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List Of All financial advisor Leads in Milwaukee

This page lists 20 financial advisor in Milwaukee, each with an address, phone number, and rating where available. The highest-rated listing here is Wealth Enhancement Group at 5.0★; across the full list, ratings average close to 4.5★. Everything below is current as of 10/5/2026; click through to any listing for a website, map link, or way to get in touch.

20 results · last updated 10/5/2026

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CompanyAddressRatingPhoneEmailWebsiteSocial
Wealth Enhancement GroupFinancial advisor
8909 N Port Washington Rd Ste 206, Milwaukee, WI 53217, United StatesView on Google Maps
5.0(36)
+*******8*60View in Leads Searchin**@w****************.comView in Leads Searchwww.wealthenhancement.com/location/milwaukee-wi?utm_source=gbp&utm_medium=organic&utm_campaign=local-seo&utm_id=local-seo&utm_content=milwaukee&utm_term=milwaukee
LinkedInFacebookX (Twitter)
Dream Bigger Financial, LLCFinancial planner
office.comView on Google Maps
5.0(29)
+*****69**49View in Leads Searchmi*****@d*******************.comView in Leads Searchdreambiggerfinancial.com/
LinkedInX (Twitter)
Cove Financial Planning, LLCFinancial planner
342 N Water St Suite 600, Milwaukee, WI 53202, United StatesView on Google Maps
5.0(3)
+*9**8*7**60View in Leads Searchbe**@c***********.comView in Leads Searchwww.coveplanning.com/
LinkedInInstagramFacebookYouTube
Northwestern Mutual Investment Services, LLCFinancial planner
633 E Mason St, Milwaukee, WI 53202, United StatesView on Google Maps
5.0(2)
+*****7***44View in Leads Search-www.northwesternmutual.com/
LinkedInInstagramFacebook
Merrill Lynch Wealth ManagementInvestment service
833 E Michigan St, Milwaukee, WI 53202, United StatesView on Google Maps
5.0(2)
+*******9800View in Leads Search-advisor.ml.com/sites/wi/milwaukee-wi-
AW
Alliance Wealth Management MilwaukeeFinancial planner
135 S 84th St #135, Milwaukee, WI 53214, United StatesView on Google Maps
5.0(1)
+****6*79*10View in Leads Search---
Operose Advisors LLCInvestment service
731 N Water St Ste 790, Milwaukee, WI 53202, United StatesView on Google Maps
5.0(1)
+******9**80View in Leads Search-www.operoseadvisors.com/-
Oarsman Capital, Inc.Financial planner
790 N Water St #1850, Milwaukee, WI 53202, United StatesView on Google Maps
5.0(1)
+*********81View in Leads Searchin**@o******.netView in Leads Searchwww.oarsman.net/
LinkedIn
Northwestern Mutual Earl DarphinFinancial planner
720 E Wisconsin Ave, Milwaukee, WI 53202, United StatesView on Google Maps
5.0(1)
+*****7***44View in Leads Search-www.earldarphin.com/contact.htm-
Marietta Investment Partners, LLCInvestment service
833 E Michigan St Ste 980, Milwaukee, WI 53202, United StatesView on Google Maps
5.0(1)
+*****899*80View in Leads Searchin**@m**********.comView in Leads Searchmariettallc.com/
LinkedInFacebook
Beauchamp Maleki GroupFinancial planner
210 W Becher St Ste 170, Milwaukee, WI 53207, United StatesView on Google Maps
5.0(1)
+*****7**890View in Leads Searchbm**@n**.comView in Leads Searchwww.bmg-nm.com/-
Roman FinancialFinancial planner
2600 N Mayfair Rd #1080, Milwaukee, WI 53226, United StatesView on Google Maps
4.8(68)
+*********08View in Leads Searchja********@j*******.comView in Leads Searchroman-financial.com/-
Landaas & CompanyFinancial planner
411 E Wisconsin Ave, Milwaukee, WI 53202, United StatesView on Google Maps
4.5(2)
+*********99View in Leads Search-www.landaas.com/
LinkedIn
Equitable AdvisorsBusiness-to-Business service
Milwaukee Center, 111 E Kilbourn Ave Unit 800, Milwaukee, WI 53202, United StatesView on Google Maps
4.3(6)
+*****76**00View in Leads Searchan***********@e********.comView in Leads Searchwisconsin.equitableadvisors.com/-
Northwestern MutualFinancial planner
100 E Wisconsin Ave #2300, Milwaukee, WI 53202, United StatesView on Google Maps
4.1(22)
+*****7***42View in Leads Search-greatermilwaukee.nm.com/-
WealthspireFinancial advisor
330 E Kilbourn Ave Ste 1219, Milwaukee, WI 53202, United StatesView on Google Maps
4.0(4)
+******9**21View in Leads Search-www.wealthspire.com/contact/milwaukee-wisconsin?utm_source=google&utm_medium=gmb&utm_campaign=milwaukee&utm_content=primary_listing
LinkedInInstagramFacebookYouTube
Morgan Stanley Financial AdvisorsFinancial Advisor
411 E Wisconsin Ave Suite 2200, Milwaukee, WI 53202, United StatesView on Google Maps
3.0(2)
+******6**00View in Leads Search-advisor.morganstanley.com/milwaukee-branch?y_source=1_MjM2MTk4Ny03MTUtbG9jYXRpb24ud2Vic2l0ZQ%3D%3D-
Baird Private Wealth ManagementFinancial planner
777 E Wisconsin Ave, Milwaukee, WI 53202, United StatesView on Google Maps
1.0(1)
+****76***00View in Leads Searchmi****************@r******.comView in Leads Searchmilwaukee.bairdwealth.com/?_google
LinkedInFacebookX (Twitter)YouTube
Prescient Financial Solutions - Northwestern MutualFinancial planner
330 E Kilbourn Ave #950, Milwaukee, WI 53202, United StatesView on Google Maps
-+*******6*16View in Leads Searchpf**@n**.comView in Leads Searchwww.pfs.nm.com/-
Wells Fargo AdvisorsInvestment service
111 E Kilbourn Ave Suite 2400, Milwaukee, WI 53202, United StatesView on Google Maps
-+******7**00View in Leads Searchch********@w*****************.comView in Leads Searchhome.wellsfargoadvisors.com/001_7H?excid=FA1500050253-

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