Financial Planning Association
  • Consumers 
  • Financial Professionals 
  • Home
  • Life Goals
  • Life Crisis
  • Find a Planner
  • Tools & Resources
  • What is Financial Planning?
  • About FPA
 
  • Search Financial Planners
  • How to Use 'Find a Planner'
  • Benefits of Using a Planner
  • Choosing a Planner
  • How Planners Charge
  • What to Bring to a Meeting with a Planner

Why Use This Tool?

FPA PlannerSearch Participants:

  • Are FPA members in good standing
  • Are CERTIFIED FINANCIAL PLANNER™ professionals
  • An RIA or bank affiliate
  • Adhere to FPA's Code of Ethics
  • Abide by the FPA Standard of Care

Home > Financial Planner Directory > Wisconsin > Milwaukee
PlannerSearch logo
Find the Certified Financial Planner™
Who's right for you.
Milwaukee Personal Financial Planning
Arthur S. Rothschild, CFP®
Michael J. Jungen, CFP®
Kathleen Dougherty-Klein, CFP®
Kevin P. Ellis, CFP®, CPA
John J. Barrett, Sr., CFP®, CLU®, ChFC®,
Scott D. Grittinger, CFP®
Robert Schneider, CFP®
Paula H. Hogan, CFP®, CFA
Jose R. Freyre, MBA, CFP®
Jason R. Miller, CFP®
Kenneth E. Karr, CFP®
Alan Moore, MS, CFP®
Christine T. Jedrzejewski, CFP®
Mark J. Homan, CFP®
Jay A. Czarapata, CFP®
Laura S. Barry, CFP®
Mark P. Zalewski, CFP®
Michael R. Taylor, CFP®, CRPC®
George H. Mathes, CFP®, MBA
Craig R. Pluta, CFP®
John R. Chandler, CFP®
Matthew T. Miler, CFP®, CPA
Jason S. Lacey, CFP®
William M. Perry, CFP®, CIMA
Jacqueline A. Schneider, CFP®
Aaron V. Cross, CPA, CFP®
Chad A. Thistle, CFP®
Maureen L. McCabe, CLU,ChFC,CFP®,CEBS,

 

Terms of Use|Glossary|Provide Feedback

  • Copyright © 2012 FPA All rights reserved
  • Financial Planner Directory
  • Press Room
  • Partners
  • Disclaimers
  • Privacy Policy
  • Contact Us