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State DirectoryInvestment Management in Lannon, WI
2. Francis Investment Counsel
19435 W Capitol Dr, Brookfield, WI 53045
3. Romagna Wealth Management of Innovative Retirement Associates
N88 W16447 Main St Suite 400, Menomonee Falls, WI 53051
8. Godsell & Hughes Financial, Inc.
N56 Silver Spring Rd, Menomonee Falls, WI 53051
From Business: When it comes to financial advice, we view all of our clients as equally important. We can’t accept every client, but once we do, our dedication to a client will not be…
9. Edward Jones - Financial Advisor: Scott Freeze
N94W17900 Appleton Ave Ste 102, Menomonee Falls, WI 53051
From Business: Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an…
10. Shannon Lutze - Private Wealth Advisor, Ameriprise Financial Services
18200 W Capitol Dr Ste 203, Brookfield, WI 53045
From Business: 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…
11. James Drummy - COUNTRY Financial Representative
N87 Appleton Ave, Menomonee Falls, WI 53051
From Business: What does your future look like? Maybe it includes building your dream home, buying a new car, renovating your kitchen or going back to school. Maybe you want to send your kids…
13. Old National Bank
18200 W Capitol Dr Ste 100, Brookfield, WI 53045
15. IAG Wealth Partners
N19W24200 Riverwood Dr Ste 150, Waukesha, WI 53188
From Business: IAG Wealth Partners is a comprehensive financial planning firm. Our purpose is to tailor advice to each client's financial goals and lifestyle. Our caring family culture and…
16. Freedom Wealth Alliance
675 N Barker Rd Ste 220, Brookfield, WI 53045
"Once again, Thank you to Kurt and his team. Incredible firm and wonderful people!"
17. Oakwood Wealth Management
13400 Bishops Ln Ste 70, Brookfield, WI 53005
From Business: Here at Oakwood, our mission is simple: To pursue better for you and to understand your needs, wants, and wishes. My Aim is to help you begin to identify the personal finance…
18. High Point Capital Group
1200 N Mayfair Rd Ste 300, Milwaukee, WI 53226
From Business: Everything we do at High Point Capital Group is done with our client's financial well-being in mind. Our team of financial professionals are working for our clients during this…
19. Storm Fischer Investment Group
16655 W Wisconsin Ave, Brookfield, WI 53005
20. Third Coast Advisors
1166 Quail Ct Ste 100, Pewaukee, WI 53072
From Business: Third Coast Advisors, a Guardian agency, is part of a Fortune 250 global financial services company that is committed to providing individuals and businesses with the financial…
21. Johnson Financial Group
14000 W North Ave, Brookfield, WI 53005
From Business: Johnson Financial Group opened its doors to the city of Brookfield in 2008. We’re located on North Avenue near the neighborhoods of Brookfield Green Acres and North Ridge, a…
22. Ellenbecker Investment Group
N35W23877 Highfield Ct Ste 200, Pewaukee, WI 53072
24. Investment Designers Inc
13160 W Burleigh Rd, Brookfield, WI 53005
25. Disciplined Investor Group Inc
19575 Janacek Ct Ste 104, Brookfield, WI 53045
26. Dana Investment Advisors Inc
15800 W Bluemound Rd Ste 250, Brookfield, WI 53005
27. Drake & Associates
2212 E Moreland Blvd Ste 200, Waukesha, WI 53186
28. Liberty Financial Group, Inc.
13150 Watertown Plank Rd Ste 203, Elm Grove, WI 53122
29. Review Services
13255 W Bluemound Rd Ste 205, Brookfield, WI 53005
"Tim Konicke and Patricia Kiefer are excellent Financial Advisors. They are honest and upfront about helping you achieve your financial goals. I would highly reccomend them!"
30. Financial Strategies Inc
13555 Bishops Ct Ste 340, Brookfield, WI 53005