Investment Management Services locations near Hubertus, WI

Premier Legacy Wealth Management

📍 N48w14336 Hampton Rd Suite 101 Ste 101, Menomonee Falls, WI, 53051

📞 262-345-5900

One of Wisconsin’s Premier Financial Planning Firms. We serve to make a difference in your life by implementing focused financial plans which can help give you greater comfort regarding your income and giving you confidence regarding your wealth and financial stability. Our team of professionals have expertise in many aspects of financial planning: Retirement | Financial planning | Estate planning | Investments | Insurance

Edward Jones - Financial Advisor: Jeremy J Bisick

📍 N64w24050 Main St Ste 300, Sussex, WI, 53089

📞 262-246-8956

Edward Jones - Financial Advisor: KEN Frakes

📍 N91w17174 Appleton Ave, Menomonee Falls, WI, 53051

📞 262-251-8282

Strong Capital Management

📍 900 Heritage Reserve, Menomonee Falls, WI, 53051

📞 262-509-6800

Edward Jones - Financial Advisor: Alison Gilman Aquino

📍 W249n5245 Executive Dr Ste 207, Sussex, WI, 53089

📞 262-246-0520

🌐 edwardjones.com/en_us/fa/index.html&cirn=404909

Morgan Dempsey Capital Management LLC

📍 111 Heritage Reserve, Menomonee Falls, WI, 53051

📞 414-319-1080

Regency Management Co Inc

📍 1133 Quail Ct Ste 300, Pewaukee, WI, 53072

📞 262-691-9564

Edward Jones - Financial Advisor: David M Retkowski

📍 161 W Wisconsin Ave Ste 2a, Pewaukee, WI, 53072

📞 262-695-5308

🌐 edwardjones.com/en_us/fa/index.html&cirn=518756

Timpani Capital Management

📍 10850 W Park Pl, Milwaukee, WI, 53224

📞 414-359-0500

Perry Capital Management Inc

📍 11270 W Park Pl Ste 330, Milwaukee, WI, 53224

📞 414-359-1000