{ "path": "/advisors/wi/milwaukee", "url": "https://advisorcensus.com/advisors/wi/milwaukee/page/2", "page_type": "metro", "title": "Financial advisors in Milwaukee, WI", "filters": {}, "scope_total": 160, "faq": [ { "q": "How many financial advisory firms are there in Milwaukee, WI?", "a": "AdvisorCensus lists 160 investment advisory firms with a principal office in the Milwaukee metro area, from Form ADV filings as of October 2026: 93 SEC-registered, 46 state-registered, and 21 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Milwaukee, WI?", "a": "50 of the 160 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Milwaukee, WI offer financial planning?", "a": "77 of the 139 firms in Milwaukee, WI that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Milwaukee, WI fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 50 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 160 investment advisory firms with a principal office in the Milwaukee metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": "Milwaukee has 160 investment advisory firms with a principal office in the metro area as of October 2026: 93 SEC-registered, 46 state-registered, and 21 exempt reporting advisers. 50 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 38 report under $100 million in regulatory assets under management. The metro area has 656,436 households, 74,716 of them with income of $200,000 or more, or 467 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).", "citation": "AdvisorCensus. Financial advisors in Milwaukee, WI: 160 firms from Form ADV filings as of October 2026.", "total_firms": 160, "page": 2, "total_pages": 4, "sort": "name", "registration_types": { "sec": 93, "state": 46, "exempt": 21 }, "fee_model_mix": [ { "code": "fee-only", "count": 50 }, { "code": "percentage_of_aum", "count": 125 }, { "code": "hourly", "count": 58 }, { "code": "subscription", "count": 0 }, { "code": "fixed", "count": 69 }, { "code": "commissions", "count": 5 }, { "code": "performance_based", "count": 25 }, { "code": "other", "count": 24 }, { "code": "not_reported", "count": 21 } ], "years_registered_distribution": [ { "code": "under_5", "count": 44 }, { "code": "5_to_9", "count": 25 }, { "code": "10_to_19", "count": 42 }, { "code": "20_plus", "count": 47 }, { "code": "not_reported", "count": 2 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 16 }, { "code": "25m_100m", "count": 22 }, { "code": "100m_500m", "count": 42 }, { "code": "500m_1b", "count": 15 }, { "code": "1b_5b", "count": 16 }, { "code": "over_5b", "count": 13 }, { "code": "not_reported", "count": 36 } ], "firms": [ { "crd_number": 105879, "name": "Dana Investment Advisors Inc", "name_as_filed": "DANA INVESTMENT ADVISORS INC", "url": "https://advisorcensus.com/firm/dana-investment-advisors-inc-waukesha-wi-105879", "city": "Waukesha", "state": "WI", "years_registered": 47, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 286154, "name": "Debuey, LLC", "name_as_filed": "DEBUEY, LLC", "url": "https://advisorcensus.com/firm/debuey-llc-mequon-wi-286154", "city": "Mequon", "state": "WI", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 153323, "name": "Denali Wealth Management, Inc.", "name_as_filed": "DENALI WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/denali-wealth-management-inc-mequon-wi-153323", "city": "Mequon", "state": "WI", "years_registered": 16, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 165985, "name": "Direction Financial Management, LLC", "name_as_filed": "DIRECTION FINANCIAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/direction-financial-management-llc-germantown-wi-165985", "city": "Germantown", "state": "WI", "years_registered": 13, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 168428, "name": "Diversified Capital Wealth Management, LLC", "name_as_filed": "DIVERSIFIED CAPITAL WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/diversified-capital-wealth-management-llc-mequon-wi-168428", "city": "Mequon", "state": "WI", "years_registered": 13, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 106680, "name": "Diversified Management Inc", "name_as_filed": "DIVERSIFIED MANAGEMENT INC", "url": "https://advisorcensus.com/firm/diversified-management-inc-milwaukee-wi-106680", "city": "Milwaukee", "state": "WI", "years_registered": 32, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 154854, "name": "Drake & Associates, LLC", "name_as_filed": "DRAKE & ASSOCIATES, LLC", "url": "https://advisorcensus.com/firm/drake-and-associates-llc-waukesha-wi-154854", "city": "Waukesha", "state": "WI", "years_registered": 7, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 173851, "name": "Ellenbecker Investment Group", "name_as_filed": "ELLENBECKER INVESTMENT GROUP", "url": "https://advisorcensus.com/firm/ellenbecker-investment-group-waukesha-wi-173851", "city": "Waukesha", "state": "WI", "years_registered": 11, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 282711, "name": "Entasis Asset Management LLC", "name_as_filed": "ENTASIS ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/entasis-asset-management-llc-brookfield-wi-282711", "city": "Brookfield", "state": "WI", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 314365, "name": "Envision Financial LLC", "name_as_filed": "ENVISION FINANCIAL LLC", "url": "https://advisorcensus.com/firm/envision-financial-llc-brookfield-wi-314365", "city": "Brookfield", "state": "WI", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 156132, "name": "Family Investment Planning, LLC", "name_as_filed": "FAMILY INVESTMENT PLANNING, LLC", "url": "https://advisorcensus.com/firm/family-investment-planning-llc-elm-grove-wi-156132", "city": "Elm Grove", "state": "WI", "years_registered": 15, "raum_band": "under_25m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 327737, "name": "Fiduciaone", "name_as_filed": "FIDUCIAONE", "url": "https://advisorcensus.com/firm/fiduciaone-pewaukee-wi-327737", "city": "Pewaukee", "state": "WI", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 109149, "name": "Fiduciary Management, Inc.", "name_as_filed": "FIDUCIARY MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/fiduciary-management-inc-milwaukee-wi-109149", "city": "Milwaukee", "state": "WI", "years_registered": 46, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 113097, "name": "Financial Strategies, Inc.", "name_as_filed": "FINANCIAL STRATEGIES, INC.", "url": "https://advisorcensus.com/firm/financial-strategies-inc-brookfield-wi-113097", "city": "Brookfield", "state": "WI", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 157900, "name": "Fortress Planning Group", "name_as_filed": "FORTRESS PLANNING GROUP", "url": "https://advisorcensus.com/firm/fortress-planning-group-pewaukee-wi-157900", "city": "Pewaukee", "state": "WI", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 130687, "name": "Francis LLC", "name_as_filed": "FRANCIS LLC", "url": "https://advisorcensus.com/firm/francis-llc-brookfield-wi-130687", "city": "Brookfield", "state": "WI", "years_registered": 22, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 105150, "name": "Friedlander & Co Inc", "name_as_filed": "FRIEDLANDER & CO INC", "url": "https://advisorcensus.com/firm/friedlander-and-co-inc-milwaukee-wi-105150", "city": "Milwaukee", "state": "WI", "years_registered": 44, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 110989, "name": "Fulton Investment Advisers, Inc.", "name_as_filed": "FULTON INVESTMENT ADVISERS, INC.", "url": "https://advisorcensus.com/firm/fulton-investment-advisers-inc-wauwatosa-wi-110989", "city": "Wauwatosa", "state": "WI", "years_registered": 27, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 313532, "name": "Gateway Capital Partners, LLC", "name_as_filed": "GATEWAY CAPITAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/gateway-capital-partners-llc-milwaukee-wi-313532", "city": "Milwaukee", "state": "WI", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 113237, "name": "Geder Investment Management, Inc.", "name_as_filed": "GEDER INVESTMENT MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/geder-investment-management-inc-elm-grove-wi-113237", "city": "Elm Grove", "state": "WI", "years_registered": 34, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 163521, "name": "Generation Growth Capital Partners I, LLC", "name_as_filed": "GENERATION GROWTH CAPITAL PARTNERS I, LLC", "url": "https://advisorcensus.com/firm/generation-growth-capital-partners-i-llc-milwaukee-wi-163521", "city": "Milwaukee", "state": "WI", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 163533, "name": "Generation Growth Capital Partners II, LLC", "name_as_filed": "GENERATION GROWTH CAPITAL PARTNERS II, LLC", "url": "https://advisorcensus.com/firm/generation-growth-capital-partners-ii-llc-milwaukee-wi-163533", "city": "Milwaukee", "state": "WI", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 285276, "name": "Generation Growth Capital Partners III, LLC", "name_as_filed": "GENERATION GROWTH CAPITAL PARTNERS III, LLC", "url": "https://advisorcensus.com/firm/generation-growth-capital-partners-iii-llc-milwaukee-wi-285276", "city": "Milwaukee", "state": "WI", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 326570, "name": "Generation Growth Capital Partners IV, LLC", "name_as_filed": "GENERATION GROWTH CAPITAL PARTNERS IV, LLC", "url": "https://advisorcensus.com/firm/generation-growth-capital-partners-iv-llc-milwaukee-wi-326570", "city": "Milwaukee", "state": "WI", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 105432, "name": "Geneva Capital Management LLC", "name_as_filed": "GENEVA CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/geneva-capital-management-llc-milwaukee-wi-105432", "city": "Milwaukee", "state": "WI", "years_registered": 39, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 174216, "name": "Gentian Financial, Inc.", "name_as_filed": "GENTIAN FINANCIAL, INC.", "url": "https://advisorcensus.com/firm/gentian-financial-inc-mequon-wi-174216", "city": "Mequon", "state": "WI", "years_registered": 11, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 144260, "name": "Global Value Investment Corporation", "name_as_filed": "GLOBAL VALUE INVESTMENT CORPORATION", "url": "https://advisorcensus.com/firm/global-value-investment-corporation-milwaukee-wi-144260", "city": "Milwaukee", "state": "WI", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 158292, "name": "Global View Capital Management LLC", "name_as_filed": "GLOBAL VIEW CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/global-view-capital-management-llc-waukesha-wi-158292", "city": "Waukesha", "state": "WI", "years_registered": 14, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 292447, "name": "Golden Angels Investors, LLC", "name_as_filed": "GOLDEN ANGELS INVESTORS, LLC", "url": "https://advisorcensus.com/firm/golden-angels-investors-llc-brookfield-wi-292447", "city": "Brookfield", "state": "WI", "years_registered": null, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 168675, "name": "Granite Financial Group", "name_as_filed": "GRANITE FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/granite-financial-group-brookfield-wi-168675", "city": "Brookfield", "state": "WI", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 126273, "name": "GTG Wealth Management, LLC", "name_as_filed": "GTG WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/gtg-wealth-management-llc-elm-grove-wi-126273", "city": "Elm Grove", "state": "WI", "years_registered": 23, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 108980, "name": "Haese Financial Group Inc", "name_as_filed": "HAESE FINANCIAL GROUP INC", "url": "https://advisorcensus.com/firm/haese-financial-group-inc-jackson-wi-108980", "city": "Jackson", "state": "WI", "years_registered": 22, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 165693, "name": "Hammes Realty Advisors, LLC", "name_as_filed": "HAMMES REALTY ADVISORS, LLC", "url": "https://advisorcensus.com/firm/hammes-realty-advisors-llc-milwaukee-wi-165693", "city": "Milwaukee", "state": "WI", "years_registered": 12, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 319056, "name": "HBW RIA Services, LLC", "name_as_filed": "HBW RIA SERVICES, LLC", "url": "https://advisorcensus.com/firm/hbw-ria-services-llc-west-bend-wi-319056", "city": "West Bend", "state": "WI", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 29433, "name": "Heartland Advisors, Inc.", "name_as_filed": "HEARTLAND ADVISORS, INC.", "url": "https://advisorcensus.com/firm/heartland-advisors-inc-milwaukee-wi-29433", "city": "Milwaukee", "state": "WI", "years_registered": 43, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 274030, "name": "Hilltop Financial Advisors", "name_as_filed": "HILLTOP FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/hilltop-financial-advisors-milwaukee-wi-274030", "city": "Milwaukee", "state": "WI", "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 113381, "name": "Hohensee Financial Services, Inc.", "name_as_filed": "HOHENSEE FINANCIAL SERVICES, INC.", "url": "https://advisorcensus.com/firm/hohensee-financial-services-inc-dousman-wi-113381", "city": "Dousman", "state": "WI", "years_registered": 34, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 109721, "name": "IAG Wealth Partners, LLC", "name_as_filed": "IAG WEALTH PARTNERS, LLC", "url": "https://advisorcensus.com/firm/iag-wealth-partners-llc-waukesha-wi-109721", "city": "Waukesha", "state": "WI", "years_registered": 17, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 111968, "name": "Intrinsic Investors LLC", "name_as_filed": "INTRINSIC INVESTORS LLC", "url": "https://advisorcensus.com/firm/intrinsic-investors-llc-wauwatosa-wi-111968", "city": "Wauwatosa", "state": "WI", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 125557, "name": "Johnson Wealth Inc.", "name_as_filed": "JOHNSON WEALTH INC.", "url": "https://advisorcensus.com/firm/johnson-wealth-inc-milwaukee-wi-125557", "city": "Milwaukee", "state": "WI", "years_registered": 23, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 109459, "name": "Kademian Financial Group Inc", "name_as_filed": "KADEMIAN FINANCIAL GROUP INC", "url": "https://advisorcensus.com/firm/kademian-financial-group-inc-milwaukee-wi-109459", "city": "Milwaukee", "state": "WI", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 110358, "name": "KDHH Investments LLC", "name_as_filed": "KDHH INVESTMENTS LLC", "url": "https://advisorcensus.com/firm/kdhh-investments-llc-west-bend-wi-110358", "city": "West Bend", "state": "WI", "years_registered": 25, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 107847, "name": "KLCM Advisors, Inc.", "name_as_filed": "KLCM ADVISORS, INC.", "url": "https://advisorcensus.com/firm/klcm-advisors-inc-milwaukee-wi-107847", "city": "Milwaukee", "state": "WI", "years_registered": 33, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 137361, "name": "Korbitz Financial Planning LLC", "name_as_filed": "KORBITZ FINANCIAL PLANNING LLC", "url": "https://advisorcensus.com/firm/korbitz-financial-planning-llc-milwaukee-wi-137361", "city": "Milwaukee", "state": "WI", "years_registered": 20, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 126740, "name": "Kult Wealth Management Group, LLC", "name_as_filed": "KULT WEALTH MANAGEMENT GROUP, LLC", "url": "https://advisorcensus.com/firm/kult-wealth-management-group-llc-brookfield-wi-126740", "city": "Brookfield", "state": "WI", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 47487, "name": "Landaas & Company", "name_as_filed": "LANDAAS & COMPANY", "url": "https://advisorcensus.com/firm/landaas-and-company-milwaukee-wi-47487", "city": "Milwaukee", "state": "WI", "years_registered": 32, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "commissions" ], "enhanced": false }, { "crd_number": 168272, "name": "Larson Wealth Management, LLC", "name_as_filed": "LARSON WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/larson-wealth-management-llc-west-bend-wi-168272", "city": "West Bend", "state": "WI", "years_registered": 13, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 109303, "name": "Lasalle Investment Advisors, Inc.", "name_as_filed": "LASALLE INVESTMENT ADVISORS, INC.", "url": "https://advisorcensus.com/firm/lasalle-investment-advisors-inc-pewaukee-wi-109303", "city": "Pewaukee", "state": "WI", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions", "performance_based" ], "enhanced": false }, { "crd_number": 338414, "name": "Launch Wealth Management", "name_as_filed": "LAUNCH WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/launch-wealth-management-waukesha-wi-338414", "city": "Waukesha", "state": "WI", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 111272, "name": "Liberty Financial Group, Inc.", "name_as_filed": "LIBERTY FINANCIAL GROUP, INC.", "url": "https://advisorcensus.com/firm/liberty-financial-group-inc-elm-grove-wi-111272", "city": "Elm Grove", "state": "WI", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false } ], "states": [], "metros": [], "siblings": { "national": "/advisors", "state": { "path": "/advisors/wi", "label": "Financial advisors in Wisconsin" }, "metro": { "path": "/advisors/wi/milwaukee", "label": "Financial advisors in Milwaukee, WI" }, "city_pages": [ { "path": "/advisors/wi/milwaukee/brookfield", "label": "Financial advisors in Brookfield, WI", "firm_count": 19 }, { "path": "/advisors/wi/milwaukee/mequon", "label": "Financial advisors in Mequon, WI", "firm_count": 17 } ], "fee_pages": [ { "path": "/advisors/wi/milwaukee/fee-only", "label": "Fee-only financial advisors in Milwaukee, WI", "firm_count": 50 }, { "path": "/advisors/wi/milwaukee/flat-fee", "label": "Flat-fee financial advisors in Milwaukee, WI", "firm_count": 69 }, { "path": "/advisors/wi/milwaukee/hourly", "label": "Hourly financial advisors in Milwaukee, WI", "firm_count": 58 } ], "answer_pages": [ { "path": "/advisors/wi/milwaukee/for-high-net-worth-individuals", "firm_count": 107, "label": "Financial advisors for high-net-worth individuals in Milwaukee, WI" }, { "path": "/advisors/wi/milwaukee/for-retirement-plans", "firm_count": 42, "label": "Financial advisors for retirement plans in Milwaukee, WI" }, { "path": "/advisors/wi/milwaukee/for-businesses", "firm_count": 54, "label": "Financial advisors for businesses in Milwaukee, WI" }, { "path": "/advisors/wi/milwaukee/for-charities", "firm_count": 54, "label": "Financial advisors for charitable organizations in Milwaukee, WI" }, { "path": "/advisors/wi/milwaukee/no-account-minimum", "firm_count": 14, "label": "Financial advisors with no account minimum in Milwaukee, WI" } ], "niche_pages": [ { "path": "/advisors/wi/milwaukee/airline-pilots", "firm_count": 1, "label": "Financial advisors for airline pilots in Milwaukee, WI" } ] }, "csv": "https://advisorcensus.com/advisors/wi/milwaukee.csv", "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }