AUREA INVESTMENTS LLC
Milwaukee, WI
AUM
$300K
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
(646) 820-0840
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
72 advisers found
ALLIANCE WEALTH MANAGEMENT MILWAUKEE, INC.
Milwaukee, WI
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Hourly charges · Fixed fees +1 more
414-607-9310
COVEREDBRIDGE
Milwaukee, WI
AUM
—
Team
1 advisors
Clients
—
Fees
15% OF TOTAL FEES COLLECTED BY SUBADVISER FROM CLIENT
610-428-8867
DREAM BIGGER FINANCIAL, LLC
Milwaukee, WI
AUM
$0
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
414-369-2249
GENERATION GROWTH CAPITAL PARTNERS I, LLC
Milwaukee, WI
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
414-291-8908
GENERATION GROWTH CAPITAL PARTNERS II, LLC
Milwaukee, WI
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
414-291-8908
GENERATION GROWTH CAPITAL PARTNERS III, LLC
Milwaukee, WI
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
414-291-8908
GENERATION GROWTH CAPITAL PARTNERS IV, LLC
Milwaukee, WI
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
414-291-8908
KORBITZ FINANCIAL PLANNING LLC
Milwaukee, WI
AUM
—
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Hourly charges; Fixed fees
(414) 979-1040
NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC
Milwaukee, WI
AUM
—
Team
15 advisors
Clients
0
Fees
Fixed fees; REFERRAL FEES
866-950-4644
ZIEGLER LINK-AGE MANAGEMENT III, LLC
Milwaukee, WI
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
414-978-6400
MASON STREET ADVISORS, LLC
Milwaukee, WI
AUM
$39.08B
Wealth Mgmt
Team
13 advisors
Clients
—
Fees
Percentage of AUM; SEE SCHEDULE D-MISCELLANEOUS
414-665-5400
Full profileNo website
FRIEDLANDER & CO INC
Milwaukee, WI
AUM
$564.8M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
414-273-0308
Full profileNo website
KADEMIAN FINANCIAL GROUP INC
Milwaukee, WI
AUM
$62.7M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
414-289-9925
Full profileNo website
ALLISON & COMPANY FINANCIAL COUNSELORS, LLC
Milwaukee, WI
AUM
$52.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
414-299-8434
Full profileNo website
Full profileNo website
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