Investment Management Services locations near Okauchee, WI

Shakespeare Wealth Management, Inc.

📍 N22 W27847 Edgewater Dr Ste 101, Pewaukee, WI, 53072

📞 262-814-1600

🌐 www.shakespearewm.com

Planning for Life. That's our tagline and our mission. It's about planning our clients' entire life, and their families' best life, through smart, comprehensive financial advice. We're the financial quarterback for family matters like cash flow, debt management, retirement, paying for college, charitable intentions, taxes, investments, inheritance and more. We handle the details so that our clients can get on living their lives. Since financial advice can be tainted by sales commissions, we operate under a fiduciary and a fee-only model to keep advice pure. Our clients know that we keep their best interests first.

Shakespeare Wealth Management

📍 N22w27847 Edgewater Dr Ste 101, Pewaukee, WI, 53072

📞 262-814-1600

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

Regency Management Co Inc

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

📞 262-691-9564

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

Fidelity Investments

📍 595 N Barker Rd, Brookfield, WI, 53045

📞 800-544-9797

🌐 fidelity.com

Edward Jones - Financial Advisor: Jeremy J Bisick

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

📞 262-246-8956

Integrity Wealth Management Inc

📍 20975 Swenson Dr Ste 125, Waukesha, WI, 53186

📞 262-754-6777

Vanguard

📍 1012 Lincoln Ave, Waukesha, WI, 53186

📞 262-522-0200

Edward Jones - Financial Advisor: John J White

📍 N16w23217 Stone Ridge Dr Ste 160, Waukesha, WI, 53188

📞 262-542-0503