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🤫 Directory · consent-first

Near 53214. Milwaukee.

24 financial advisors & firms and 10 insurance agents verified near Milwaukee, WI — every one cited to the regulator, claimable and removable by the person named.

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Financial

Advisors & firms near 53214

the Milwealth Group, LLC0 mi

RIA firm · Milwaukee, WI 53214 · Registered investment adviser · $497M AUM

CRD 108931 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Alliance Wealth Management Milwaukee, INC.0 mi

RIA firm · Milwaukee, WI 53214 · Registered investment adviser

CRD 143387 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Hilltop Financial Advisors0 mi

RIA firm · Milwaukee, WI 53214 · Registered investment adviser · $25M AUM

CRD 274030 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Fulton Investment Advisers, INC.2 mi

RIA firm · Wauwatosa, WI 53213 · Registered investment adviser · $15M AUM

CRD 110989 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Affiliated Financial Advisors INC2.6 mi

RIA firm · Milwaukee, WI 53226 · Registered investment adviser · $541M AUM

CRD 108154 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Intrinsic Investors LLC2.6 mi

RIA firm · Wauwatosa, WI 53226 · Registered investment adviser · $129M AUM

CRD 111968 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Skylands Capital, LLC2.6 mi

RIA firm · Milwaukee, WI 53226 · Registered investment adviser · $747M AUM

CRD 131183 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Broadview Financial Management, LLC2.6 mi

RIA firm · Wauwatosa, WI 53226 · Registered investment adviser · $699M AUM

CRD 143550 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Summit Investment Management, LTD.4 mi

RIA firm · Greenfield, WI 53220 · Registered investment adviser · $87M AUM

CRD 110188 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Liberty Financial Group, INC.4.2 mi

RIA firm · Elm Grove, WI 53122 · Registered investment adviser · $194M AUM

CRD 111272 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Gtg Wealth Management, LLC4.2 mi

RIA firm · Elm Grove, WI 53122 · Registered investment adviser

CRD 126273 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Windermere Wealth Advisors, LLC4.2 mi

RIA firm · Elm Grove, WI 53122 · Registered investment adviser · $84M AUM

CRD 153114 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Family Investment Planning, LLC4.2 mi

RIA firm · Elm Grove, WI 53122 · Registered investment adviser · $10M AUM

CRD 156132 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Tidal Investments LLC4.4 mi

RIA firm · Milwaukee, WI 53204 · Registered investment adviser · $45.8B AUM

CRD 164201 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Anew Advisors, LLC4.4 mi

RIA firm · Wauwatosa, WI 53222 · Registered investment adviser · $79M AUM

CRD 316462 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Dream Bigger Financial, LLC4.4 mi

RIA firm · Milwaukee, WI 53204 · Registered investment adviser

CRD 323117 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Arcataur Capital Management LLC5.1 mi

RIA firm · Milwaukee, WI 53203 · Registered investment adviser · $470M AUM

CRD 124663 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Charter Capital Management, INC5.2 mi

RIA firm · Brookfield, WI 53005 · Registered investment adviser · $462M AUM

CRD 35919 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Sterling Capital Management INC5.2 mi

RIA firm · Brookfield, WI 53005 · Registered investment adviser · $297M AUM

CRD 106822 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Review Services INC5.2 mi

RIA firm · Brookfield, WI 53005 · Registered investment adviser · $227M AUM

CRD 110277 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Financial Strategies, INC.5.2 mi

RIA firm · Brookfield, WI 53005 · Registered investment adviser · $150M AUM

CRD 113097 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Kult Wealth Management Group, LLC5.2 mi

RIA firm · Brookfield, WI 53005 · Registered investment adviser · $135M AUM

CRD 126740 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Entasis Asset Management LLC5.2 mi

RIA firm · Brookfield, WI 53005 · Registered investment adviser · $198M AUM

CRD 282711 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Envision Financial LLC5.2 mi

RIA firm · Brookfield, WI 53005 · Registered investment adviser · $353M AUM

CRD 314365 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Insurance

Insurance agents near 53214

Alex Ferreira3.8 mi

Insurance · Allstate · Milwaukee, WI 53215 · Home, auto, life in Milwaukee

This is you? Claim itclaimable & removable by its owner
Dave Kelley4 mi

Insurance · Allstate · Milwaukee, WI 53220 · Home, auto, life in Milwaukee

This is you? Claim itclaimable & removable by its owner
Andrew J. McCabe5.5 mi

Insurance · Allstate · Milwaukee, WI · Home, auto, life in Milwaukee

This is you? Claim itclaimable & removable by its owner
Cyndy Johnson5.5 mi

Insurance · Allstate · Milwaukee, WI · Home, auto, life in Milwaukee

This is you? Claim itclaimable & removable by its owner
Bob Vitt6.4 mi

Insurance · State Farm · Milwaukee, WI 53202 · Home, auto, life in Milwaukee

This is you? Claim itclaimable & removable by its owner
Roger Channing6.6 mi

Insurance · Farmers · Milwaukee, WI 53207 · Home, auto, life in Milwaukee

This is you? Claim itclaimable & removable by its owner
Nate Ladsten10.8 mi

Insurance · State Farm · Milwaukee, WI 53217 · Home, auto, life in Milwaukee

This is you? Claim itclaimable & removable by its owner
Andrew Stark13.8 mi

Insurance · State Farm · Mequon, WI 53092 · Home, auto, life in Mequon

This is you? Claim itclaimable & removable by its owner
Joe Woelfle13.8 mi

Insurance · State Farm · Mequon, WI 53092 · Home, auto, life in Mequon

This is you? Claim itclaimable & removable by its owner
Allison Hejdak13.8 mi

Insurance · Allstate · Mequon, WI 53092 · Home, auto, life in Mequon

This is you? Claim itclaimable & removable by its owner
Explore

Nearby areas

Verified advisors and insurance agents in the places closest to Milwaukee, WI.

  • Milwaukee, WI3 mi
  • Elm Grove, WI4 mi
  • Brookfield, WI5 mi
  • Milwaukee, WI6 mi
  • Brookfield, WI8 mi
  • Waukesha, WI10 mi
  • Pewaukee, WI13 mi
  • Mequon, WI14 mi
  • Waukesha, WI14 mi
  • Hartland, WI19 mi

A consent-first directory, growing market by market. Firm-level investment-adviser facts come from the SEC's public-domain Form ADV data, attributed and dated; every other profession is listed only by the professional's own consented claim, verified against the authoritative regulator at claim time. We never bulk-copy or republish restricted records (NIPR, FINRA BrokerCheck, CFP Board, NASBA, or state bars), and we honor removal on request. This is a directory, not advice, endorsement, or a guarantee of any professional's current standing — always confirm licensure directly with the regulator.

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