| The Breakwater Wealth Management Group - Morgan Stanley |
411 E Wisconsin Ave Suite 2200, Milwaukee, WI 53202 |
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41422xxxx7 |
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| Wintrust Wealth Management |
140 S 1st St, Milwaukee, WI 53204 |
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26236xxxx0 |
acr***********@w*************.com |
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| Kult Wealth Management Group |
17100 W North Ave, Brookfield, WI 53005 |
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26278xxxx4 |
pet*******@k*********.com |
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| RBC Wealth Management Branch - Milwaukee |
1000 N Water St Ste 1500, Milwaukee, WI 53202 |
|
41434xxxx0 |
wms**********@r**.com |
3 |
2 |
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10955 |
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12237 |
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| Kaj Edstrom - RBC Wealth Management Financial Advisor |
1000 N Water St Suite 1500, Milwaukee, WI 53202 |
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41434xxxx4 |
jon**********@r**.com |
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14811 |
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16000 |
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| Merrill Lynch Wealth Management |
833 E Michigan St, Milwaukee, WI 53202 |
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41422xxxx0 |
bro*********@m*.com |
5 |
1 |
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6161 |
82 |
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| Rodger Premeau, ChFC |
111 E Kilbourn Ave UNIT 800, Milwaukee, WI 53202 |
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41422xxxx6 |
atr*********@e********.com |
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| Wintrust Wealth Management |
1442 W Wisconsin Ave, Milwaukee, WI 53233 |
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aat******@w*************.com |
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| Tina Wisialowski - Morgan Stanley |
411 E Wisconsin Ave Suite 2200, Milwaukee, WI 53202 |
|
41422xxxx6 |
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| U.S. Bank - Private Wealth Advisor: Evan Teska |
777 E Wisconsin Ave, Milwaukee, WI 53202 |
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41451xxxx5 |
aar************@u*****.com |
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345417 |
5415 |
348000 |
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| David M. Morris - RBC Wealth Management Financial Advisor |
1000 N Water St Suite 1500, Milwaukee, WI 53202 |
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41434xxxx0 |
rbc*********@r**.com |
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| U.S. Bancorp Investments - Financial Advisors: Milwaukee |
7325 W Oklahoma Ave, Milwaukee, WI 53219 |
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41432xxxx0 |
bra********@u*****.com |
3.5 |
2 |
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345418 |
5415 |
348000 |
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| Campbell Newman Asset Management, Inc. |
330 E Kilbourn Ave #1125, Milwaukee, WI 53202 |
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41490xxxx0 |
car****@c*************.com |
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| Merrill Lynch Financial Advisor Andrew J Gusho |
833 E Michigan St Suite 700, Milwaukee, WI 53202 |
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41427xxxx9 |
a_g****@m*.com |
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| Wealth Management Associate - U.S. Bancorp Investments: Susan Olson |
777 E Wisconsin Ave, Milwaukee, WI 53202 |
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41451xxxx4 |
aar************@u*****.com |
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345418 |
5415 |
348000 |
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| Harmony Wealth |
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60857xxxx9 |
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5 |
4 |
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| Jan Dyke - Morgan Stanley |
411 E Wisconsin Ave Suite 2200, Milwaukee, WI 53202 |
|
41422xxxx7 |
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| Jim Wozniak - RBC Wealth Management Financial Advisor |
1000 N Water St Suite 1500, Milwaukee, WI 53202 |
|
41434xxxx2 |
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| Northwestern Mutual - The Grogan Group |
11270 W Park Pl #100, Milwaukee, WI 53224 |
|
41435xxxx5 |
nor**********************************@n*.com |
4.6 |
10 |
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| Spaeth Barrett Group - Northwestern Mutual |
330 E Kilbourn Ave # 950, Milwaukee, WI 53202 |
|
86665xxxx3 |
and*********@n*.com |
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190 |
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| David Lindberg - Morgan Stanley |
411 E Wisconsin Ave Suite 2200, Milwaukee, WI 53202 |
|
41422xxxx4 |
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| Alpha Investment Consulting Group |
111 E Kilbourn Ave #1600, Milwaukee, WI 53202 |
|
41431xxxx0 |
buk*****@a***************.com |
5 |
2 |
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| Gregory Kostka - RBC Wealth Management Financial Advisor |
1000 N Water St Suite 1500, Milwaukee, WI 53202 |
|
41434xxxx7 |
bla**********@r**.com |
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227 |
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230 |
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| General Wealth Management Corp. |
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41435xxxx4 |
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| David Radtke - RBC Wealth Management Financial Advisor |
1000 N Water St Suite 1500, Milwaukee, WI 53202 |
|
41434xxxx3 |
dav*********@r**.com |
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| Creative Planning |
10000 W Innovation Dr, Milwaukee, WI 53226 |
|
41435xxxx1 |
a.j******@c***************.com |
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6345 |
125 |
7200 |
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| Crescent Grove Advisors |
313 N Plankinton Ave #216, Milwaukee, WI 53203 |
|
41438xxxx0 |
ach*****@c********************.com |
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| David Baum - Financial Advisor, Ameriprise Financial Services, LLC |
1433 N Water St Suite 400, Milwaukee, WI 53202 |
|
41429xxxx2 |
cat************@a***.com |
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| Baird Equity Asset Management |
777 E Wisconsin Ave 25th Floor, Milwaukee, WI 53202 |
|
80079xxxx3 |
aba*****@r******.com |
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8165 |
958 |
8700 |
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| Diversified Management Inc |
330 E Kilbourn Ave #1475, Milwaukee, WI 53202 |
|
41429xxxx0 |
bi@d********************.com |
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| Fiduciary Real Estate Development Inc |
789 N Water St #500, Milwaukee, WI 53202 |
|
41422xxxx5 |
abo*******@f*******.com |
4.2 |
84 |
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546 |
32 |
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| Baird Advisors |
777 E Wisconsin Ave 27th Floor, Milwaukee, WI 53202 |
|
80079xxxx3 |
inf*@r******.com |
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8165 |
958 |
8700 |
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| Alliance Wealth Management |
135 S 84th St # 135, Milwaukee, WI 53214 |
|
84460xxxx0 |
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| The Banas-Yu Wealth Management Group - UBS Financial Services Inc. |
411 E Wisconsin Ave Suite 1700, Milwaukee, WI 53202 |
|
31252xxxx1 |
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| Penny Kailing - RBC Wealth Management Financial Advisor |
1000 N Water St Suite 1500, Milwaukee, WI 53202 |
|
41434xxxx2 |
pen**********@r**.com |
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| Riverwater Partners |
1433 N Water St Ste 303, Milwaukee, WI 53202 |
|
41485xxxx0 |
ape**@r************.com |
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109 |
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118 |
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| PNC Private Bank |
411 E Wisconsin Ave, Milwaukee, WI 53202 |
|
41427xxxx3 |
aar******@p**.com |
1 |
1 |
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351769 |
9141 |
354000 |
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| Warden Wealth Management |
770 N Jefferson St, Milwaukee, WI 53202 |
|
41427xxxx0 |
tom******@w***********.com |
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| Arcataur Capital Management |
BARTELS BUILDING, 826 N Plankinton Ave # 300, Milwaukee, WI 53203 |
|
41422xxxx0 |
jgr********@a*******.com |
5 |
2 |
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| DBHW Wealth Partners |
1125 Milwaukee Ave, South Milwaukee, WI 53172 |
|
41476xxxx0 |
ada**********@d***.cpa |
4.7 |
160 |
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1258 |
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1300 |
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| Arden Trust Company |
330 E Kilbourn Ave Suite 809, Milwaukee, WI 53202 |
|
41462xxxx0 |
amy*****@a*********.com |
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25 |
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26 |
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| Robin Rebarchik - RBC Wealth Management Financial Advisor |
1000 N Water St Suite 1500, Milwaukee, WI 53202 |
|
41434xxxx5 |
wms**********@r**.com |
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14811 |
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16000 |
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| Summit Investment Management, LTD |
5005 W Loomis Rd Suite 200, Milwaukee, WI 53220 |
|
41429xxxx8 |
inf*@s********.com |
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| Wealth Enhancement Group |
8909 N Port Washington Rd Suite 206, Milwaukee, WI 53217 |
|
41435xxxx0 |
aba****@w****************.com |
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| Marietta Investment Partners |
100 E Wisconsin Ave # 2650, Milwaukee, WI 53202 |
|
41428xxxx0 |
abu*@m**********.com |
5 |
1 |
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26 |
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29 |
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| AJH Wealth Management |
13890 Bishop's Dr Ste 405, Brookfield, WI 53005 |
|
41476xxxx7 |
all**********@a********.com |
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| Fiduciary Management, Inc. |
790 N Water St #2100, Milwaukee, WI 53202 |
|
41422xxxx5 |
j-d**@f*****.com |
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| Merrill Lynch Financial Advisor Nathanael Bier |
833 E Michigan St, Milwaukee, WI 53202 |
|
41427xxxx1 |
bri************@b***.com |
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| Northwestern Mutual Investment Services, LLC: G Douglas Hartzheim |
720 E Wisconsin Ave, Milwaukee, WI 53202 |
|
41427xxxx4 |
dou***********@n*.com |
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| Wells Fargo Advisors |
111 E Kilbourn Ave Suite 2400, Milwaukee, WI 53202 |
|
41434xxxx0 |
bre**********@w*****************.com |
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|
188275 |
|
189000 |
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| U.S. Bank - Wealth Management Banker: Tom Almanzo |
777 E Wisconsin Ave, Milwaukee, WI 53202 |
|
41476xxxx7 |
aar************@u*****.com |
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|
345418 |
5415 |
348000 |
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| Patrick Fennelly - Morgan Stanley |
411 E Wisconsin Ave Suite 2200, Milwaukee, WI 53202 |
|
41425xxxx5 |
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| Northwestern Mutual David McIntosh |
720 E Wisconsin Ave, Milwaukee, WI 53202 |
|
41427xxxx4 |
soc***@n*****************.com |
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|
107348 |
16226 |
108000 |
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| Michael Lanigan - Tiaa Wealth Management Advisor |
15800 W Bluemound Rd, Brookfield, Wi 53005 |
|
80084xxxx8 |
acc**********@t***.org |
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| Heck Capital Advisors |
833 E Michigan St #1460, Milwaukee, WI 53202 |
|
41450xxxx0 |
aco***@h**********.com |
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| Bridgewood Advisors |
126 N Jefferson St #330, Milwaukee, WI 53202 |
|
41443xxxx0 |
ak@b*****************.com |
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| National Investment Services |
777 E Wisconsin Ave #2350, Milwaukee, WI 53202 |
|
41476xxxx0 |
agr*******@n***.net |
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| Baird Private Wealth Management |
777 E Wisconsin Ave 20th Floor, Milwaukee, WI 53202 |
|
80079xxxx3 |
aep*****@r******.com |
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8165 |
958 |
8700 |
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| Northwestern Mutual |
330 E Kilbourn Ave, Milwaukee, WI 53202 |
|
41422xxxx0 |
adm*******@c*****.com |
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| Dana Conway - Private Wealth Advisor, Ameriprise Financial Services, LLC |
175 N Patrick Blvd, Ste 100, Brookfield, WI 53045 |
|
26264xxxx0 |
dan**********@a***.com |
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120 |
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118 |
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| Northwestern Mutual Financial: Koppel Steven |
100 E Wisconsin Ave # 2300, Milwaukee, WI 53202 |
|
41461xxxx0 |
soc***@n*****************.com |
4.5 |
2 |
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107349 |
16225 |
108000 |
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| Johnson Financial Group |
535 E Wells St, Milwaukee, WI 53202 |
|
41428xxxx0 |
aa@j********************.com |
4.2 |
5 |
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4.8 |
81 |
3426 |
167 |
3600 |
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| Northwestern Mutual |
100 E Wisconsin Ave # 2300, Milwaukee, WI 53202 |
|
41427xxxx2 |
a.-***********@n*****************.com |
3.3 |
7 |
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105810 |
16152 |
107061 |
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| Affillated Financial Advisors |
2600 N Mayfair Rd # 200, Milwaukee, WI 53226 |
|
41447xxxx9 |
inf*@a***********.com |
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| Merrill Lynch Financial Advisor Robert Patrick Larkin |
833 E Michigan St, Milwaukee, WI 53202 |
|
41427xxxx1 |
bri************@b***.com |
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| Cream City Investment Services |
330 E Kilbourn Ave #1475, Milwaukee, WI 53202 |
|
41429xxxx9 |
inf*@c**************.com |
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| Charles Schwab |
15375 W Bluemound Rd Suite 100, Brookfield, WI 53005 |
|
80043xxxx0 |
app*******************@s*****.com |
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| The Day Wealth Management Group |
10401 W Innovation Dr Suite 125, Wauwatosa, WI 53226 |
|
41461xxxx0 |
cmc********@f*************.com |
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| Andrew Cowan - RBC Wealth Management Financial Advisor |
1000 N Water St Suite 1500, Milwaukee, WI 53202 |
|
41434xxxx9 |
rbc*********@r**.com |
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| 1492 Capital Management LLC |
309 N Water St #210, Milwaukee, WI 53202 |
|
41422xxxx0 |
afr****@1*****.com |
4 |
4 |
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| Simplicity Financial, LLC |
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41420xxxx3 |
jar***********@s*********************.com |
5 |
5 |
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317 |
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322 |
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| Merrill Lynch Financial Advisor David Urban |
833 E Michigan St, Milwaukee, WI 53202 |
|
41427xxxx1 |
bri************@b***.com |
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| Park Place Wealth Management |
11270 W Park Pl #100, Milwaukee, WI 53224 |
|
|
ade********@n*.com |
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127 |
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| Steve Ticcioni - RBC Wealth Management Financial Advisor |
1000 N Water St Suite 1500, Milwaukee, WI 53202 |
|
41434xxxx2 |
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| Distinctive Wealth Management |
1200 N Mayfair Rd, Milwaukee, WI 53226 |
|
41492xxxx1 |
inf*@d************.com |
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| Northwestern Mutual Wealth Management Company |
720 E Wisconsin Ave, Milwaukee, WI 53202 |
|
41427xxxx4 |
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| Oarsman Capital, Inc. |
759 N Milwaukee St Ste 605, Milwaukee, WI 53202 |
|
41422xxxx1 |
ami******@o******.net |
5 |
1 |
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| Annex Wealth Management Headquarters |
200 12700 West Bluemound Rd, Elm Grove, WI 53122 |
|
26278xxxx3 |
aan****@a**********.com |
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| The Lighthouse Group - Morgan Stanley |
411 E Wisconsin Ave Suite 2200, Milwaukee, WI 53202 |
|
41422xxxx0 |
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| Northwestern Mutual |
731 N Jackson St UNIT 650, Milwaukee, WI 53202 |
|
41427xxxx5 |
a.-***********@n*****************.com |
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|
107349 |
16226 |
108000 |
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| Wealth Management Associate - U.S. Bancorp Investments: Vitalia Melman |
777 E Wisconsin Ave, Milwaukee, WI 53202 |
|
41451xxxx9 |
aar************@u*****.com |
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345421 |
5414 |
348000 |
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| Integrity Wealth Management |
20975 Swenson Dr, Waukesha, WI 53186 |
|
26275xxxx7 |
bcr****@i**********.com |
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| Jeffrey A. Jaeger - RBC Wealth Management Financial Advisor |
1000 N Water St Suite 1500, Milwaukee, WI 53202 |
|
41434xxxx2 |
wms**********@r**.com |
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14811 |
|
16000 |
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| Northwestern Mutual Ned Pride |
720 E Wisconsin Ave, Milwaukee, WI 53202 |
|
41427xxxx4 |
soc***@n*****************.com |
|
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|
107348 |
16227 |
108000 |
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| Wealthspire Advisors |
330 E Kilbourn Ave Suite 1219, Milwaukee, WI 53202 |
|
88830xxxx7 |
abb******@w**********.com |
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100 |
|
122 |
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| KLCM Advisors, Inc. |
330 E Kilbourn Ave #1180, Milwaukee, WI 53202 |
|
41476xxxx4 |
cjf***@k******.com |
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| Crabel Capital Management LLC |
312 E Buffalo St Ste 20, Milwaukee, WI 53202 |
|
41422xxxx0 |
a@c*****.com |
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| Sorin Iancu - RBC Wealth Management Financial Advisor |
1000 N Water St Suite 1500, Milwaukee, WI 53202 |
|
41434xxxx6 |
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| Endowment Wealth Management Inc |
11414 W Park Pl Suite 202, Milwaukee, WI 53224 |
|
41471xxxx3 |
abi****@e**********.com |
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| Strategic Wealth Partners |
11270 W Park Pl Suite 900, Milwaukee, WI 53224 |
|
41435xxxx0 |
abe****@s**********.com |
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| Private Wealth Management | U.S. Bank |
205 N Moorland Rd, Brookfield, Wi 53005 |
|
26282xxxx7 |
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| Wintrust Wealth Management |
1102 W Wells St, Milwaukee, WI 53233 |
|
41483xxxx3 |
aat******@w*************.com |
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| Merrill Lynch Financial Advisor Patrick Wielgosh |
833 E Michigan St, Milwaukee, WI 53202 |
|
41427xxxx2 |
bri************@b***.com |
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| Kyle Leipold - RBC Wealth Management Financial Advisor |
1000 N Water St Suite 1500, Milwaukee, WI 53202 |
|
41434xxxx6 |
wms**********@r**.com |
|
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14811 |
|
16000 |
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| Boyle & Associates Wealth Advisors - Northwestern Mutual |
11270 W Park Pl #100, Milwaukee, WI 53224 |
|
41435xxxx9 |
adm*******@c*****.com |
|
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|
107348 |
16226 |
108000 |
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| The Riverwood Wealth Management Group - Morgan Stanley |
20975 Swenson Dr Ste 300, Waukesha, WI 53186 |
|
26252xxxx0 |
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| MKE Group - Morgan Stanley |
411 E Wisconsin Ave Suite 2200, Milwaukee, WI 53202 |
|
41422xxxx1 |
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| Northwestern Mutual Investment Services, LLC |
633 E Mason St, Milwaukee, WI 53202 |
|
41427xxxx4 |
a.-***********@n*****************.com |
5 |
2 |
|
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|
107349 |
16226 |
108000 |
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|
| The DDK Group at Baird |
777 E Wisconsin Ave, Milwaukee, WI 53202 |
|
41429xxxx4 |
the***************@r******.com |
5 |
1 |
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| Shakespeare Wealth Management, LLC |
N22 W27847, Edgewater Dr Suite 101, Pewaukee, WI 53072 |
|
26281xxxx0 |
and***@s************.com |
5 |
2 |
|
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|
121 |
|
136 |
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| John Witczak - Sangwin Investments |
115 S 84th St Suite 275, Milwaukee, WI 53214 |
|
41427xxxx6 |
cas*********@l*******.com |
5 |
2 |
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|
| Linda Cowan - RBC Wealth Management Financial Advisor |
1000 N Water St Suite 1500, Milwaukee, WI 53202 |
|
41434xxxx8 |
rbc*********@r**.com |
|
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| Beranek Financial - Northwestern Mutual |
100 E Wisconsin Ave # 2300, Milwaukee, WI 53202 |
|
41461xxxx2 |
all**********@n*.com |
|
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18 |
|
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|
| U.S. Bancorp Investments - Financial Advisors: Mel Blann |
777 E Wisconsin Ave, Milwaukee, WI 53202 |
|
41451xxxx3 |
aar************@u*****.com |
|
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|
345417 |
5415 |
348000 |
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| Landaas & Company |
411 E Wisconsin Ave, Milwaukee, WI 53202 |
|
41422xxxx9 |
aro********@l******.com |
4 |
1 |
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| SVA Consulting |
18650 W Corporate Dr Ste 205, Brookfield, WI 53045 |
|
80036xxxx1 |
bru***@s**.com |
|
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|
| Richard D. Ormsby - RBC Wealth Management Financial Advisor |
1000 N Water St Suite 1500, Milwaukee, WI 53202 |
|
41434xxxx5 |
wms**********@r**.com |
|
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|
14811 |
|
16000 |
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| WFA Asset Management Corporation |
633 E Henry Clay St, Milwaukee, WI 53217 |
|
41472xxxx1 |
inf*@w********.com |
5 |
2 |
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| Baird Global Investment Banking |
777 E Wisconsin Ave 14th Floor, Milwaukee, WI 53202 |
|
80079xxxx3 |
aac*****@r******.com |
|
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|
8167 |
945 |
8700 |
|
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|
| The GRK Group - Baird Private Wealth Management |
777 E Wisconsin Ave, Milwaukee, WI 53202 |
|
41476xxxx4 |
ale*****@r******.com |
|
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21 |
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|
| U.S. Bank - Private Wealth Advisor: Graham Baxter |
777 E Wisconsin Ave, Milwaukee, WI 53202 |
|
41451xxxx8 |
aar************@u*****.com |
|
|
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|
345417 |
5415 |
348000 |
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|
| Cove Financial Planning, LLC |
342 N Water St Suite 600, Milwaukee, WI 53202 |
|
95280xxxx0 |
ben@c***********.com |
5 |
2 |
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|
| Johnson Financial Group |
555 E Wells St #1900, Milwaukee, WI 53202 |
|
41429xxxx0 |
aa@j********************.com |
5 |
3 |
|
|
4.8 |
81 |
3426 |
167 |
3600 |
|
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| Russell Investments |
833 E Michigan St #850, Milwaukee, WI 53202 |
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41420xxxx0 |
aak*******@r*****************.com |
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| Wintrust Wealth Management |
140 S 1st St, Milwaukee, WI |
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26236xxxx0 |
acr***********@w*************.com |
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| Roell Capital Management LLC |
330 E Kilbourn Ave #1277, Milwaukee, WI 53202 |
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41427xxxx0 |
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5 |
1 |
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| Tim Busalacchi - Morgan Stanley |
411 E Wisconsin Ave Suite 2200, Milwaukee, WI 53202 |
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41422xxxx5 |
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| Private Wealth Management | U.S. Bank |
777 E Wisconsin Ave, Milwaukee, WI 53202 |
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41476xxxx3 |
aar************@u*****.com |
5 |
1 |
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345418 |
5415 |
348000 |
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| Merrill Lynch Financial Advisor June Terrasi |
833 E Michigan St, Milwaukee, WI 53202 |
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41427xxxx6 |
ale*********@m*.com |
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| Northern Trust |
526 E Wisconsin Ave, Milwaukee, WI 53202 |
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41490xxxx0 |
abc*******@n************.com |
4.2 |
5 |
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| Craig Pluta - Raymond James |
135 S 84th St # 135, Milwaukee, WI 53214 |
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41460xxxx0 |
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1 |
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| TKO Miller Investment Banking |
788 N Jefferson St UNIT 550, Milwaukee, WI 53202 |
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41437xxxx0 |
acr******@t********.com |
5 |
1 |
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| Capital Investment Services |
111 E Wisconsin Ave #1310, Milwaukee, WI 53202 |
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80034xxxx2 |
alk*****@c*****.com |
4.2 |
5 |
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| Merrill Lynch Financial Advisor David R. Bier |
833 E Michigan St, Milwaukee, WI 53202 |
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41427xxxx0 |
ale*********@m*.com |
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| Northwestern Mutual - John Barrett Sr |
330 E Kilbourn Ave # 950, Milwaukee, WI 53202 |
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41420xxxx8 |
soc***@n*****************.com |
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107348 |
16226 |
108000 |
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| The Wolf Group - Merrill Lynch |
833 E Michigan St Suite 700, Milwaukee, WI 53202 |
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41427xxxx1 |
ann********@m*.com |
5 |
1 |
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| Northwestern Mutual Bob Sukolsky |
720 E Wisconsin Ave, Milwaukee, WI 53202 |
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41427xxxx4 |
bob*********@n*.com |
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107348 |
16226 |
108000 |
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| Promontory Point Capital |
322 E Michigan St Suite 500, Milwaukee, WI 53202 |
|
41422xxxx4 |
bi**@p*****.com |
4.8 |
25 |
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| Northwestern Mutual Wealth Management Company: Brian P Dix |
100 E Wisconsin Ave # 2300, Milwaukee, WI 53202 |
|
41461xxxx9 |
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| Wealth Management Associate - U.S. Bancorp Investments: Diane Thorsen |
777 E Wisconsin Ave, Milwaukee, WI 53202 |
|
41451xxxx0 |
aar************@u*****.com |
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345418 |
5415 |
348000 |
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| Windsor Asset Management |
2068 N Cambridge Ave, Milwaukee, WI 53202 |
|
20221xxxx6 |
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| Joseph J. Weirich - RBC Wealth Management Financial Advisor |
1000 N Water St Suite 1500, Milwaukee, WI 53202 |
|
41434xxxx5 |
jos***********@r**.com |
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| DiDonato Wealth Advisors - Ameriprise Financial Services, LLC |
300 N Corporate Dr Ste 100, Brookfield, WI 53045 |
|
26290xxxx7 |
ann*********@a***.com |
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| Merrill Lynch Financial Advisor Jeremy Pawlak |
833 E Michigan St, Milwaukee, WI 53202 |
|
41427xxxx2 |
ale*********@m*.com |
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| Mike Bergan - Morgan Stanley |
411 E Wisconsin Ave Suite 2200, Milwaukee, WI 53202 |
|
41422xxxx6 |
acc**********@m************.com |
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| Marcus Asset Management |
301 N Broadway #300, Milwaukee, WI 53202 |
|
41458xxxx0 |
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| Warden Wealth Management |
770 N Jefferson St Ste 230, Milwaukee, WI 53202 |
|
41427xxxx0 |
tom******@w***********.com |
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| Jackson McDonald - RBC Wealth Management Financial Advisor |
18500 West Corporate Drive, Suite 100, Brookfield, WI 53045 |
|
26239xxxx4 |
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| Beauchamp Maleki Group |
731 N Jackson St #200, Milwaukee, WI 53202 |
|
41427xxxx0 |
bec*******@n*.com |
5 |
1 |
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| Beacon Pointe Advisors |
10700 W Research Dr Suite 150, Wauwatosa, WI 53226 |
|
41425xxxx8 |
aba*****@b***********.com |
5 |
1 |
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| U.S. Bank - Private Wealth Advisor: Nathan Abrahamson |
777 E Wisconsin Ave, Milwaukee, WI 53202 |
|
41451xxxx1 |
aar************@u*****.com |
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345418 |
5415 |
348000 |
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| U.S. Bancorp Investments - Financial Advisors: Jason Ryan |
2303 N Farwell Ave, Milwaukee, WI 53211 |
|
41427xxxx2 |
jas********@u*****.com |
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345418 |
5415 |
348000 |
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| Milborn Advisors |
301 N Broadway #203, Milwaukee, WI 53202 |
|
41458xxxx0 |
dre*@m**************.com |
5 |
3 |
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| 1834 Investment Advisors Co |
511 N Broadway Suite 801, Milwaukee, WI 53202 |
|
41461xxxx2 |
add****@e******.com |
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| Catholic Investment Strategies |
400 E Wisconsin Ave #102b, Milwaukee, WI 53202 |
|
80051xxxx5 |
inf*@s********.com |
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94 |
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| David H. Betts, Jr. - RBC Wealth Management Financial Advisor |
1000 N Water St Suite 1500, Milwaukee, WI 53202 |
|
41434xxxx9 |
wms**********@r**.com |
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14811 |
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16000 |
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| Wealth Management Associate - U.S. Bancorp Investments: Linda Gruenfeldt |
777 E Wisconsin Ave, Milwaukee, WI 53202 |
|
41476xxxx2 |
aar************@u*****.com |
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345418 |
5415 |
348000 |
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| Sims Capital Management |
225 E Mason St #802, Milwaukee, WI 53202 |
|
41476xxxx7 |
dav*@s**********.com |
5 |
1 |
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| Jonas Edstrom - RBC Wealth Management Financial Advisor |
1000 N Water St Suite 1500, Milwaukee, WI 53202 |
|
41434xxxx0 |
jon**********@r**.com |
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| Wealth Management Associate - U.S. Bancorp Investments: Julie Kellner |
2303 N Farwell Ave, Milwaukee, WI 53211 |
|
41427xxxx1 |
aar************@u*****.com |
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345418 |
5415 |
348000 |
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| AXA Advisors, LLC |
Milwaukee Center, 111 E Kilbourn Ave UNIT 800, Milwaukee, WI 53202 |
|
41422xxxx3 |
bri********@e********.com |
5 |
2 |
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| Merrill Lynch Financial Advisor Matthew R. Wolf |
833 E Michigan St Suite 700, Milwaukee, WI 53202 |
|
41427xxxx1 |
ale*********@m*.com |
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| Annex Wealth Management |
17950 W Corporate Dr Ste 300, Brookfield, WI 53045 |
|
26278xxxx3 |
aan****@a**********.com |
4.1 |
8 |
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| Northwestern Mutual - R Fritz Jr |
833 E Michigan St, Milwaukee, WI 53202 |
|
41443xxxx8 |
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| John Selas - Prudential Financial |
325 N Corporate Dr Ste 120, Brookfield, WI |
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ann**************************@n****.com |
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| Fiduciary Management Group |
250 E Wisconsin Ave, Milwaukee, WI 53202 |
|
92031xxxx7 |
inf*@f**********.com |
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| Nancy Jensen - RBC Wealth Management Financial Advisor |
1000 N Water St Suite 1500, Milwaukee, WI 53202 |
|
41434xxxx6 |
nan*********@r**.com |
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| IronwoodDrive Financial Group |
Milwaukee Center, 111 E Kilbourn Ave Suite 1750, Milwaukee, WI 53202 |
|
41420xxxx0 |
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| U.S. Bancorp Investments - Financial Advisors: D Verhaalen |
777 E Wisconsin Ave, Milwaukee, WI 53202 |
|
41476xxxx4 |
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| Merrill Lynch Financial Advisor Shane M. Evans |
833 E Michigan St, Milwaukee, WI 53202 |
|
41427xxxx0 |
bri************@b***.com |
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| Northwestern Mutual Earl Darphin |
720 E Wisconsin Ave, Milwaukee, WI 53202 |
|
41427xxxx4 |
ear*********@n*.com |
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|
107348 |
16226 |
108000 |
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| Operose Advisors LLC |
731 N Water St Suite 790, Milwaukee, WI 53202 |
|
41420xxxx0 |
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| Heartland Advisors, Inc. |
790 N Water St Suite 1200, Milwaukee, WI 53202 |
|
41434xxxx7 |
|
3.7 |
3 |
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| Annex Wealth Management, Pfister Branch |
424 E Wisconsin Ave, Milwaukee, WI 53202 |
|
26278xxxx3 |
aan****@a**********.com |
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682 |
66 |
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| Northwestern Mutual |
11270 W Park Pl #100, Milwaukee, WI 53224 |
|
41435xxxx0 |
nor**********************************@n*.com |
5 |
1 |
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| Annex Wealth Management, Pfister Branch |
424 E Wisconsin Ave Unit 2, Milwaukee, WI 53202 |
|
26278xxxx3 |
aan****@a**********.com |
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| Jungen & Co. Financial Advisers |
135 S 84th St #202, Milwaukee, WI 53214 |
|
41477xxxx9 |
mju****@e**************.com |
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43 |
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| Prescient Financial Solutions - Northwestern Mutual |
330 E Kilbourn Ave # 950, Milwaukee, WI 53202 |
|
41420xxxx6 |
ark**************@n*.com |
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| Water Street Financial |
229 E Wisconsin Ave 10th Floor, Milwaukee, WI 53202 |
|
41448xxxx6 |
c18*****************************@s*****.wixpress |
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|
582597 |
|
46 |
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| AMP Wealth Management |
421 E Silver Spring Dr, Whitefish Bay, WI 53217 |
|
41433xxxx1 |
bli*********@a************.com |
3 |
2 |
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| The Naleid McGuire Group - Baird |
777 E Wisconsin Ave Floor 21, Milwaukee, WI 53202 |
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41476xxxx7 |
bna****@r******.com |
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| John M. Foley - RBC Wealth Management Financial Advisor |
1000 N Water St Suite 1500, Milwaukee, WI 53202 |
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41434xxxx6 |
joh*******@r**.com |
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| Northwestern Mutual Wealth Management Company-Alex M Marchan |
100 E Wisconsin Ave # 2300, Milwaukee, WI 53202 |
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41461xxxx8 |
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| Edstrom Leipold Group |
1000 N Water St Suite 1500, Milwaukee, WI 53202 |
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41434xxxx0 |
wms**********@r**.com |
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14811 |
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16000 |
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| Regal Bay Investment Group, LLC |
250 E Wisconsin Ave # 1500, Milwaukee, WI 53202 |
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41422xxxx1 |
rml******@r*************.com |
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| U.S. Bank - Private Wealth Advisor: Joe Haas |
777 E Wisconsin Ave, Milwaukee, WI 53202 |
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41451xxxx1 |
aar************@u*****.com |
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345418 |
5415 |
348000 |
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| BMO Harris Financial Advisors |
111 E Kilbourn Ave #200, Milwaukee, WI 53202 |
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41428xxxx0 |
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| Wintrust Wealth Management |
401 E Kilbourn Ave Ste 100, Milwaukee, WI |
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acr***********@w*************.com |
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| Morgan Stanley Financial Advisors |
411 E Wisconsin Ave Suite 2200, Milwaukee, WI 53202 |
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41422xxxx0 |
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| NORTHWESTERN MUTUAL DOJO |
299 E Wisconsin Ave, Milwaukee, WI 53202 |
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a.-***********@n*****************.com |
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| Lee Wealth Management of Raymond James |
20800 Swenson Drive, Suite 325, Waukesha, WI 53186 |
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26220xxxx6 |
aar************@r***********.com |
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| Hilltop Financial Advisors |
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41485xxxx0 |
ekr***@h********.com |
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| Wintrust Wealth Management |
4732 W Lisbon Ave, Milwaukee, WI 53208 |
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41483xxxx0 |
acr***********@w*************.com |
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| Nick Gomez - Morgan Stanley |
411 E Wisconsin Ave Suite 2200, Milwaukee, WI 53202 |
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41422xxxx4 |
acm***********@m************.com |
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| Wintrust Wealth Management |
401 E Kilbourn Ave Ste. 100, Milwaukee, WI 53202 |
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41483xxxx2 |
acr***********@w*************.com |
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