The Milwaukee WI team of financial advisors are ready to help guide your financial future. Founded in 1997, Wealth Enhancement Group is a nationwide network of independent financial advisors focused on delivering personalized financial plans. Clients from over 50,000 households have access to a range of services, including retirement planning, wealth management, tax strategies, risk management, estate planning, and private... Read More about Wealth Enhancement Group

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Eleazar Lopez is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Milwaukee, WI make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Eleazar Lopez - Thrivent

Spending nearly three years as a U.S. Peace Corps volunteer, I lived the reality of what they call “the toughest job you’ll ever love.” Growing up with a brother born with Down syndrome further deepened my commitment to helping others. These experiences shaped my passion for service, and today, as a financial planner in Wisconsin, I have the privilege of... Read More about Dean Hessler - Edelman Financial Engines

Equitable Advisors is committed to providing meaningful financial advice and services to our clients. As a strong and growing wealth management firm with over 4,500 financial professionals and more than $240 billion in assets under management and administration (as of December 31, 2026), we bring the same insight and empathy to our relationship with our financial professionals. Our supported independence... Read More about Equitable Advisors

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Milwaukee, WI area, David Baum will take the time to understand you and your goals, as well as those changing... Read More about David Baum - Financial Advisor, Ameriprise Financial Services, LLC

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer Member FINRA/ SIPC (finra.org/sipc.org). Insurance products are offered through LPL or its licensed affiliates. Securities and insurance offered through LPL or its affiliates are: Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations |... Read More about Lisa Haushalter - Old National Wealth Advisors

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Charlotte Ghazarian is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Glendale, WI make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Charlotte Ghazarian - Thrivent

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. John Denecke is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Milwaukee, WI make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about John Denecke - Thrivent

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.

Dickmeyer Boyce is an independent, Fee-Only financial planning and wealth management firm serving Brookfield, Milwaukee, and the greater Upper Midwest. As fiduciary advisors, we put our clients’ best interests first, offering holistic strategies for retirement, investments, tax planning, and wealth preservation. From individuals and families to small businesses, we provide clear, client-focused guidance to help you grow, protect, and manage... Read More about Dickmeyer Boyce Financial Management

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.

Prescient Financial Solutions helps pre-retirement individuals, business owners, corporate executives and those becoming affluent to manage the accumulation, distribution and succession of their wealth. With our attention to detail and uncanny knack of envisioning potential variables, we act as financial engineers who craft integrated plans and consistently fine-tune them for optimized results.