Northwestern Mutual
Milwaukee
Find a financial advisor in our Milwaukee office.
How it works: Tell us about yourself, see your best matches, then connect with your top pick.
Already working with someone? Find them here
Directory for financial advisors and representatives
REFINE:
Expertise
Certifications
Languages
Last Name
Locations
Showing 77 advisor(s) and rep(s)
Expertise: Financial Planning, Retirement Planning
Languages: English
Location: Milwaukee WI, 53202
FINRA BrokerCheck
CLTC®
As a part of the Lueder Financial Group, it is our mission to enrich the people and communities we serve. Our team partners with each of our clients to develop and implement a personalized financial plan that integrates risk management, wealth management, tax strategy, estate planning, and retirement income distribution through a single planning platform.Visit my websiteExpertise: Financial Planning, Investment Strategies, Retirement Planning, Life Insurance Planning, Disability Income Planning, Long Term Care Planning
Languages: English
Location: Milwaukee WI, 53202
FINRA BrokerCheck
CLU®, ChFC®, AEP®
Visit my websiteExpertise: Financial Planning, Estate Planning, Investment Strategies, Private Client Services, Business Risk Management, Business Valuation Planning, Business Succession Planning, Employee and Executive Benefits Planning
Languages: English
Location: Milwaukee WI, 53202
FINRA BrokerCheck
CFP®, CLU®, ChFC®, CASL®
Visit my websiteExpertise: Wealth Management, Estate Planning, Financial Planning, Retirement Planning, Trust Services, Fee-Based Financial Planning, Business Continuation Planning, Business Risk Management, Investment Strategies, Education Funding, Life Insurance Planning, Disability Income Planning, Long Term Care Planning, Employee and Executive Benefits Planning, Special Needs Planning
Languages: English
Location: Milwaukee WI, 53202
FINRA BrokerCheck
Expertise: Financial Planning, Retirement Planning, Life Insurance Planning, Long Term Care Planning, Disability Income Planning, Education Funding, Employee and Executive Benefits Planning, Estate Planning
Languages: English
Location: Milwaukee WI, 53202
FINRA BrokerCheck
CLU®, ChFC®
Visit my websiteExpertise: Retirement Planning, Estate Planning, Business Risk Management, Business Succession Planning, Business Valuation Planning, Business Continuation Planning
Languages: English
Location: Milwaukee WI, 53202
FINRA BrokerCheck
CFP®, CLU®, RICP®, ChFC®, WMCP®
I am a Certified Financial Planner (CFP) and Retirement Income Certified Professional (RICP) that works with a team of specialists to help our clients live for today as well as know that the next stage of their lives is on track for the life they envision. It is an entirely different strategy to “unwind” what we have saved vs. growing our investments to get to this point in our lives.Visit my websiteExpertise: Retirement Planning, Retirement Income Planning, Investment Strategies, Financial Planning, Long Term Care Planning, Disability Income Planning, Life Insurance Planning, Education Funding, Estate Planning
Languages: English
Location: Milwaukee WI, 53202
FINRA BrokerCheck
MBA, CPWA®
Visit my websiteExpertise: Business Continuation Planning, Business Succession Planning, Business Valuation Planning, Business Risk Management, Financial Planning, Private Client Services
Languages: English
Location: Milwaukee WI, 53202
FINRA BrokerCheck
Expertise: Education Funding, Disability Income Planning, Investment Strategies, Financial Planning, Estate Planning, Life Insurance Planning, Retirement Income Planning, Retirement Planning, Wealth Management
Languages: English
Location: Milwaukee WI, 53202
FINRA BrokerCheck