ROBERT W. BAIRD & CO. INCORPORATED
Milwaukee, WI
AUM
$394.07B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3170 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +4 more
414-765-3500
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in WI, MILWAUKEE
18 advisers found
ARTISAN PARTNERS LIMITED PARTNERSHIP
Milwaukee, WI
AUM
$183.62B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
114 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
414-390-6100
TIDAL INVESTMENTS LLC
Milwaukee, WI
AUM
$45.83B
Wealth MgmtTrusts & EstatesRetirement
Team
50 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
855-843-2534
NATIONAL INVESTMENT SERVICES OF AMERICA, LLC
Milwaukee, WI
AUM
$16.25B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
16 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
414.765.1980
FIDUCIARY MANAGEMENT, INC.
Milwaukee, WI
AUM
$11.36B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
17 advisors
Clients
—
Fees
Percentage of AUM
414-226-4545
JOHNSON WEALTH INC.
Milwaukee, WI
AUM
$10.35B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
71 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
414-291-4500
GENEVA CAPITAL MANAGEMENT LLC
Milwaukee, WI
AUM
$5.60B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
9 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
414-224-6002
1834 INVESTMENT ADVISORS CO.
Milwaukee, WI
AUM
$2.20B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
30 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(414) 615-1012
KLCM ADVISORS, INC.
Milwaukee, WI
AUM
$1.88B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
414-765-1234
CAMPBELL NEWMAN ASSET MANAGEMENT INC
Milwaukee, WI
AUM
$1.44B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
414-908-6670
CAPITAL INVESTMENT SERVICES OF AMERICA INC
Milwaukee, WI
AUM
$1.31B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
11-25
Fees
Percentage of AUM
414-278-7744
ALPHA INVESTMENT CONSULTING GROUP, LLC
Milwaukee, WI
AUM
$713.6M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
414-319-4100
ARCATAUR CAPITAL MANAGEMENT LLC
Milwaukee, WI
AUM
$469.5M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM
414-225-8200
UNIPLAN INVESTMENT COUNSEL, INC.
Milwaukee, WI
AUM
$330.5M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM
262-534-3000
GLOBAL VALUE INVESTMENT CORPORATION
Milwaukee, WI
AUM
$225.6M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
262-478-0640
MILBORN ADVISORS, LTD
Milwaukee, WI
AUM
$107.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
414-585-0070
SIMPLICITY FINANCIAL, LLC
Milwaukee, WI
AUM
$8.0M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
(414) 207-6473
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
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