Mccarthy Grittinger Financial Group, LLC

Mccarthy Grittinger Financial Group, LLC (CRD# 108931) is a financial advisory firm headquartered in Milwaukee, WI. They manage $217,321,023 in 700 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    217
    MILLION
  • Total Number of Accounts
    700
    ACCOUNTS
  • Average Account Value
    $310,459
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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.

IL, MN, NH, WI

Financial Advisors at Mccarthy Grittinger Financial Group, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Scott D. Grittinger
CRD#: 2135193
One Honey Creek Corporate Center, 125 S 84th Street, Suite 130, Milwaukee, WI 53214
96
Wealthminder
score

Scott Grittinger (CRD# 2135193) is an Investment Advisor Representative working at Mccarthy Grittinger Financial Group, LLC in Milwaukee, WI and has over 25 years of experience in the finance industry. Scott Grittinger 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
Matthew T. Miler
CRD#: 5294615
125 South 84th Street, Suite 130, Milwaukee, WI 53214
96
Wealthminder
score

Matthew Miler (CRD# 5294615) is an Investment Advisor Representative working at Mccarthy Grittinger Financial Group, LLC in Milwaukee, WI and has over 9 years of experience in the finance industry. Matthew Miler 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.

3
Jacqueline A. Schneider
CRD#: 5279285
125 South 84th Street, Suite 130, Milwaukee, WI 53214
96
Wealthminder
score

Jacqueline Schneider (CRD# 5279285) is an Investment Advisor Representative working at Mccarthy Grittinger Financial Group, LLC in Milwaukee, WI and has over 10 years of experience in the finance industry. Jacqueline Schneider 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.

4
Amy L. Finley
CRD#: 4592276
125 S. 84th St., Suite 130, Milwaukee, WI 53214
93
Wealthminder
score

Amy Finley (CRD# 4592276) is an Investment Advisor Representative working at Mccarthy Grittinger Financial Group, LLC in Milwaukee, WI and has over 14 years of experience in the finance industry.

5
John T. McCarthy
CRD#: 2176787
125 S. 84th St., Suite 130, Milwaukee, WI 53214
93
Wealthminder
score

John McCarthy (CRD# 2176787) is an Investment Advisor Representative working at Mccarthy Grittinger Financial Group, LLC in Milwaukee, WI and has over 25 years of experience in the finance industry.

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