Advisor at Atlantis Wealth Advisors LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Atlantis Wealth Advisors LLC
Location
Appleton, WI 54914
Credentials
CFP®, Series 65
Industry experience
12 years
Muhammed Kabeer Gbaja Biamila is a CFP® and holds a Series 65 license with 12 years of industry experience. He is currently with Atlantis Wealth Advisors LLC and has prior experience at Camelot Advisors LLC, Vestura, LLC, and Compass (Finances God's Way). Atlantis Wealth Advisors LLC provides financial planning, asset management, and consulting services to a diverse client base, including individuals, high-net-worth clients, pension plans, trusts, and charitable organizations. The firm employs a combination of top-down macro analysis and bottom-up security selection, offering discretionary and non-discretionary investment programs through proprietary strategies and third-party managers.
Based on Atlantis Wealth Advisors LLC
Based on Atlantis Wealth Advisors LLC
Fixed fees for financial planning/consulting ranging from $0 to $15,000 or $500 to $4,000 per annum (negotiable)
0.50% to 2.00% per annum (negotiable, based on account size and complexity)
Certain professionals are registered representatives and receive customary commissions for securities sales; commissions are separate from advisory fees
Hourly financial planning fees between $125 and $350 per hour
Fee-only: Financial planning fixed fees between $0 and $15,000 (negotiable); Financial consulting fixed fees between $500 and $4,000 per annum (negotiable)
4321 W. College Avenue, Suite 200
Appleton, WI 54914
Texas · Wisconsin
Camelot Advisors LLC
2018 - Present (8 years)
Vestura, LLC
2014 - 2018 (4 years)
Compass (Finances God's Way)
2013 - 2018 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63
Hortonville, WI
Financial Services of Northeast Wisconsin, Inc.
CFP®, Series 63, Series 66
Appleton, WI
Kolash Wealth Strategies, LLC
Series 63
Appleton, WI
ASC 401(k) Management
Series 63, Series 65
Appleton, WI
Financial Advisory Group, Inc.
CFP®, Series 66
Appleton, WI
Denarius Wealth Management
Series 65
Appleton, WI
Freedom Wealth LLC
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