Melinda Wilke, CFP®, WMCP®, RICP®, CLU®, ChFC®
Melinda Wilke Purse Strings
Financial Planner

 

LOCATION
9130 W Loomis Rd Ste 1000
Franklin
Wisconsin
53132
United States
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PHONE
4148563060
EMAIL
melinda.wilke@nm.com
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Melinda Wilke, CFP®, WMCP®, RICP®, CLU®, ChFC®
Wealth Management Advisor
Wilke Wealth & Investment Planning
OVERVIEW OF SERVICES
  • 401K Planning
  • Asset Management
  • Investing
 
BIO

Our mission is to bring customized wealth management and financial planning. We help our clients:
• Execute on goals and dreams
• Create customized retirement solutions that serve as the road map to retirement
• Transfer knowledge so clients can make informed decisions

Many people look back on their lives with regret: not for the things they have done, but for the things they left undone. Our team can help provide the right solutions at the right time. Love your wealth!

THREE THINGS ABOUT ME
When I am not with my clients, I love to spend time with my family; husband Ryan and son Reid
CREDENTIALS
Certified Financial Planner (CFP), Retirement Income Certified Professional, Series 6,7,9,10,63,65,26, Wealth Management Certified Professional
EDUCATION
Marquette University (Bachelor Degree, Finance)




COMPLIANCE DISCLAIMER

Purse Strings is not a client of this financial professional or the financial professional’s Registered Investment Advisor firm. Purse Strings receives compensation from this financial professional for referring and introducing advisory clients to them. Compensation provides Purse Strings with an incentive to recommend this financial professional resulting in a material conflict of interest. Click here for additional information.

STATES SERVED
All 50 States
Virtual Appointments Available
SPECIALTIES:
  • Family Legacy Planning
  • Financial Planning
  • Legacy Planning
  • Wealth Protection
LANGUAGES SPOKEN:
English