Mccarthy Grittinger Financial Group, LLC

Mccarthy Grittinger Financial Group, LLC (CRD# 108931) is a financial advisory firm headquartered in Milwaukee, WI. They manage $389,816,442 in 788 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
125 South 84th Street, Suite 130, Milwaukee, WI 53214
https://www.linkedin.com/company/mccarthy-grittinger-financial-group-llc/
By the Numbers
  • Total Assets Under Management
    390
    MILLION
  • Total Number of Accounts
    788
    ACCOUNTS
  • Average Account Value
    $494,691
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IL, MN, NH, WI

Financial Advisors at Mccarthy Grittinger Financial Group, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Amy Finley, financial advisor Milwaukee WI
Amy L. Finley
CRD#: 4592276
125 S. 84th St., Suite 130, Milwaukee, WI 53214

Amy Finley (CRD# 4592276) is an Investment Advisor Representative working at Mccarthy Grittinger Financial Group, LLC in Milwaukee, WI and has over 22 years of experience in the finance industry.

2
Scott Grittinger, financial advisor Milwaukee WI
Scott D. Grittinger
CRD#: 2135193
One Honey Creek Corporate Center, 125 S 84th Street, Suite 130, Milwaukee, WI 53214

Scott Grittinger (CRD# 2135193) is an Investment Advisor Representative working at Mccarthy Grittinger Financial Group, LLC in Milwaukee, WI and has over 32 years of experience in the finance industry.

3
Jacob Hornak, financial advisor Milwaukee WI
Jacob T. Hornak
CRD#: 6983549
125 South 84th Street, Suite 130, Milwaukee, WI 53214

Jacob Hornak (CRD# 6983549) is an Investment Advisor Representative working at Mccarthy Grittinger Financial Group, LLC in Milwaukee, WI and has over 5 years of experience in the finance industry.

4
Matthew Miler, financial advisor Milwaukee WI
Matthew T. Miler
CRD#: 5294615
125 South 84th Street, Suite 130, Milwaukee, WI 53214

Matthew Miler (CRD# 5294615) is an Investment Advisor Representative working at Mccarthy Grittinger Financial Group, LLC in Milwaukee, WI and has over 17 years of experience in the finance industry.

5
Alicia Nordwig, financial advisor Milwaukee WI
Alicia A. Nordwig
CRD#: 5322234
125 South 84th Street, Suite 130, Milwaukee, WI 53214

Alicia Nordwig (CRD# 5322234) is an Investment Advisor Representative working at Mccarthy Grittinger Financial Group, LLC in Milwaukee, WI and has over 6 years of experience in the finance industry.

6
Jacqueline Schneider, financial advisor Milwaukee WI
Jacqueline A. Schneider
CRD#: 5279285
125 South 84th Street, Suite 130, Milwaukee, WI 53214

Jacqueline Schneider (CRD# 5279285) is an Investment Advisor Representative working at Mccarthy Grittinger Financial Group, LLC in Milwaukee, WI and has over 17 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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