Find Top Financial Advisors in Milwaukee
WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Milwaukee. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.
Qualifications of Financial Advisor in Milwaukee
Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.
| Financial Advisors in Milwaukee, Wisconsin | ||
|---|---|---|
| Financial Advisor | Office Location | Phone Number |
| Jeremy Keil, Thrivent Financial |
15350 W. National Ave, New Berlin, WI 53151 |
(262) 333-8353 |
| Brian Eckert, Financial Engines Advisors, LLC |
1001 W. Glen Oaks Lane, Suite 225, Mequon, WI 53092 |
(262) 717-0022 |
| Craig Mottl, Financial Engines Advisors, LLC |
N16W23217 Stone Ridge Dr., Waukesha, WI 53188 |
(262) 717-0022 |
| Steve Czech, Financial Engines Advisors, LLC |
840 Willow Rd Suite P, Northbrook, IL 60062 |
(847) 498-3636 |
Information on Qualified Financial Advisors in Milwaukee
Qualifications
CRD# 4673347
FirmCRD# 18387
Series 7, 66
Compensation/Fee
I am a Fee-Based financial professional, Based on Assets, Commissions, Flat Fee, Subscriptions
Office Location
15350 W. National Ave,
Suite 214,
New Berlin,
WI 53151
Phone Number
(262) 3338353
Jeremy is a Wealth Advisor with Thrivent Financial. Out of over 10,000 financial advisors in Wisconsin, he is one of only six who hold both the Chartered Financial Analyst (CFA®) and Certified Financial Planner (CFP®). Additionally, Jeremy is a Certificated Kingdom Advisor. Jeremy has taught CFP® curriculum courses at Wisconsin Lutheran College and has served as an adjunct professor at Concordia University Wisconsin in Mequon, WI. Certifications: CFP® (Certified Financial Planner®) CFA® (Chartered Financial Analyst®) CLTC® (Certification for Long Term Care®) ChFC® (Chartered Financial Consultant®) CLU® (Chartered Life Underwriter®) RICP® (Retirement Income Certified Professional®)
About Thrivent Financial
No matter what your financial goals are, achieving them requires ongoing strategy and preparation. As an experienced professional, I develop integrated strategies that are specific to your individual situation. Whether you're just starting out or planning the retirement you've always dreamed about, I can help you meet your goals. As a Fortune 500 not-for-profit membership organization, Thrivent Financial helps its members achieve financial security by offering a broad range of products and services. What makes us different is what makes us strong. Because Thrivent Financial is membership-owned, we don?t answer to shareholders. We make decisions based on our members' best interests. In addition, we make it easier for you to help your congregation and community through outreach programs and activities. For questions, concerns or customer service needs, please call my office at 262-333-8353 or you may contact Thrivent directly at 1-800-847-4836. For important disclosure information, visit Thrivent . com / disclosures.
Qualifications
CRD# 4175089
FirmCRD# 104510
Series 7, 66
Compensation/Fee
I am a Fee-Based financial professional
Office Location
1001 W. Glen Oaks Lane, Suite 225,
Mequon,
WI 53092
Phone Number
(262) 7170022
Joined Financial Engines in 2012. Began his career in the financial services industry in 2000. Successfully completed the Series 7 and 66 examination(s) administered by FINRA. Earned the Certified Fund Specialist (CFS®) certification(s). Bachelor's degree in Business Administration from the University of Wisconsin - Whitewater. Has three children: Emily, Chase, and Amelia. Brian enjoys running, cooking, traveling, and camping.
About Financial Engines Advisors, LLC
Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).
Qualifications
CRD# 5018780
FirmCRD# 104510
Series 7, 63, 65
Compensation/Fee
I am a Fee-Based financial professional
Office Location
N16W23217 Stone Ridge Dr.,
Suite 100,
Waukesha,
WI 53188
Phone Number
(262) 7170022
Joined Financial Engines in 2012. Began his career in the financial services industry in 2005. Successfully completed the Series 7, 63, and 65 examination(s) administered by FINRA. Earned the CERTIFIED FINANCIAL PLANNERTM (CFP®) and the Certified Fund Specialist (CFS®) certification(s). Bachelor's degree in Business Administration from University of Wisconsin-Whitewater. Married to Tiffany. They have three children. Craig enjoys fishing, hunting, boating, and football.
About Financial Engines Advisors, LLC
Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).
Qualifications
CRD# 4329976
FirmCRD# 104510
Series 3, 7, 66
Compensation/Fee
I am a Fee-Based financial professional
Office Location
840 Willow Rd Suite P,
Northbrook,
IL 60062
Phone Number
(847) 4983636
Joined Financial Engines in 2007. Began his career in the financial services industry in 1989. Successfully completed the Series 3, 7, and 66 examination(s) administered by FINRA. Earned the Chartered Mutual Fund CounselorSM (CMFC®) certification(s). Former Commodity-Futures floor trader at Chicago Board of Trade/MACE. Studied Business Administration at Western Illinois University. Married to Nunzia. They have two adult children.
About Financial Engines Advisors, LLC
Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).
| List of Additional Financial Advisors in or around Milwaukee, Wisconsin | |
| Robert W. Baird & Co. Incorporated | Milwaukee, WI |
| Red Granite Advisors Llc | Milwaukee, WI |
| Bultman Investment Management, Inc. | Milwaukee, WI |
| Premier Investment Consulting, LLC | Cudahy, WI |
| Premier Investment Consulting, LLC | Cudahy, WI |
| Peck Financial Group | Brookfield, WI |
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