Top 30 Investment Management Companies in Milwaukee

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Below is the list of Top 30 Investment Management Companies in Milwaukee ranked based on company size, client reviews, services, and awards.

Investment Management Companies in Milwaukee

1. Artisan Partners

Industry: Investment Management

Location: Milwaukee, Wisconsin

Website: artisanpartners.com

Company Founded: 1994

Company Size: 201-500

Company Address: 875 East Wisconsin Avenue, Milwaukee, Wisconsin, United States

Artisan Partners Contact Details

Name Title LinkedIn Phone Email
Linnea Bielinski Settlement Specialist
Sara Boyle Human Capital Leader
Rod Brower Head Of Esg Integration
Nick Kummer Director â Midwest Region | Intermediary Client Services
Jay Warner Associate Portfolio Manager
Scott Nelson Director - National Accounts
Mary Haag Associate
Requires/Intent and 106 more Employees
IT Support
Mobile App Development
HR & Payroll Services
Sales
Legal
and more

2. Fiduciary Management, Inc. (fmi)

Industry: Investment Management

Location: Milwaukee, Wisconsin

Website: fiduciarymgt.com

Company Founded: 1980

Company Size: 11-50

Company Address: 100 East Wisconsin Avenue, Milwaukee, Wisconsin, United States

Fiduciary Management, Inc. (fmi) Contact Details

Name Title LinkedIn Phone Email
Bladen Burns Partner
Mike Stanley Partner
Carrie Nichols Vice President - Client Service
Ryan Ladwig Operations And Compliance Officer
Drew Peterson Vice President - Client Service
Alexandra Syvrud Client Service Associate
Jessica Taske Vice President - Administration
Requires/Intent and 6 more Employees
Cybersecurity Solutions
Digital Marketing
and more

3. Heartland Advisors, Inc.

Industry: Investment Management

Location: Milwaukee, Wisconsin

Website: heartlandadvisors.com

Company Founded: 1983

Company Size: 11-50

Company Address: 790 North Water Street, Milwaukee, Wisconsin, United States

Heartland Advisors, Inc. Contact Details

Name Title LinkedIn Phone Email
Nicole Best Senior Vice President, Chief Financial Officer And Chief Administrative Officer
Colin Mcwey Portfolio Manager
Bill Nasgovitz Chairman, Chief Information Officer And Portfolio Manager
Troy Mcglone Vice President And Portfolio Manager
Pat Dowling Vice President - Information Systems
Erin Turtenwald Corporate Controller
Linda Lorenz Portfolio Accounting Manager
Requires/Intent and 5 more Employees
AI
Cloud Hosting
Digital Asset & Cryptocurrency Investment
Global Market Trend Analysis
Technology
and more

4. Landaas & Company

Industry: Investment Management

Location: Milwaukee, Wisconsin

Website: landaas.com

Company Founded: 1984

Company Size: 11-50

Company Address: 411 East Wisconsin Avenue, Milwaukee, Wisconsin, United States

Landaas & Company Contact Details

Name Title LinkedIn Phone Email
Brian Kilb Senior Vice President
Dave Sandstrom Vice President
Steven Giles Vice President At Landaas And Company
Tom Pappenfus Investment Advisor
Mike Hoelzl Registered Representative
Lauren Neese Executive Assistant
Arthur Rothschild Vice President
Requires/Intent and 16 more Employees
IoT
M&A Advisory
and more

5. Woodgreen Advisors

Industry: Investment Management

Location: Milwaukee, Wisconsin

Website: woodgreenadvisors.com

Company Founded: 2017

Company Size: 1-10

Company Address: 6677 North Sidney Place, Milwaukee, Wisconsin, United States

Woodgreen Advisors Contact Details

Name Title LinkedIn Phone Email
Kilby Williamson Managing Partner
Requires/Intent
Compliance & Risk Management
ERP Solutions
and more

6. Northwest Passage Capital Advisors

Industry: Investment Management

Location: Milwaukee, Wisconsin

Website: nwpcapital.com

Company Founded: 2013

Company Size: 1-10

Company Address: 172 North Broadway, Milwaukee, Wisconsin, United States

Northwest Passage Capital Advisors Contact Details

Name Title LinkedIn Phone Email
Michael Mcguire Partner
Rocio Diaz Investment Analyst And Trader
Murph Devane Analyst
Requires/Intent
IPO Advisory
Cloud Hosting
Software Development
Market Research
and more

7. Jacobus Wealth Management

Industry: Investment Management

Location: Milwaukee, Wisconsin

Website: jwmfamilyoffices.com

Company Size: 51-200

Company Address: 2323 North Mayfair Road, Milwaukee, Wisconsin, United States

Jacobus Wealth Management Contact Details

Name Title LinkedIn Phone Email
Nicholas Wilson Vice Chairman
Nick Wilson Managing Director
Peter Bach Chairman And Chief Executive Officer
Stephanie Stein Administrative Manager
Requires/Intent
Robo-Advisors & AI Trading
Alternative Investment Consulting
and more

8. Marietta Investment Partners, Llc

Industry: Investment Management

Location: Milwaukee, Wisconsin

Website: mariettallc.com

Company Founded: 2000

Company Size: 1-10

Company Address: 100 East Wisconsin Avenue, Milwaukee, Wisconsin, United States

Marietta Investment Partners, Llc Contact Details

Name Title LinkedIn Phone Email
Jacob Harley Private Wealth Management - Equity Research Intern
Mary Allmon Portfolio Manager
Lori Brook Partner
Lori Brook Operations Manager
John Evans Founder And Managing Partner
Robert Pieters Marketing Representative
Requires/Intent
Smart Contracts For Investment
IT Support
and more

9. Corporate Group, Inc.

Industry: Investment Management

Location: Milwaukee, Wisconsin

Website: corporategroupinc.com

Company Founded: 1933

Company Size: 1-10

Company Address: 7123 West Calumet Road, Milwaukee, Wisconsin, United States

Corporate Group, Inc. Contact Details

Name Title LinkedIn Phone Email
Bill Gebhardt President And Chief Executive Officer
Shelley Mcgrew Marketing Manager At Corporate Group Inc
Nathan Allerheiligen Chief Financial Officer At Corporate Group Inc | Top-level Executive | Cash Flow And Financial P
Pattie Paluczak Executive Assistant
Requires/Intent
Institutional Asset Management
Global Market Trend Analysis
ESG Investing & Impact Analysis
Financial Management
and more

10. Tower View Investment Management

Industry: Investment Management

Location: Milwaukee, Wisconsin

Website: tower-view.com

Company Founded: 1999

Company Size: 1-10

Company Address: 1660 North Prospect Avenue, Milwaukee, Wisconsin, United States

Tower View Investment Management Contact Details

Name Title LinkedIn Phone Email
Amanda Robl Chief Operating Officer
Raman Ghei Managing Director
Requires/Intent
CRM Systems
SEO
and more

11. Broadview Advisors, Llc

Industry: Investment Management

Location: Milwaukee, Wisconsin

Website: broadviewadvisors.com

Company Size: 11-50

Company Address: 100 East Wisconsin Avenue, Milwaukee, Wisconsin, United States

Broadview Advisors, Llc Contact Details

Name Title LinkedIn Phone Email
Angie Pingel General Counsel And Chief Compliance Officer
Paul Baures Director Of Operations
Owen Hill Vice President
Glenn Primack Executive Vice President
Requires/Intent
Cybersecurity Solutions
Institutional Asset Management
Digital Marketing
Financial Due Diligence
and more

12. Mosaic Financial Group

Industry: Investment Management

Location: Milwaukee, Wisconsin

Company Size: 1-10

Company Address: 100 East Wisconsin Avenue, Milwaukee, Wisconsin, United States

Mosaic Financial Group Contact Details

Name Title LinkedIn Phone Email
Soo Schreiber Associate Wealth Management Advisor
Amy Bernstrom Associate Wealth Management Advisor
Requires/Intent
Technology
AI-Based Credit Risk Assessment
Financial Management
and more

13. Geneva Capital Management Ltd

Industry: Investment Management

Location: Milwaukee, Wisconsin

Website: gcmltd.com

Company Size: 11-50

Company Address: 250 East Wisconsin Avenue, Milwaukee, Wisconsin, United States

Geneva Capital Management Ltd Contact Details

Name Title LinkedIn Phone Email
Ashley Ditmarsen Senior Equity Research Analyst
Katie Angel Senior Marketing And Proposal Specialist
Requires/Intent
High-Frequency Trading Solutions
Customer Relationship Management
Portfolio Management Solutions
IoT
ESG Investing & Impact Analysis
and more

14. M2 Blue Capital Co

Industry: Investment Management

Location: Milwaukee, Wisconsin

Website: m2blue.co

Company Founded: 2020

Company Size: 1-10

M2 Blue Capital Co Contact Details

Name Title LinkedIn Phone Email
Matt Francis Head Coach
Requires/Intent
Private Wealth Management
Investor Relations & Reporting
and more

15. Global Value Investment Corp.

Industry: Investment Management

Location: Milwaukee, Wisconsin

Website: gvi-corp.com

Company Founded: 2007

Company Size: 1-10

Company Address: 1433 North Water Street, Milwaukee, Wisconsin, United States

Global Value Investment Corp. Contact Details

Name Title LinkedIn Phone Email
Tom Molosky Vice President - Investment Advisory
Kathy Geygan Vice President And Public Relations
Requires/Intent
Alternative Investment Consulting
Sales
Predictive Analytics
IPO Advisory
and more

16. Warden Wealth Management

Industry: Investment Management

Location: Milwaukee, Wisconsin

Website: wardenwealth.com

Company Founded: 2008

Company Size: 1-10

Warden Wealth Management Contact Details

Name Title LinkedIn Phone Email
Tom Warden President
Requires/Intent
Web Development
IoT
AI-Based Credit Risk Assessment
E-commerce Integration
and more

17. Thompson Im Funds, Inc.

Industry: Investment Management

Location: Milwaukee, Wisconsin

Company Founded: 1987

Company Size: 11-50

Company Address: P/o Box 701, Milwaukee, Wisconsin, United States

Thompson Im Funds, Inc. Contact Details

Name Title LinkedIn Phone Email
Sarah Baumgartner Assistant Secretary
Requires/Intent
Branding
IPO Advisory
Financial Due Diligence
HR & Payroll Services
and more

18. Operose Partners

Industry: Investment Management

Location: Milwaukee, Wisconsin

Website: operosepartners.com

Company Founded: 2017

Company Size: 1-10

Company Address: 735 North Water Street, Milwaukee, Wisconsin, United States

Operose Partners Contact Details

Name Title LinkedIn Phone Email
Kristin Stanek Director
Beth Raduenz Office Manager
Requires/Intent
Investor Relations & Reporting
ERP Solutions
Compliance & Risk Management
Web Development
Alternative Investment Consulting
and more

19. Diversified Management Inc.

Industry: Investment Management

Location: Milwaukee, Wisconsin

Website: diversifiedmanagement.com

Company Size: 1-10

Company Address: 222 East Erie Stree, Milwaukee, Wisconsin, United States

Diversified Management Inc. Contact Details

Name Title LinkedIn Phone Email
Kylee Paradowski Associate Advisor
Requires/Intent
Financial Management
Cloud Hosting
IT Support
and more

20. Algiq

Industry: Investment Management

Location: Milwaukee, Wisconsin

Website: algiq.com

Company Founded: 2011

Company Size: 201-500

Company Address: 250 West Wisconsin Avenue, Milwaukee, Wisconsin, United States

Algiq Contact Details

Name Title LinkedIn Phone Email
Patrik Neuwirth Co-founder And Head Of Marketing
Requires/Intent
Legal
Cybersecurity Solutions
and more

21. Wisconsin Interscholastic Athletic Association

Industry: Investment Management

Location: Milwaukee, Wisconsin

Website: wiaawi.org

Company Size: 1-10

Company Address: 1939 South 108th Street, Milwaukee, Wisconsin, United States

Wisconsin Interscholastic Athletic Association Contact Details

Name Title LinkedIn Phone Email
Dave Bestul Wiaa Hockey Official
Requires/Intent
Software Development
Tax Optimization For Investments
and more

22. Legacy Capital Partners, Inc

Industry: Investment Management

Location: Milwaukee, Wisconsin

Website: legacycapitalpartners.net

Company Founded: 1972

Company Size: 1-10

Company Address: 1200 North Mayfair Road, Milwaukee, Wisconsin, United States

Legacy Capital Partners, Inc Contact Details

Name Title LinkedIn Phone Email
Jeff Brigman Executive Vice President, Secretary And Chief Compliance Officer
Requires/Intent
Cloud Hosting
Branding
Public Relations
Business Expansion
IoT
and more

23. Pennant Management, Inc.

Industry: Investment Management

Location: Milwaukee, Wisconsin

Website: pennantmanagement.com

Company Founded: 1992

Company Size: 51-200

Company Address: 11270 West Park Place, Milwaukee, Wisconsin, United States

Pennant Management, Inc. Contact Details

Name Title LinkedIn Phone Email
Jay Kaun Owner
Requires/Intent
Global Market Trend Analysis
Institutional Asset Management
AI Chatbots
and more

24. Dynasty

Industry: Investment Management

Location: Milwaukee, Wisconsin

Website: dynastyrei.com

Company Size: 1-10

Company Address: 1661 North Water Street, Milwaukee, Wisconsin, United States

Dynasty Contact Details

Name Title LinkedIn Phone Email
Janet Cryder Driver
Victor Chan Sociologist
Jessica Miller Account Manager
Jessica Miller Account Manager
Requires/Intent
ERP Solutions
Mobile App Development
Branding
ESG Investing & Impact Analysis
and more

25. Club Paragon

Industry: Investment Management

Location: Milwaukee, Wisconsin

Website: clubparagon.com

Company Size: 11-50

Company Address: 3578 South 108th Street, Milwaukee, Wisconsin, United States

Club Paragon Contact Details

Name Title LinkedIn Phone Email
Martin Pietruszynski Cook
Requires/Intent
Software Development
Legal
FinTech Solutions For Investment Firms
Business Expansion
and more
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Milwaukee Investment Management Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Linnea Bielinski Artisan Partners Settlement Specialist
2 Sara Boyle Artisan Partners Human Capital Leader
3 Rod Brower Artisan Partners Head Of Esg Integration
4 Nick Kummer Artisan Partners Director â Midwest Region | Intermediary Client Services
5 Jay Warner Artisan Partners Associate Portfolio Manager
6 Scott Nelson Artisan Partners Director - National Accounts
7 Mary Haag Artisan Partners Associate
8 Bladen Burns Fiduciary Management, Inc. (fmi) Partner
9 Mike Stanley Fiduciary Management, Inc. (fmi) Partner
10 Carrie Nichols Fiduciary Management, Inc. (fmi) Vice President - Client Service
11 Ryan Ladwig Fiduciary Management, Inc. (fmi) Operations And Compliance Officer
12 Drew Peterson Fiduciary Management, Inc. (fmi) Vice President - Client Service
13 Alexandra Syvrud Fiduciary Management, Inc. (fmi) Client Service Associate
14 Jessica Taske Fiduciary Management, Inc. (fmi) Vice President - Administration
15 Nicole Best Heartland Advisors, Inc. Senior Vice President, Chief Financial Officer And Chief Administrative Officer
16 Colin Mcwey Heartland Advisors, Inc. Portfolio Manager
17 Bill Nasgovitz Heartland Advisors, Inc. Chairman, Chief Information Officer And Portfolio Manager
18 Troy Mcglone Heartland Advisors, Inc. Vice President And Portfolio Manager
19 Pat Dowling Heartland Advisors, Inc. Vice President - Information Systems
20 Erin Turtenwald Heartland Advisors, Inc. Corporate Controller
21 Linda Lorenz Heartland Advisors, Inc. Portfolio Accounting Manager
22 Brian Kilb Landaas & Company Senior Vice President
23 Dave Sandstrom Landaas & Company Vice President
24 Steven Giles Landaas & Company Vice President At Landaas And Company
25 Tom Pappenfus Landaas & Company Investment Advisor
26 Mike Hoelzl Landaas & Company Registered Representative
27 Lauren Neese Landaas & Company Executive Assistant
28 Arthur Rothschild Landaas & Company Vice President
29 Kilby Williamson Woodgreen Advisors Managing Partner
30 Michael Mcguire Northwest Passage Capital Advisors Partner
31 Rocio Diaz Northwest Passage Capital Advisors Investment Analyst And Trader
32 Murph Devane Northwest Passage Capital Advisors Analyst
33 Nicholas Wilson Jacobus Wealth Management Vice Chairman
34 Nick Wilson Jacobus Wealth Management Managing Director
35 Peter Bach Jacobus Wealth Management Chairman And Chief Executive Officer
36 Stephanie Stein Jacobus Wealth Management Administrative Manager
37 Jacob Harley Marietta Investment Partners, Llc Private Wealth Management - Equity Research Intern
38 Mary Allmon Marietta Investment Partners, Llc Portfolio Manager
39 Lori Brook Marietta Investment Partners, Llc Partner
40 Lori Brook Marietta Investment Partners, Llc Operations Manager

Investment Management companies in different cities of Wisconsin

No. Industry Number of Contacts Download
1 Investment Management Companies in Madison 1725