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Investment Services Firms in Brookfield
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12970 W Bluemound Rd, Ste 308, Elm Grove, WI
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.
16020 West Bluemound Road, Brookfield, WI
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
20935 Swenson Drive, Suite 150, Waukesha, WI
20935 Swenson Drive, Suite 150, Waukesha, WI
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
300 N Corporate Dr, Ste 100, Brookfield, WI
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
20935 Swenson Dr, Suite 150, Waukesha, WI
20935 Swenson Dr, Suite 150, Waukesha, WI
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
2212 E Moreland Blvd, Ste 100, Waukesha, WI
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
2212 E Moreland Blvd, Ste 100, Waukesha, WI
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
20935 Swenson DR, Suite 150, Waukesha, WI
20935 Swenson DR, Suite 150, Waukesha, WI
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
13555 Bishops Ct, Ste 255, Brookfield, WI
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
175 N Patrick Blvd, Ste 100, Brookfield, WI
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
18500 West Corporate Drive, Suite 100, Brookfield, WI
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.
18500 West Corporate Drive, Suite 100, Brookfield, WI
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.
18500 West Corporate Drive, Suite 100, Brookfield, WI
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.
20800 Swenson Dr., Suite 200, Waukesha, WI
20800 Swenson Dr., Suite 200, Waukesha, WI
This location does not handle banking transactions
See Detail18500 West Corporate Drive, Suite 100, Brookfield, WI
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.
13660 W Capitol Dr, Suite C, Brookfield, WI
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.
13500 Watertown Plank Rd, Suite 204, Elm Grove, WI
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.
12970 W Bluemound Rd, Ste 308, Elm Grove, WI
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.
17035 W Wisconsin Ave, Ste 109, Brookfield, WI
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.
3815 N Brookfield Rd, Suite 203, Brookfield, WI
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.
19105 W Capitol Dr, Ste 200, Brookfield, WI
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.
13660 W Capitol Dr, Suite C, Brookfield, WI
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.
19105 W Capitol Dr, Ste 200, Brookfield, WI
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.
13500 Watertown Plank Rd, Suite 204, Elm Grove, WI
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.
17039 W Greenfield Avenue, New Berlin, WI
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.






















