69 results for:

Investment Services Firms in Brookfield

Edward Jones - Financial Advisor: Jeffrey Baier

Edward Jones - Financial Advisor: Jeffrey Baier Verified by Yext

0.0

(0 Reviews)

12970 W Bluemound Rd, Ste 308, Elm Grove, WI

Learn more about IRAs on our official site!

Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

See Detail
Fidelity Investments - Relocated

Fidelity Investments - Relocated Verified by Yext

0.0

(0 Reviews)

16020 West Bluemound Road, Brookfield, WI

Visit Your Local Investor Center Today!

The Milwaukee Investor Center is relocating to 600 N. Barker Road, Brookfield, WI 53045 on Monday, 11/10/2025. Please note the current location: 16020 West Bluemound Road, Brookfield, WI 53005 will close at 1pm on Thursday, 11/06/2025 and all day Friday, 11/07/2025. Visit a Fidelity Investor Center for a variety of financial planning, wealth management, retirement, investment, and brokerage services. Schedule... Read More about Fidelity Investments - Relocated

See Detail
Steve Mlinaz - Thrivent

Steve Mlinaz - Thrivent Verified by Yext

0.0

(0 Reviews)

20935 Swenson Drive, Suite 150, Waukesha, WI

414-404-7738

Website

Learn More

Steve Mlinaz - Thrivent

Steve Mlinaz - Thrivent Verified by Yext

0.0

(0 Reviews)

20935 Swenson Drive, Suite 150, Waukesha, WI

Learn More

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Steve Mlinaz is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Waukesha, 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 Steve Mlinaz - Thrivent

See Detail
Annemieke van der Werf - Branch Manager, Ameriprise Financial Services, LLC

Annemieke van der Werf - Branch Manager, Ameriprise Financial Services, LLC Verified by Yext

0.0

(0 Reviews)

300 N Corporate Dr, Ste 100, Brookfield, WI

More info available at FINRA's BrokerCheck website

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 Brookfield, WI area, Annemieke van der Werf will take the time to understand you and your goals, as well as... Read More about Annemieke van der Werf - Branch Manager, Ameriprise Financial Services, LLC

See Detail
Jeffrey Pfannerstill Jr - Thrivent

Jeffrey Pfannerstill Jr - Thrivent Verified by Yext

0.0

(0 Reviews)

20935 Swenson Dr, Suite 150, Waukesha, WI

Learn More

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

See Detail
Trident Financial - Ameriprise Financial Services, LLC

Trident Financial - Ameriprise Financial Services, LLC Verified by Yext

0.0

(0 Reviews)

2212 E Moreland Blvd, Ste 100, Waukesha, WI

More info available at FINRA's BrokerCheck website

At Trident Financial, a financial advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Waukesha, WI area to help them... Read More about Trident Financial - Ameriprise Financial Services, LLC

See Detail
Nicolas Miselem - Financial Advisor, Ameriprise Financial Services, LLC

Nicolas Miselem - Financial Advisor, Ameriprise Financial Services, LLC Verified by Yext

0.0

(0 Reviews)

2212 E Moreland Blvd, Ste 100, Waukesha, WI

More info available at FINRA's BrokerCheck website

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 Waukesha, WI area, Nicolas Miselem will take the time to understand you and your goals, as well as those changing... Read More about Nicolas Miselem - Financial Advisor, Ameriprise Financial Services, LLC

See Detail
Joel Meyer - Thrivent

Joel Meyer - Thrivent Verified by Yext

0.0

(0 Reviews)

20935 Swenson DR, Suite 150, Waukesha, WI

952-607-0225

Website

Learn More

Joel Meyer - Thrivent

Joel Meyer - Thrivent Verified by Yext

0.0

(0 Reviews)

20935 Swenson DR, Suite 150, Waukesha, WI

Learn More

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Joel Meyer is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Waukesha, 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 Joel Meyer - Thrivent

See Detail
Alfred Hickey - Financial Advisor, Ameriprise Financial Services, LLC

Alfred Hickey - Financial Advisor, Ameriprise Financial Services, LLC Verified by Yext

0.0

(0 Reviews)

13555 Bishops Ct, Ste 255, Brookfield, WI

More info available at FINRA's BrokerCheck website

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 Brookfield, WI area, Alfred Hickey will take the time to understand you and your goals, as well as those changing... Read More about Alfred Hickey - Financial Advisor, Ameriprise Financial Services, LLC

See Detail
Shane M McCauley - Private Wealth Advisor, Ameriprise Financial Services, LLC

Shane M McCauley - Private Wealth Advisor, Ameriprise Financial Services, LLC Verified by Yext

0.0

(0 Reviews)

175 N Patrick Blvd, Ste 100, Brookfield, WI

More info available at FINRA's BrokerCheck website

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 Brookfield, WI area, Shane M McCauley will take the time to understand you and your goals, as well as those... Read More about Shane M McCauley - Private Wealth Advisor, Ameriprise Financial Services, LLC

See Detail

Keith Sierra - RBC Wealth Management Financial Advisor Verified by Yext

0.0

(0 Reviews)

18500 West Corporate Drive, Suite 100, Brookfield, WI

Strengthening your financial securityâ„ 

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.

See Detail

Susan Walton - RBC Wealth Management Financial Advisor Verified by Yext

0.0

(0 Reviews)

18500 West Corporate Drive, Suite 100, Brookfield, WI

Strengthening your financial securityâ„ 

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.

See Detail

Matthew Kolb - RBC Wealth Management Financial Advisor Verified by Yext

0.0

(0 Reviews)

18500 West Corporate Drive, Suite 100, Brookfield, WI

Strengthening your financial securityâ„ 

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.

See Detail
Wells Fargo Advisors

Wells Fargo Advisors Verified by Yext

0.0

(0 Reviews)

20800 Swenson Dr., Suite 200, Waukesha, WI

262-798-5271

Website

This location does not handle banking transactions

The Wartman Investment Team Verified by Yext

0.0

(0 Reviews)

18500 West Corporate Drive, Suite 100, Brookfield, WI

Strengthening your financial securityâ„ 

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.

See Detail
Edward Jones - Financial Advisor: Emmanuel Sona

Edward Jones - Financial Advisor: Emmanuel Sona Verified by Yext

0.0

(0 Reviews)

13660 W Capitol Dr, Suite C, Brookfield, WI

Learn more about IRAs on our official site!

Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

See Detail
Edward Jones - Financial Advisor: Andrew J Lemmenes

Edward Jones - Financial Advisor: Andrew J Lemmenes Verified by Yext

0.0

(0 Reviews)

13500 Watertown Plank Rd, Suite 204, Elm Grove, WI

Learn more about IRAs on our official site!

Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

See Detail
Edward Jones - Financial Advisor: Scott Lovejoy, CEPA®|RICP®

Edward Jones - Financial Advisor: Scott Lovejoy, CEPA®|RICP® Verified by Yext

0.0

(0 Reviews)

12970 W Bluemound Rd, Ste 308, Elm Grove, WI

Retirement Ready?Try Our Calculator and See!

Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

See Detail
Edward Jones - Financial Advisor: Sara N Virojana

Edward Jones - Financial Advisor: Sara N Virojana Verified by Yext

0.0

(0 Reviews)

17035 W Wisconsin Ave, Ste 109, Brookfield, WI

Retirement Ready?Try Our Calculator and See!

Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

See Detail
Edward Jones - Financial Advisor: Mike Savelkoul

Edward Jones - Financial Advisor: Mike Savelkoul Verified by Yext

0.0

(0 Reviews)

3815 N Brookfield Rd, Suite 203, Brookfield, WI

Retirement Ready?Try Our Calculator and See!

Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

See Detail
Edward Jones - Financial Advisor: Scott Cayo, CFP®

Edward Jones - Financial Advisor: Scott Cayo, CFP® Verified by Yext

0.0

(0 Reviews)

19105 W Capitol Dr, Ste 200, Brookfield, WI

Retirement Ready?Try Our Calculator and See!

Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

See Detail
Edward Jones - Financial Advisor: Mark V Thompson, CFP®

Edward Jones - Financial Advisor: Mark V Thompson, CFP® Verified by Yext

0.0

(0 Reviews)

13660 W Capitol Dr, Suite C, Brookfield, WI

Retirement Ready?Try Our Calculator and See!

Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

See Detail
Edward Jones - Financial Advisor: Maggie Spada, CFP®

Edward Jones - Financial Advisor: Maggie Spada, CFP® Verified by Yext

0.0

(0 Reviews)

19105 W Capitol Dr, Ste 200, Brookfield, WI

Retirement Ready?Try Our Calculator and See!

Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

See Detail
Edward Jones - Financial Advisor: Jim Lemmenes, AAMS®

Edward Jones - Financial Advisor: Jim Lemmenes, AAMS® Verified by Yext

0.0

(0 Reviews)

13500 Watertown Plank Rd, Suite 204, Elm Grove, WI

Retirement Ready?Try Our Calculator and See!

Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

See Detail
Edward Jones - Financial Advisor: Justin Brellenthin, CFP®

Edward Jones - Financial Advisor: Justin Brellenthin, CFP® Verified by Yext

0.0

(0 Reviews)

17039 W Greenfield Avenue, New Berlin, WI

Retirement Ready?Try Our Calculator and See!

Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

See Detail
20800 Swenson Dr., Suite 200, Waukesha, WI 262-798-5271
18500 West Corporate Drive, Suite 100, Brookfield, WI 262-395-1111
Edward Jones - Financial Advisor: Andrew J Lemmenes
13500 Watertown Plank Rd, Suite 204, Elm Grove, WI 262-362-4152