Capital Investment Services of America, Inc. is an employee-owned Milwaukee-based investment advisor that serves high-net-worth individuals, trusts, businesses, and charitable organizations. We build custom-tailored investment portfolios to achieve our client’s individual financial objectives. Our firm is a registered investment advisor with the SEC.

Made markets in Amazon and Baidu using analytical tools developed in-house.

Campbell Newman is a 100% employee-owned boutique investment management firm serving institutional, intermediary and private clients. Our two strategies feature high-quality, high-conviction portfolios and the firm’s edge: Judgment backed by experience. Our firm’s culture is built on five core values – client focused, stewardship, transparency, integrity and teamwork. Campbell Newman is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply a certain level of skill or training.

PS Capital Partners is a Private Equity Holding Firm located in Milwaukee, Wisconsin. With an "invest, build and hold"​ strategy, PS Capital Partners seeks investments in lower middle market manufacturing and processing businesses located in the Upper Midwest.

Securities and Investment Advisor Services offered through Woodbury Financial Services, Inc., Member FINRA, SIPC, and Registered Investment Advisor. Jasen Wealth Advisors LLC and Woodbury Financial Services, Inc., are not affliliated entities.

McCarthy Grittinger Financial Group (MG Financial Group) provides investment advisory and financial planning services for individuals and families. Our primary service is ongoing investment management that utilizes a financial planning approach. We may also provide general counsel to clients in the areas of financial, tax, retirement, insurance and estate planning. We serve individuals only – not institutions, endowments or retirement plans. We are an independent, fee-only, financial planning and investment advisory firm. Trust is paramount in our business and we take our fiduciary responsibility very seriously. MG Financial Group does not approve or endorse any third-party communications on this site.

Prepared & submitted account documents to custodians; resolved any issues. Set up one-time or systematic client distributions/deposits/journals. Assign tasks company-wide in CRM. Proofread/reviewed client meeting notes and summaries.

Nationally registered, fee-only advisory firm delivering peace of mind through client-focused financial life planning services including retirement planning, investment portfolio management, personal risk management, tax strategies and preparation, family dialogues, career asset management, elder life planning and more. For more than 30 years, FSG has provided integrated financial planning that aligns with your finances with your lives.

PECK ENTERPRISES, INC. is a company based out of 1703 W. MLK, FAYETTEVILLE, Arkansas, United States.

Next Level Private serves successful individuals like you who want to achieve financial independence and build fulfilling lives for yourself and your family. As an independent fiduciary, we act solely in your best interests. Our goal is to put you in a better financial position every day. We do it by providing goals-based planning, hands-on guidance, and access to personalized strategies for building success.

Review Services, Inc. (RSI) is an independent, fee only wealth management firm located in the greater Milwaukee area. The firm partners, Patricia A. Kiefer, CFP® and Tim A. Konicke, CFP®, bring 40 years of combined experience in comprehensive financial planning and investment management services. Providing our clients with sensible and unbiased financial planning solutions is our mission. Our goal is to assist in prioritizing and quantifying client financial goals, setting realistic expectations and implementing a disciplined and prudent investment and savings strategy to achieve those goals. Review Services Inc. helps our clients visualize, define and achieve their most important personal and financial goals. We believe an effective financial advisor relationship is built on a commitment to personal attention and superior customer service.

Retirement Plan Solutions'​ independent business model ideally positions us as advocates to the employers we serve. Our comprehensive service model assists employers in achieving retirement plan compliance and fiduciary standards, and assists employees in achieving the financial success they desire through their company retirement plans. -Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to "Contact Info"​ section above. Investment advice offered through Retirement Plan Solutions, a registered investment advisor and separate entity from LPL Financial. -Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. -The LPL Financial registered representatives associated with Retirement Plan Solutions may only discuss and/or transact business with residents of the following states: Illinois, Minnesota and Wisconsin https://www.finra.org/ https://www.sipc.org/