BAIRD
777 East Wisconsin Avenue, Milwaukee, WI 53202
Since 1919
Private Wealth Management, Investment Banking, Asset Management, Private Equity, Institutional Equity Services, Equity Research, Public Finance, Fixed Income Sales & Trading
Serves in the United States, Europe & Asia
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HOGAN FINANCIAL
250 West Coventry Court, # 202, Milwaukee, WI 53217
Since 1992
Portfolio Management, Employee Benefits, College Savings, Investment, Insurance Planning & Retirement Planning
Offers Portfolio Management Services and Comprehensive Planning Services to Individuals & Families
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ROELL CAPITAL MANAGEMENT LLC
330 East Kilbourn Avenue, Suite 1277, Milwaukee, WI 53202
Since 2006
Life Insurance, Disability Income Insurance, Long-Term Care Insurance, Education Funding, Goal Funding, Charitable Giving, Estate Equalization, Wealth Preservation, Executive Compensation, Will Analysis, Social Security, Investment Planning, Estate Planning, Tax Management, Risk Management & Retirement Planning
Meeting(s) with your CPA, Tax or Estate Planning Attorney all at no charge
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