager · Milwaukee, WI · $1.4B in regulatory assets
AtlasMembers
Rimas’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- Locked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 1999 (27 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Rimas’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Mary C. BrownDirector and President, Campbell Newman Asset Management Inc
- Robin J. HarrisonChief Compliance Officer, Campbell Newman Asset Management Inc
- John C. BonnellDirector of Business Development, Campbell Newman Asset Management Inc
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Rimas’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.