A complete list of active advisors currently associated with Alliance Wealth Management Milwaukee, Inc.

Warmer can help you find a great advisor at Alliance Wealth Management Milwaukee, Inc. or one who fits your needs even better.

Alliance Wealth Management Milwaukee, Inc. provides financial planning and investment consulting to a broad range of clients, including individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations and other business entities. The brochure lists specific services such as income and cash‑flow analysis, investment and life‑insurance reviews, estate and business succession planning, employee deferred‑compensation and stock‑option analysis, and delivery of written reports or ongoing consulting. The firm’s advice is non‑discretionary: it makes asset‑allocation and investment recommendations but leaves all investment decisions and trade execution to the client or the client’s chosen broker‑dealer. Fees for planning and consulting are negotiated as flat fees based on assets subject to services or, in limited circumstances, hourly rates, and the firm states that it does not provide discretionary portfolio management services. AWMMIL is a single‑advisor, owner‑held practice whose representatives also maintain registrations with Raymond James and related entities, with the brochure noting that approximately 80% of representatives’ time is spent on those affiliated activities. The firm notes it may receive sponsorship fees for seminars, and representatives may receive commissions for securities and insurance sales; it deducts advisory fees from custodied accounts (limited custody) and does not vote proxies on behalf of clients.

To learn more about the advisors currently working at Alliance Wealth Management Milwaukee, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.