Find a Financial Advisor or banker

Financial advisors and bankers in Brookfield, WI

Start a conversation with a wealth professional and develop a personalized strategy to help reach your financial goals. Select a wealth professionals below to guide your wealth plan.

Wealth Management Advisors and associates

Specializing in clients with $250,000 - $3 million net worth, advisors will work with you to develop a comprehensive wealth and investment plan – and ensure all aspects of your plan align with your goals.
headshot of Marvin Groom

Marvin Groom

Wealth Management Advisor, U.S. Bancorp Investments

Wealth Management Bankers

Wealth Management Bankers provide traditional banking services, cash management and financing products, plus specialty services such as asset planning.
headshot of Nichols Nelson

Nichols Nelson

Wealth Management Banker, U.S. Bank

Private Wealth Advisors and consultants

Specializing in clients with $3 million net worth or more, advisors work to understand your unique goals and priorities, then partner with a team of experts to create your personalized wealth plan.
headshot of Ashley Krueger-Rook

Ashley Krueger-Rook

Private Wealth Advisor, U.S. Bank

headshot of Bernadette Bisaillon

Bernadette Bisaillon

Private Wealth Advisor, U.S. Bank