Wisconsin > Milwaukee Yellow Pages > Finance > Investment Services & Advisors

Milwaukee Investment Services & Advisors

Local Businesses: 246 [Showing 101-200 of 246]

General Capital Management

6850 North Santa Monica Boulevard
Milwaukee, WI 53217-3965
(414) 351-1621
Categories: Investment Services & Advisors

Geneva Capital Management

250 East Wisconsin Avenue Suite 1050
Milwaukee, WI 53202-4256
(414) 224-6002 +view more
William Priebe (Owner)
Categories: Investment Services & Advisors

Greenfield Asset Protection Planning & Pec

4811 South 76th Street
Milwaukee, WI 53220-4364
(414) 817-9344
Categories: Financial Planning Consultants

Heartland Advisors Inc

789 North Water Street Suite 500
Milwaukee, WI 53202-3531
(414) 347-7777
Kevin Joy
Categories: Investments & Mutual Funds

Heller Barbara M Stock Brkr

777 East Wisconsin Avenue
Milwaukee, WI 53202-5300
(414) 765-3513
Barbara Heller (Stock Brkr)
Categories: Security Brokers & Dealers

Hexagon Investments

115 South 84th Street Suite 221
Milwaukee, WI 53214-1474
(414) 456-0600 +view more
Mike Hipp (Vp)
Categories: Venture Capital Firms

Highland Investment Advisors

3112 West Highland Boulevard
Milwaukee, WI 53208-3250
(414) 755-2309
Categories: Investment Services & Advisors

Honey Creek Wealth Management

1233 North Mayfair Road Suite 215
Milwaukee, WI 53226-3255
(414) 258-9800
Jeffrey Marciniak (Manager)
Categories: Financial Management & Consulting

Honeycreek Investments

101 North 73rd Street
Milwaukee, WI 53213-3618
(414) 443-0705
Categories: Investment Services & Advisors

Howard Investment Group Howard Investment Group

130 West Concordia Avenue
Milwaukee, WI 53212-2013
(414) 339-6975
Categories: Investment Services & Advisors

Hutchinson Shockey Erley & Co

1110 North Old World 3rd Street Suite 630
Milwaukee, WI 53203-1117
(414) 298-9898 +view more
Categories: Security Brokers & Dealers

I N V No I Pla I

5236 North 34th Street
Milwaukee, WI 53209-4702
(414) 535-7178
Categories: Investment Services & Advisors

Innovative Frameworks Llc

7734 Harwood Avenue
Milwaukee, WI 53213-2631
(414) 771-6603 +view more
Peter Haise (Owner)
Categories: Security Brokers & Dealers

Innovative Investment Advisory

12300 West Center Street
Milwaukee, WI 53222-4075
(414) 258-2070 +view more
Categories: Investment Services & Advisors, Legal Professionals

Intrinsic Investors

1200 North Mayfair Road Suite 330
Milwaukee, WI 53226-3288
(414) 831-5700
Dawn Williams (Owner)
Categories: Investment Services & Advisors

Israel Bonds

8989 North Port Washington Road
Milwaukee, WI 53217-1671
(414) 351-1777
Categories: Security Brokers & Dealers

J E D Investment Corporation

3506 West National Avenue
Milwaukee, WI 53215-1025
(414) 645-3256
Categories: Security Brokers & Dealers

J.P. Morgan Private Bank

111 East Wisconsin Avenue Floor Ll
Milwaukee, WI 53202-4812
(414) 977-2000
Categories: Banks, Financial Services, Asset Management, Financial Advisory Services

Janco Investment Counsel

735 North Water Street Suite 1134
Milwaukee, WI 53202-4105
(414) 273-8373
Categories: Investment Services & Advisors

Jefferson-Pilot Financial

330 East Kilbourn Avenue
Milwaukee, WI 53202-3170
(414) 225-8920
Categories: Insurance Carriers, Financial Planning Consultants

John Coloso Investments

909 North Mayfair Road
Milwaukee, WI 53226-3429
(414) 431-0488
John Coloso (Owner)
Services: The Right Way To Retire, Advice, Counseling, Inheritance Planning
Categories: Estate And Property Attorneys & Lawyers, Financial Planning Consultants, Security Brokers & Dealers, Estate And Property Lawyers & Attorneys

Kademian Financial Group Inc

111 East Kilbourn Avenue Suite 1850
Milwaukee, WI 53202-6662
(414) 289-9925
Jeri Albrecht (President)
Categories: Investment Services & Advisors

Kaleka Investments Llc

1218 West Layton Avenue
Milwaukee, WI 53221-2433
(414) 282-2107
Categories: Security Brokers & Dealers

Keating & Associates

6400 North Elm Tree Road
Milwaukee, WI 53217-4126
(414) 540-9795
Categories: Financial Planning Consultants

Kilbourn Capital Management Llc

400 East Wisconsin Avenue
Milwaukee, WI 53202-4469
(414) 615-4660
Categories: Investment Services & Advisors

Kitzinger Lautmann Capital Management Inc

330 East Kilbourn Avenue
Milwaukee, WI 53202-3170
(414) 765-1234
Peter Lautmann (Owner)
Categories: Investment Services & Advisors

Kivley Investments Llc

1200 East Capitol Drive Suite 300
Milwaukee, WI 53211-1867
(414) 964-0517
Categories: Security Brokers & Dealers

Klysen Robert Cfp

1517 North 58th Street
Milwaukee, WI 53208-2137
(414) 476-2050
Robert Klysen (Owner)
Categories: Financial Planning Consultants

Lakeview Equity Partners Llc

757 North Broadway Suite 400
Milwaukee, WI 53202-3612
(414) 732-2040 +view more
Kent Velde (President)
Categories: Investment Services & Advisors

Landaas & Company

411 East Wisconsin Avenue Suite 2000
Milwaukee, WI 53202-4426
(414) 223-1099 +view more
Jeff Cady
Services: Financial Planning Consultants & Services
Categories: Investment Services & Advisors, Financial Planning Consultants

Landmark Asset

2200 North 31st Street
Milwaukee, WI 53208-1463
(414) 444-4525
Categories: Security Brokers & Dealers

Legacy Capital Partners Inc

1200 North Mayfair Road Suite 360
Milwaukee, WI 53226-3282
(414) 271-1664
Thomas Wickman (President)
Categories: Investment Services & Advisors

Legacy Wealth Management

4600 West Schroeder Drive Suite 2
Milwaukee, WI 53223-1469
(414) 586-0904
Services: Personal Services, Trust Management, Trust Services, Wealth Planning, Wealth…
Categories: Financial Planning Consultants

Ls Investment Advisors Llc

111 East Kilbourn Avenue Suite 2700
Milwaukee, WI 53202-6646
(414) 291-3080
Categories: Investment Services & Advisors

M Hfs

9000 West Wisconsin Avenue
Milwaukee, WI 53226-4874
(414) 266-6500
Categories: Investment Services & Advisors

Marietta Investment Partners Llc

100 East Wisconsin Avenue Suite 2650
Milwaukee, WI 53202-4128
(414) 289-9080
Categories: Security Brokers & Dealers

Marshall Funds Investor Services

1000 North Water Street
Milwaukee, WI 53202-6648
(414) 287-8555 +view more
Categories: Investment Services & Advisors

Maureen Mccabe Llc

6025 North Green Bay Avenue
Milwaukee, WI 53209-3811
(414) 351-5200 +view more
Maureen Mccabe (Manager)
Categories: Financial Planning Consultants

Mccarthy Grittinger Financial Group Llc

125 South 84th Street
Milwaukee, WI 53214-1469
(414) 475-1369
Scott Grittinger (Manager)
Categories: Financial Planning Consultants

Mcclone Agency Inc

1011 North Mayfair Road Suite 202
Milwaukee, WI 53226-3431
(414) 454-0200
Ryan Mcclone (Manager)
Categories: Financial Planning Consultants

Mccoy Law Group Sc

222 East Erie Street
Milwaukee, WI 53202-6036
(414) 292-1900
Categories: Attorneys & Lawyers, Financial Planning Consultants, Lawyers & Attorneys

Merrill Lynch

111 East Kilbourn Avenue Suite 2100
Milwaukee, WI 53202-6646
(414) 224-9800
Products: Investments Financial Advisors Investment Bank Mutual Fund 401K Financial Planning…
Services: Investments Financial Advisors Investment Bank Mutual Fund 401K Financial Planning…
Categories: Investment Bankers, Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Metlife

9000 West Chester Street Suite 100
Milwaukee, WI 53214-1372
(414) 615-4850 +view more
Howard P (President)
Products: Individual Policies, Senior Plans, Short-Term Policies, Personal Policies
Services: Auto Insurance, Boat Insurance, Commercial Services, Disability Insurance,…
Categories: Insurance Carriers, Financial Planning Consultants

Micale Accounting & Tax Ltd

12201 West Burleigh Street
Milwaukee, WI 53222-3104
(414) 431-1570
Sam Micale (Owner)
Categories: Financial Planning Consultants

Milwaukee Area Workforce Investment Board

2342 North 27th Street
Milwaukee, WI 53210-3100
(414) 270-1700
Don Sykes (Ceo)
Categories: Financial Planning Consultants

Milwaukee Capital Inc

731 North Jackson Street Suite 804
Milwaukee, WI 53202-4697
(414) 270-1000
Stephanie Mariano (Manager)
Categories: Investment Services & Advisors

Modern Woodman Of America

10201 West Lincoln Avenue
Milwaukee, WI 53227-2136
(414) 238-2012
Products: Annuities, Individual Policies, Personal Policies
Services: College Funding, Consultations, Financial Services, Investment Planning, Retirement…
Categories: Insurance Carriers, Financial Planning Consultants

Moneywise Planning Group Llc

68 South 68 Street Suite 102
Milwaukee, WI 53219
(414) 329-0030
Categories: Financial Planning Consultants

Morgan Dempsey Capital

Milwaukee, WI 53202
(414) 319-1087
Categories: Investment Services & Advisors

Morgan Stanley

411 East Wisconsin Avenue Suite 2200
Milwaukee, WI 53202-4466
(414) 226-3000
Categories: Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Msb Investments Llc

9027 North Maura Lane
Milwaukee, WI 53223-2238
(608) 807-1665
Categories: Security Brokers & Dealers

N G Wealth Management

10700 West Research Drive
Milwaukee, WI 53226-3457
(414) 257-4248
Categories: Investment Services & Advisors

National Investment Services Inc

777 East Wisconsin Avenue Suite 2350
Milwaukee, WI 53202-5310
(414) 765-1980 +view more
Scott Vanlith (Controller Cpa)
Products: International Securities, Mortgage Investments, Global Investments
Services: Investment Banking, Investment Planning, Portfolio Planning
Categories: Investment Services & Advisors

National Planning Corporation

1845 North Farwell Avenue Suite 107
Milwaukee, WI 53202-1715
(414) 273-1880
Categories: Financial Planning Consultants

Nettworth Financial Group

1233 North Mayfair Road Suite 308
Milwaukee, WI 53226-3255
(414) 278-8880
Anthony Szymborski (Agent)
Categories: Financial Planning Consultants

Next Level Planning & Wealth Management

9000 West Chester Street
Milwaukee, WI 53214-1372
(414) 615-4950
Paul Tourville (Manager)
Products: Government Securities, Rollover Plans, Treasuries
Services: Accounting, Charitable Giving, Educational Planning, Estate Planning, Fee-Based…
Categories: Financial Management & Consulting

Nicholas Company

700 North Water Street Suite 1010
Milwaukee, WI 53202-4276
(414) 272-4650
Categories: Investment Services & Advisors

Nicholas Funds

700 North Water Street Suite 1010
Milwaukee, WI 53202-4206
(800) 544-6547
Categories: Investments & Mutual Funds

Nile Investments

5186 North 76th Street
Milwaukee, WI 53218-3809
(414) 455-8321
Categories: Security Brokers & Dealers

Northern Oak Capital

555 East Wells Street Suite 1625
Milwaukee, WI 53202-3825
(414) 278-0590
Mark Zellmer (President)
Categories: Security Brokers & Dealers

Northland Securities

2675 North Mayfair Road Suite 550
Milwaukee, WI 53226-1317
(414) 727-2229
James Carlson (Owner)
Categories: Security Brokers & Dealers

Northwest Chapel

4034 West Good Hope Road
Milwaukee, WI 53209-2246
(414) 540-9660
Categories: Security Brokers & Dealers

Northwest Chapel

4104 West Good Hope Road
Milwaukee, WI 53209-2248
(414) 540-9630
Categories: Security Brokers & Dealers

P & H Mining Equipment - Absentee Reporting

Milwaukee, WI 53202
(414) 671-4443
Categories: Security Brokers & Dealers, Nonmetallic Mineral Services

P S Parking

THE LEADER IN PROFESSIONAL PARKING MANAGEMENT
100 East Wisconsin Avenue
Milwaukee, WI 53202-4107
(414) 224-6440 +view more
Services: Business Client Services, Driver Services, Meter Collections, Monthly Parking,…
Categories: Investment Services & Advisors

Paul Bouraxis

5030 South 74th Street
Milwaukee, WI 53220-4347
(414) 897-0984
Categories: Investment Services & Advisors

Perry Capital Management Inc

11270 West Park Place Suite 330
Milwaukee, WI 53224-3638
(414) 359-1000 +view more
William Perry (President)
Categories: Investment Services & Advisors

Pokorny James

2903 South Herman Street
Milwaukee, WI 53207-2440
(414) 294-3264
Categories: Financial Planning Consultants

Premier Legacy Wealth Management

11805 West Hampton Avenue
Milwaukee, WI 53225-3612
(414) 763-6619
Categories: Financial Planning Consultants

Pricewaterhousecoopers

100 East Wisconsin Avenue
Milwaukee, WI 53202-4107
(414) 212-1600 +view more
Laura Spitz
Services: Appraisals, Bookkeeping, Compensation, Employee Retirement, General Ledger,…
Categories: Public Accountants, Financial Planning Consultants

Prime Financial Services

909 North Mayfair Road Suite 200
Milwaukee, WI 53226-3429
(414) 771-7220
Michael White (Owner)
Categories: Financial Services, Financial Planning Consultants

Primerica

4465 North Oakland Avenue
Milwaukee, WI 53211-1662
(414) 831-1320
Services: Financial Services, Insurance, Investments, Long Term Planning, Retirement…
Categories: Financial Services, Financial Planning Consultants

Principal Financial Group

10200 West Innovation Drive Suite 800
Milwaukee, WI 53226-4827
(414) 258-6220 +view more
Brian Obrien (Manager)
Products: Automobile Loans, Bonds, Business Continuation Plans, Checking Accounts, Credit…
Services: Account Inquiries, Annuities, Asset Management, Auto Insurance, Banking Services,…
Categories: Insurance Carriers, Financial Planning Consultants

Professional Account Management Llc

633 West Wisconsin Avenue Suite 1600
Milwaukee, WI 53203-1920
(414) 931-6662 +view more
Services: Houses / Homes, Money Management
Categories: Financial Planning Consultants

Public Financial Management

115 South 84th Street Suite 100
Milwaukee, WI 53214-1473
(414) 771-2700
David Anderson (Manager)
Categories: Financial Planning Consultants

Purnell Wealth Management

1300 North Prospect Avenue
Milwaukee, WI 53202-3022
(414) 271-0444
Mark Purnell (Manager)
Categories: Financial Planning Consultants

Quaestus & Company

400 East Wisconsin Avenue
Milwaukee, WI 53202-4469
(414) 615-4660
Categories: Security Brokers & Dealers

Quality Financial Management

4680 West Bradley Road
Milwaukee, WI 53223-3764
(414) 355-8299
Michael Reinerio (President)
Categories: Financial Management & Consulting

Radtke David F Ofc

1000 North Water Street Suite 1500
Milwaukee, WI 53202-6649
(414) 347-7013
David Radtke
Categories: Investment Services & Advisors

Ramco-Gershenson

6788 West Greenfield Avenue
Milwaukee, WI 53214
(414) 443-1634
Categories: Real Estate Investment Trusts

Ramco-Gershenson

6740 West Greenfield Avenue
Milwaukee, WI 53214-4900
(414) 476-8203 +view more
Categories: Real Estate Investment Trusts, Real Estate Management

Raymond James

INDIVIDUAL SOLUTIONS FROM INDEPENDENT ADVISORS.
759 North Milwaukee Street Suite 612
Milwaukee, WI 53202-3797
(414) 935-4190
Products: 403 B, Bonds, Cds, Closed End Mutual Funds, Defined Benefit, Defined Contribution,…
Services: Asset Allocation, Asset Management, Banking, Beneficiaries, Bonds, Bookkeeping…
Categories: Financial Services, Security Brokers & Dealers

Rbc Dain Rauscher

1000 North Water Street Suite 1400
Milwaukee, WI 53202-6649
(414) 347-7000
Products: Bonds, Stocks, Equities, Fixed Income Securities
Services: Brokerage Services
Categories: Financial Planning Consultants, Security Brokers & Dealers

Regal Bay Investment

250 East Wisconsin Avenue Suite 1500
Milwaukee, WI 53202-4242
(414) 225-3555 +view more
Ross Langill (Ceo)
Categories: Investment Services & Advisors

Reid Financial Consultant & Insurance Agency

6400 West Capitol Drive Suite 101
Milwaukee, WI 53216-2156
(414) 527-6790
Services: Auto, Rv, Boat, Commercial Auto & Truck
Categories: Insurance Carriers, Financial Planning Consultants

Richman Financial Services

10125 West North Avenue
Milwaukee, WI 53226-2426
(414) 256-8000
Categories: Financial Planning Consultants

Richter Arthur H Investmnts

1000 North Water Street
Milwaukee, WI 53202-6648
(414) 347-7270
Arthur Richter
Categories: Investment Services & Advisors

Robert W Baird & Co - Corporate Office

777 East Wisconsin Avenue Floor 29
Milwaukee, WI 53202-5391
(414) 765-3500
Matthew Curley (Manager)
Categories: Financial Services, Security Brokers & Dealers

Roell Capital Management Llc

330 East Kilbourn Avenue
Milwaukee, WI 53202-3170
(414) 273-7300
Brian Roell (Owner)
Categories: Financial Planning Consultants

Royal Estate Investment Management Llc

2873 North 54th Street
Milwaukee, WI 53210-1630
(888) 372-4745
Categories: Investment Services & Advisors

Rush Barrie J Investmnts

1000 North Water Street
Milwaukee, WI 53202-6648
(414) 347-7631
Barrie Rush
Categories: Investment Services & Advisors

Ryan Richard M Stock Brkr

777 East Wisconsin Avenue Floor 35
Milwaukee, WI 53202-5300
(414) 765-3670
Richard Ryan (Stock Brkr)
Products: Bonds, Stocks, Equities, Fixed Income Securities
Services: Brokerage Services
Categories: Security Brokers & Dealers

Sadoff Investment Management Llc

250 West Coventry Court
Milwaukee, WI 53217-3972
(414) 352-8460 +view more
Ronald Sadoff (Partner)
Categories: Investment Services & Advisors

Sadoff Investments

250 West Coventry Court
Milwaukee, WI 53217-3972
(414) 352-8460
Categories: Investment Services & Advisors

Sampson Investments

6938 North Santa Monica Boulevard
Milwaukee, WI 53217-3942
(414) 351-4500
B Sampson (Owner)
Categories: Financial Planning Consultants, Real Estate

Schield Wm H Jr Stock Brkr

777 East Wisconsin Avenue
Milwaukee, WI 53202-5300
(414) 765-3505
Wm Jr (Stock Brkr)
Products: Bonds, Stocks, Equities, Fixed Income Securities
Services: Brokerage Services
Categories: Security Brokers & Dealers

Schlesinger J A Agency

111 East Kilbourn Avenue Suite 800
Milwaukee, WI 53202-6673
(414) 276-3252
Products: Iras, Life Insurance, Mutual Funds, Individual Retirement Account
Services: Asset Management, Brokerage Services, Business Services, Consultations, Educational…
Categories: Investment Services & Advisors

Scottrade

MORE BROKER FOR YOUR MONEY.
250 East Wisconsin Avenue Suite L143
Milwaukee, WI 53202-4225
(414) 278-0200
Products: , Certificate Of Deposit, Compact Discs, Equities, Fixed Income Securities,…
Services: Bonds, Brokerage Services, Fee-Based Services, Iras, Mutual Funds, Online Services,…
Categories: Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Sea Financial Services Inc

3741 West National Avenue
Milwaukee, WI 53215-1050
(414) 645-0855 +view more
Services: Contracts, Copying & Faxing, Financial Services, Insurance
Categories: Financial Planning Consultants

Seaman John T Jr Stock Brkr

777 East Wisconsin Avenue
Milwaukee, WI 53202-5300
(414) 765-3518
John Jr (Stock Brkr)
Products: Bonds, Stocks, Equities, Fixed Income Securities
Services: Brokerage Services
Categories: Security Brokers & Dealers
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