Mutual Funds in Milwaukee, WI

Wisconsin Discount Securities Corp - Investment Securities
(414) 352-5050
7020 N Port Washington Rd
Milwaukee, WI 53217
CLOSED NOW

From Business: Locally owned discount brokerage firm. You can depend on us to provide the same broad spectrum of services offered by major brokerage houses without paying their…

Sims David - Mutual Funds
(414) 765-1107
225 E Mason St Ste 802
Milwaukee, WI 53202
FMI Common Stock Fund Inc - Mutual Funds
(414) 226-4555
100 E Wisconsin Ave Ste 2200
Milwaukee, WI 53202
Buffalo Funds - Mutual Funds
(913) 677-7778
615 E Michigan St
Milwaukee, WI 53202
Registrex Inc - Mutual Funds

5. Registrex Inc

Years in Business Icon
37 Years
in Business
(414) 351-0104
700 W Apple Tree Rd
Milwaukee, WI 53217
Edward Jones - Financial Advisor: Phillip B Berge - Investments
(414) 294-4034
2121 S Kinnickinnic Ave Ste 6
Milwaukee, WI 53207

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for…

Edward Jones - Financial Advisor: Michelle Grainger - Investments
(414) 963-8727
2323 E Capitol Dr
Milwaukee, WI 53211

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for…

Edward Jones - Financial Advisor: Matthew B Malten - Investments
(414) 778-0509
1417 N Wauwatosa Ave
Milwaukee, WI 53213
CLOSED NOW

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for…

Morgan Stanley Wealth Management - Investments
(414) 226-3000
411 E Wisconsin Ave
Milwaukee, WI 53202
CLOSED NOW

From Business: Morgan Stanley Smith Barney LLC, is one of the industry's leading global wealth management firms. Based in Milwaukee, Wis., it provides a wide range of…

Regal Bay Investment Group - Investment Advisory Service
(414) 225-3551
250 E Wisconsin Ave Ste 1500
Milwaukee, WI 53202
CLOSED NOW

From Business: As a fiduciary, Regal Bay Investment Group, LLC (“Regal Bay”) provides our clients with peace of mind through personal holistic investment advice and financial…

Johnson Financial Group - Financial Planners
(414) 291-4500
555 E Wells St Ste 1900
Milwaukee, WI 53202

From Business: Visit Johnson Financial Group’s flagship location in the heart of Milwaukee at Cathedral Place. Neighboring Cathedral Square Park in downtown Milwaukee’s East…

Heartland Advisors, Inc. - Investment Advisory Service
(414) 347-7777
789 N Water St Ste 500
Milwaukee, WI 53202
CLOSED NOW

From Business: Established in 1983, Heartland Advisors Inc. is an independently owned Milwaukee-based firm renowned as America's Value Investor. The firm manages approximately…

Sage 8 Advisory Group - Financial Planners
(414) 347-7210
1000 N Water St Ste 1500
Milwaukee, WI 53202
CLOSED NOW

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment…

National Planning Corporation - Investments
(414) 273-1880
1845 N Farwell Ave Ste 107
Milwaukee, WI 53202
CLOSED NOW

From Business: Designed to help you in your financial goals.

Great Midwest Bank - Commercial & Savings Banks
(414) 282-2800
4775 S 27th St
Milwaukee, WI 53221
CLOSED NOW
Prudential - Life Insurance
(414) 456-1770
10000 W Innovation Dr Ste 190
Milwaukee, WI 53226
CLOSED NOW

From Business: Prudential Financial is one of the largest financial services institutions in the world and provides a range of services to individuals and institutional…

Old National Bank - Investments
(414) 978-0249
5101 S 27th St
Milwaukee, WI 53221
CLOSED NOW

From Business: Old National Bank is your bank for Greenfield. Our focus is on helping you achieve your financial goals and working to strengthen the communities we serve in…

Planners Financial Group. LLC - Insurance
(414) 282-4000
10909 W Greenfield Ave Ste 101
Milwaukee, WI 53214
CLOSED NOW

From Business:

Morgan Stanley - Investments
(414) 226-3000
411 E Wisconsin Ave Ste 2200
Milwaukee, WI 53202
CLOSED NOW
UBS Financial Service - Investment Advisory Service
(414) 289-3800
411 E Wisconsin Ave
Milwaukee, WI 53202
CLOSED NOW
Wells Fargo Private Bank - Investments
(414) 224-7462
100 E Wisconsin Ave
Milwaukee, WI 53202
Alpha Investment Consulting Group - Investment Advisory Service
(414) 319-4100
111 E Kilbourn Ave
Milwaukee, WI 53202
CLOSED NOW
Spinnaker Financial - Investment Advisory Service
(414) 231-0212
700 W Virginia St
Milwaukee, WI 53204
CLOSED NOW
North Shore Bank - Commercial & Savings Banks

24. North Shore Bank

Years in Business Icon
9 Years
in Business
Amenities:
Wheelchair accessible
(414) 263-6987
1900 N Dr Martin Luther King Jr Dr
Milwaukee, WI 53212
CLOSED NOW
North Shore Bank - Commercial & Savings Banks
(414) 384-5495
1320 W Burnham St
Milwaukee, WI 53204
CLOSED NOW
Country Financial - Insurance
(414) 332-2057
3970 N Oakland Ave Ste 701
Milwaukee, WI 53211
CLOSED NOW
North Shore Bank - Commercial & Savings Banks
(414) 964-6050
4060 N Oakland Ave
Milwaukee, WI 53211
CLOSED NOW
North Shore Bank - Commercial & Savings Banks

29. North Shore Bank

Years in Business Icon
9 Years
in Business
Amenities:
Wheelchair accessible
(414) 327-2000
4230 W Oklahoma Ave
Milwaukee, WI 53215
CLOSED NOW
Old National Bank - Commercial & Savings Banks
(414) 978-0229
5522 N Port Washington Rd
Milwaukee, WI 53217
CLOSED NOW
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