AdFi
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1834 INVESTMENT ADVISORS CO.

SEC Registered

Customized Wealth Solutions

MILWAUKEE, WIhttps://1834investmentadvisors.com(414) 615-1012
Assets Under Management
$1B–$5B
Employees
45
Office Locations
6 offices
Total Accounts
966

About the firm

1834 Investment Advisors Co. is an SEC registered investment adviser and wholly owned subsidiary of Old National Bancorp, a publicly traded bank holding company, formed on the promise of building stable, enduring wealth management and investment advisory relationships with clients. Headquartered in Milwaukee, the firm partners with individuals and institutions to establish customized investment strategies to pursue long-term goals.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthPension/Profit SharingState/Municipal

Areas of expertise

Investment ManagementOCIOWealth PlanningRetirement Plan ServicesPortfolio ManagementInstitutional ServicesFixed IncomeAlternative AssetsSeparately Managed AccountsFiduciary

Services

Institutional Services including Investment Management/OCIO (Outsourced Chief Investment Officer); Retirement Plan Services providing holistic guidance to design retirement plans for businesses and nonprofits; Personal Wealth Services including wealth planning and portfolio management through a broad investment platform.

investment_management

Who they serve

Individuals and institutions, including businesses and nonprofits

Client segmentClientsAssets managed
Individuals (Non-HNW)159$67M
High Net Worth Individuals210$950M
Investment Companies0
Pooled Investment Vehicles0$0
Pension/Profit Sharing Plans0$0
Charitable Organizations168$1.2B
State/Municipal Entities4
Insurance Companies0
Sovereign Wealth Funds0
Corporations0$0

0 total clients reported on Form ADV.

Leadership

Mark Robert Zellmer
DIRECTOR, CHAIRMAN
David Paul Becker
DIRECTOR, PRESIDENT, CHIEF INVESTMENT OFFICER, SECRETARY, TREASURER, CHIEF COMPLIANCE OFFICER
Northern Oak Acquisition Llc
SHAREHOLDER
Mark Robert Zellmer
SHAREHOLDER

Office locations

6 offices in 5 states
WI
MILWAUKEEHQ
IN
EVANSVILLE
IL
CHICAGO
MN
ST LOUIS PARK
IL
JOLIET
AZ
SCOTTSDALE

Advisors at this firm

15 advisors in the directory

Regulatory & compliance

CRD number
#105435
SEC Number
801-11335
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee
Minimum: $500,000 (waivable)

Data as of April 22, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

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Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. 1834 INVESTMENT ADVISORS CO. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

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