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TOP 30 Legal advisory in Waukesha, WI
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Kaiser Michael D
Kaiser Michael D is a law firm located at 515 West North Shore Drive in Hartland, Wisconsin. The institution is led by Michael D. Kaiser, who graduated Cum Laude from the University of Wisconsin Law School in 2003. Specializing in estate planning and assisting clients after the death of a loved one, the services offered include drafting wills, trusts, powers of attorney, probate, and trust administration. Mike, a proud member of the State Bar of Wisconsin and the Waukesha County Bar Association, is also actively involved in the community. He serves on the board of Your Choice-Live, a local non-profit focused on drug abuse prevention, and is an active member of the Lake Country Rotary. Recognized as a "Rising Star" by Milwaukee Magazine's Super Lawyers Edition multiple times, Mike is dedicated to serving his hometown community and beyond. With a background in engineering and a commitment to excellence in the legal field, Mike is a trusted advisor for individuals and families in the Lake Country area. Whether you need assistance with estate planning or trust administration, Kaiser Michael D is here to help.
Katie Cavanaugh - Thrivent
Katie Cavanaugh - Thrivent is a finance institution located at 20935 Swenson Drive in Waukesha, Wisconsin, United States. As a Financial Advisor, Katie's mission is to help clients achieve financial clarity and create a better future for themselves, their families, and their communities. She works with purpose-driven clients to develop personalized financial strategies that align with their values. Katie believes that money is a tool to build a secure future and serves clients in a 5-state region. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, but offer guidance through their Financial Planning Framework. Clients can choose to engage in Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and investment advisory services through Thrivent Investment Management Inc.
Nicole Mefferd - Thrivent
Nicole Mefferd - Thrivent is a financial institution located at 20935 Swenson Drive in Waukesha, Wisconsin, United States. Licensing for insurance products is available through the State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Clients are advised to consult with their attorney or tax professional for such matters. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients may choose to further their planning engagement with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
Brett Schaumberg - Thrivent
Brett Schaumberg - Thrivent is a finance institution located at 20935 Swenson Drive in Waukesha, Wisconsin, United States. Licensing for this institution is available through your State Insurance Department's website, as well as through the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with your attorney or tax professional for these matters. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to further their planning engagement with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
Jeffrey Sitzman - Thrivent
Jeffrey Sitzman - Thrivent is a finance institution located at 20935 Swenson Drive in Waukesha, Wisconsin, United States. At Thrivent, they believe that money is a tool, not a goal, and are committed to helping people achieve financial clarity for today and the future. The institution offers guidance to help individuals pursue their lifelong dreams while supporting causes they care about. They are available for appointments on Mondays from 9 a.m. to 4 p.m. and 7:30 p.m. to 9:00 p.m., and on Wednesdays from 10 a.m. to 4:00 p.m. and 7:30 p.m. to 9:00 p.m. Licensing information is available through the State Insurance Department's website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional for these services. Thrivent offers advice and guidance through its Financial Planning Framework, and clients can further their planning engagement through Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, and insurance products are issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Only credentialed financial advisors provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information on their financial advisors and professional designations.
Brady Endl - Thrivent
Brady Endl - Thrivent is a finance institution located at 20935 Swenson Drive, Waukesha, Wisconsin, United States. Licensing is available through the State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with your attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to further their planning engagement with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser, member of FINRA and SIPC, and a subsidiary of Thrivent. Financial advisors and professionals provide insurance products, securities, and investment advisory services, with only individuals who are financial advisors credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about their financial advisors. For more information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations.
Matt Hug - Thrivent
Matt Hug - Thrivent is a finance institution located at 20935 Swenson Drive in Waukesha, Wisconsin, United States. They are licensed in multiple states including AZ, CO, IL, MN, PA, SD, VA, and WI. Thrivent offers financial planning services through their Financial Planning Framework, with the option to engage in Dedicated Planning Services for written recommendations for a fee. They do not provide legal, accounting, or tax advice and recommend consulting with a professional in those areas. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent and securities and investment advisory services offered through Thrivent Investment Management Inc. Their financial advisors are credentialed to provide investment advisory services and more information can be found on their website or through FINRA's Broker Check. Visit their website for information on professional designations and licensing requirements.
Walkowicz, Boczkiewicz & Co SC
Walkowicz, Boczkiewicz & Co SC is a reputable accounting and finance institution located at 1800 East Main Street in Waukesha, Wisconsin, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and auditing. Clients can trust in their expertise and dedication to providing top-notch financial solutions.
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