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Map of Upper East Side, Milwaukee, WI

Investment Advisory Service in Upper East Side Milwaukee, WI

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3. Baum, David

Baum, David

1433 N Water St, Milwaukee, WI 53202

OPEN NOW:8:00 am - 4:30 pm

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…

4. Community Financial

Community Financial

1407 E Brady St, Milwaukee, WI 53202

OPEN NOW:8:00 am - 8:00 pm

9. Franklin Place Capital

Franklin Place Capital

1313 N Franklin Pl, Milwaukee, WI 53202

OPEN NOW:6:00 am - 8:00 pm

11. Riverwater Partners

Riverwater Partners

1433 N Water St, Milwaukee, WI 53202

OPEN NOW:8:00 am - 6:00 pm

14. Edward Jones - Financial Advisor: Michelle Grainger

Edward Jones - Financial Advisor: Michelle Grainger

2323 E Capitol Dr, Milwaukee, WI 53211

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
103 Years
in Business

15. David Baum - Financial Advisor, Ameriprise Financial Services

David Baum - Financial Advisor, Ameriprise Financial Services

1433 N Water St Ste 400, Milwaukee, WI 53202

OPEN NOW:8:00 am - 4:30 pm

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…

16. North Shore Bank

North Shore Bank

4414 N Oakland Ave, Milwaukee, WI 53211

OPEN NOW:9:00 am - 5:00 pm
YP
102 Years
in Business

18. Thrivent

Thrivent

Suite W 5600 Brown Deer Rd, Milwaukee, WI 53223

OPEN NOW:9:00 am - 5:00 pm

20. Cleary Gull

Cleary Gull

100 E Wisconsin Ave Ste 2400, Milwaukee, WI 53202

YP
38 Years
in Business

21. Heartland Advisors

Heartland Advisors

789 N Water St Ste 500, Milwaukee, WI 53202

OPEN NOW:8:00 am - 5:00 pm

From Business: Established in 1983, Heartland Advisors Inc. is an independently owned Milwaukee-based firm renowned as America's Value Investor. The firm manages approximately $3.5 billion…

YP
72 Years
in Business

22. Nicholas Company

Nicholas Company

615 E Michigan St 3rd Fl, Milwaukee, WI 53202

OPEN NOW:8:00 am - 4:30 pm

From Business: During the last 50 years, Nicholas Company has helped more than 250,000 investors, institutions and individuals in pursuing their investment goals. Nicholas Company is an…

YP
58 Years
in Business

23. Campbell, Newman Asset Management, Inc.

Campbell, Newman Asset Management, Inc.

330 E Kilbourn Ave Ste 1125, Milwaukee, WI 53202

OPEN NOW:8:00 am - 5:00 pm
YP
53 Years
in Business

24. Fiduciary Management Inc

Fiduciary Management Inc

100 E Wisconsin Ave Ste 2200, Milwaukee, WI 53202

OPEN NOW:10:00 am - 4:30 pm
YP
45 Years
in Business

26. Landaas & Company

Landaas & Company

411 E Wisconsin Ave, Milwaukee, WI 53202

OPEN NOW:8:30 am - 5:00 pm

From Business: Landaas and Company is an independent money management firm focused primarily on the needs and objectives of individual investors. Landaas and Company offers objective,…

YP
41 Years
in Business

27. Investment Concepts, Inc.

Investment Concepts, Inc.

231 E Buffalo St Ste 4, Milwaukee, WI 53202

OPEN NOW:9:00 am - 5:00 pm

"Very patient, smart, and ETHICAL"

YP
29 Years
in Business

28. Northwestern Mutual Life Insurance

Northwestern Mutual Life Insurance

720 E Wisconsin Ave, Milwaukee, WI 53202

OPEN NOW:9:00 am - 5:00 pm

From Business: Northwestern Mutual Investment Services, also known as NMIS, provides a range of investment products, services and solutions. It serves the investment planning and product…

YP
24 Years
in Business

29. Robert W. Baird & Co. Incorporated

Robert W. Baird & Co. Incorporated

777 E Wisconsin Ave, Milwaukee, WI 53202

OPEN NOW:9:00 am - 5:00 pm

From Business: Baird Holding Company is an independents and employee-owned, private equity firm with offices and operating affiliates in the United States, Europe and Asia. It acts as a…

YP
106 Years
in Business

30. Oarsman Capital, Inc.

Oarsman Capital, Inc.

759 N Milwaukee St Ste 605, Milwaukee, WI 53202

OPEN NOW:8:00 am - 5:00 pm

From Business: Oarsman Capital Our Fiduciary Duty As Registered Investment Advisors, we have a fiduciary duty to always put your interests first. Whether youâ??re just starting on your path…

YP
25 Years
in Business