Find a Financial Advisor or banker

Financial advisors and bankers in Milwaukee, 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 Susan Olson

Susan Olson

Wealth Management Associate, U.S. Bancorp Investments

headshot of Linda Gruenfeldt

Linda Gruenfeldt

Wealth Management Associate, U.S. Bancorp Investments

headshot of Vitalia Melman

Vitalia Melman

Wealth Management Associate, U.S. Bancorp Investments

headshot of Jim Dennik

Jim Dennik

Wealth Management Advisor, U.S. Bancorp Investments

headshot of Julie Kellner

Julie Kellner

Wealth Management Associate, U.S. Bancorp Investments

headshot of Brad Kudick

Brad Kudick

Wealth Management Advisor, U.S. Bancorp Investments

headshot of D.J. Verhaalen

D.J. Verhaalen

Wealth Management Advisor, U.S. Bancorp Investments

headshot of Jason Ryan

Jason Ryan

Wealth Management Advisor, U.S. Bancorp Investments

headshot of Diane Thorsen

Diane Thorsen

Wealth Management Associate, U.S. Bancorp Investments

headshot of Melvin Blann

Melvin Blann

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 Thomas Almanzo

Thomas Almanzo

Wealth Management Banker, U.S. Bank

headshot of Mark Hackett

Mark Hackett

Wealth Management Banker,

headshot of Scott Friemann

Scott Friemann

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 Dawn Ripkey

Dawn Ripkey

Private Wealth Advisor, U.S. Bank

headshot of Evan Teska

Evan Teska

Private Wealth Advisor, U.S. Bank

headshot of Graham Baxter

Graham Baxter

Private Wealth Advisor, U.S. Bank

headshot of Joseph Haas

Joseph Haas

Private Wealth Advisor, U.S. Bank

headshot of Nathan Abrahamson

Nathan Abrahamson

Private Wealth Advisor, U.S. Bank

Disclosures