Alliance Wealth Management Milwaukee, Inc.

Alliance Wealth Management Milwaukee, Inc. (CRD# 143387) is a financial advisory firm headquartered in Milwaukee, WI. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

WI

Financial Advisors at Alliance Wealth Management Milwaukee, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Donald R. Mathias
CRD#: 5756340
135 S. 84th Street, Suite 135, Milwaukee, WI 53214
96
Wealthminder
score

Donald Mathias (CRD# 5756340) is an Investment Advisor Representative working at Alliance Wealth Management Milwaukee, Inc. in Milwaukee, WI and has over 6 years of experience in the finance industry. Donald Mathias has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Craig R. Pluta
CRD#: 1316063
4650 W. Spencer St., Appleton, WI 54915
93
Wealthminder
score

Craig Pluta (CRD# 1316063) is an Investment Advisor Representative working at Alliance Wealth Management Milwaukee, Inc. in Appleton, WI and has over 22 years of experience in the finance industry.

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