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Wealthspire Advisors
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330 E. Kilbourn Avenue
Suite 1219
Milwaukee
,
WI
53202
(414) 509-1321
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Spectrum Investment Advisors
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6329 W. Mequon Road
Mequon
,
WI
53092
Manuel Rosado
(800) 242-4735
Member Since: 2018
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Thrivent
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111 E. Kilbourn Avenue
Suite 1750
Milwaukee
,
WI
53202
(414) 441-5952
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Annex Wealth Management
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424 E. Wisconsin Avenue
Milwaukee
,
WI
53202
David Spano
(262) 786-6363
Member Since: 2018
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Equitable Advisors
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111 E. Kilbourn Avenue
Suite 800
Milwaukee
,
WI
53203
(414) 276-2000
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BKM Wealth Management
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20300 Water Tower Boulevard
Suite 250
Brookfield
,
WI
53045
(262) 955-7150
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PFM Financial Advisors LLC
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115 S. 84th Street
Suite 315
Milwaukee
,
WI
53214
(414) 771-2700
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Williams Financial LLC
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W4931 Young Road
Eagle
,
WI
53119
(262) 392-9808
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Du Charme Wealth Management
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2665 S. Moorland Road
Suite 212
New Berlin
,
WI
53151
(262) 505-5740
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Tax Deferral Services LLC
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WI & FL Offices
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(414) 269-2600
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Edvest College Savings Plan
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15800 W. Bluemound Road
Suite 105
Brookfield
,
WI
53005
(414) 410-0009
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North Star Resource Group
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1433 N. Water Street
Suite 400
Milwaukee
,
WI
53202
(414) 260-5545
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Prescient Financial Solutions
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330 E. Kilbourn Avenue
Suite 950
Milwaukee
,
WI
53202
(414) 203-6016
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JOIN
Membership
The benefits of joining
Member Appreciation Tour
Member directory
>
Member Spotlights
What we do
>
Talent
>
2025-2027 MMAC Education Strategy
ROC: Improve the recruitment, retention & advancement
Career-based learning experiences
Teamship Program
Ranking Milwaukee County Schools
Growth
Livability
Peer metro comparison
Cost saving programs 2025
Events
>
2023 All Member Meeting
2024 Diversity, Equity & Inclusion Summit
Replay: Race Bridge Series
Emerging Leader Series
Member Orientation
For members only
>
Impact Report
Sponsorship
Advertising
Need more info?
Networks
Leadership Council
President's Huddle
Executive roundtable program
FUEL Milwaukee for young professionals
Future 50 Awards Program
Networking Forum for referrals
Region of Choice Initiative
Roundtables for high-growth companies
Advocacy
Political Giving
Local & State Priorities
2023-2024 Legislative Scorecard
>
Senate Votes
Assembly Votes
2025-2027 MMAC Education Strategy
Wisconsin State Legislature
Economic Development
Attracting or expanding businesses in the MKE region
>
Milwaukee 7 Partnership
Supporting local startups
>
MKE Venture Mentoring Service
New business planning guide
Milwaukee Development Corp.
>
Rebuild & Revitalize Program
Milwaukee Urban Strategic Investment Corp. (MUSIC)
Milwaukee EB-5 Visa program
Metro MKE
2024 Navigate Business MKE
State of Manufacturing
Business outlook survey
Economic trends
Local media listings
Major employers in metro Milwaukee
Metro Milwaukee demographics
Order a publication
Relocating a business
About
Board of directors
Partnerships
Our Team
Milwaukee Commerce magazine
News
Members of the media
Scholarships for minority students