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Best Financial Advisors in Milwaukee, Wisconsin

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Best Financial Advisors in Milwaukee, Wisconsin

Becoming an increasingly popular location for tech companies and startups, Milwaukee has a large number of financial advisors that are as diverse as they are experienced. With Benzinga’s help, you don’t have to be experienced in finding the right person to manage your money. Bookmark this article to help you navigate and maintain your income, savings and more.

  • Best Robo-Advisor: M1 Finance
  • Best for Customized Portfolio Approach: KLCM Advisors
  • Best for Unique Investment Process: Sadoff Investment Management
  • Best Portfolio Analysis: Personal Capital
  • Best for High-Net-Worth Individuals: Campbell Newman Asset Management
  • Best for Finding Custom Financial Advisors: SmartAsset
  • Best for Family and Business Solutions: Wipfli Financial Advisors

Best For

  • Customizable Robo Investing

securely through M1 Finance’s website

Best Robo-Advisor: M1 Finance

M1 Finance is a robo-advisory money management platform. You can get recommendations based on your risk tolerance and goals. The platform allows you to customize your investments and buy fractional shares. 

M1 Finance offers a flexible line of credit that you can borrow when your balance reaches $10,000 or more. You can choose from 80 expertly-designed portfolio models and get low-cost ETFs and individual stocks. 

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The M1 Core account offers no trading commissions, no management fees, a free checking account and a 3.5% base rate for its portfolio line of credit. You can also get the upgraded account, M1 Plus, for $125 per year and receive additional benefits like 1% cash back on qualifying debit card purchases and 1% annual percentage yield (APY) checking.

Best for Customized Portfolio Approach: KLCM Advisors, Inc

KLCM is an advisory firm with more than 90 years of combined experience with individuals, families and institutions. The firm builds customized and flexible portfolios that incorporate individual equities and fixed-income securities. KLCM also offers planning and other advisory services.

  • Equity investment approach: The firm is focussed on preserving capital while earning attractive returns during a full-market and economic cycle.
  • Fixed-income approach: Offering a complete focus on your long-term needs, the firm primarily invests in high-quality, investment-grade securities that have limited volatility and stable income-generating characteristics.

KLCM ADVISORS, INC.

Best for Unique Investment Process: Sadoff Investment Management

Sadoff Investment Management is an independent fee-only investment advisor and is one of Wisconsin’s oldest advisory firms. 

Sadoff has an investment process that has been in place for over 40 years and survived up and down markets. The firm monitors the policies and actions of the Federal Reserve Board closely as it controls the money supply and interest rates.

Sadoff also owes its success to its stock selection methodology. The strategy involves buying individual stocks that are part of industries that break out after years of underperformance.

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SADOFF INVESTMENT MANAGEMENT LLC

Best For

  • High Net Worth Individuals

securely through Personal Capital’s website

Best Portfolio Analysis: Personal Capital

Personal Capital gives you the chance to view all your accounts at once to help manage your finances and keep track of spending. You can track a multi-asset portfolio with its free investment management tools.

If you think you need an advisor to manage your portfolio, Personal Capital offers managed services. You can avail this service if you have an account minimum balance of $100,000. Personal Capital’s advisors can also help you with tax optimization strategies and analyze your personal long- and short-term goals.

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Best for High-Net-Worth Individuals: Campbell Newman Asset Management, Inc

Campbell Newman is a 100% employee-owned, boutique investment management firm for high-net worth individuals and institutions. The firm offers 2 investment strategies — small-cap growth and large-cap dividend growth.

Small-cap growth strategy is capital appreciation-focused and invests exclusively in stocks of companies displaying profitability. Large-cap dividend growth strategy is total-return focused and invests exclusively in stocks of companies that have shown annual dividend increases in the past.

CAMPBELL NEWMAN ASSET MANAGEMENT INC

Best For

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  • Comparing Advisors

securely through SmartAsset’s website

Best for Finding Custom Financial Advisors: SmartAsset

Find the right financial advisor to prepare for your future. SmartAsset’s platform connects investors, soon-to-be-retirees and retirees with financial advisors from across the country. 

As the first comprehensive solution for easily and securely pairing investors with financial advisors, SmartAsset provides you with free and secure access to the financial advisor marketplace and sources advisors that are right specifically for you based on your location, assets and personal preferences. 

Answer a brief survey regarding your preparedness for retirement, investment style and contact information, so SmartAsset’s algorithm can match you with the best financial advisor for you.

Best for Family and Business Solutions: Wipfli Financial Advisors, LLC

Wipfli Financial Advisors has been around for more than 2 decades, helping more than 1,000 clients plan and invest in their financial aspirations. The firm provides financial solutions for individuals, families and businesses. 

  • Personal and family solutions: Whether you’re planning for retirement or for your child’s education, Wipfli helps you tackle those problems with services such as financial planning, investment advisory, insurance and family office.
  • Business solutions: Wipfli offers help for your employees to secure their financial future by designing a cost-effective company retirement plan. The firm also provides help with management advisory, insurance and risk management.

WIPFLI FINANCIAL ADVISORS, LLC

Find a Financial Advisor in Milwaukee

The best time to work with a financial advisor is now. They provide the guidance you need to achieve your financial goals and manage your investments. Be sure to communicate your concerns and doubts with your advisor; it’s in their best interest — and yours — that you have financial peace.

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Frequently Asked Questions

Q

Can financial advisors help mitigate debt?

A

Yes. Having debt is common and financial advisors are more than equipped to tackle such difficult situations. A financial advisor will take a careful look at your debts and will recommend how you can pay it off in the quickest way possible and also suggest lifestyle changes.

Q

Do financial advisors check your credit?

A

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No, they only check if it’s absolutely necessary.

Q

How can I research the background of my financial advisor?

A

You can look up an advisor on the U.S. Securities and Exchange Commission (SEC) website. Once you find the advisor, you can check if there are any disclosures to see if they have a clean disciplinary record.

Methodology

To determine the top financial advisors in Milwaukee, Wisconsin, we pored through all SEC-registered advisory firms who have an office in Milwaukee. To winnow down the list we only included advisors who are registered fiduciaries, have no past disclosures and have minimal personal conflicts of interest. To further break down the list to the true top advisors in the area, we gave weight to advisors that offer both investment management and planning, have no conflicts of interest, have offices in multiple states, have a wrap fee program and over $50 million in assets under management.

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Related content: BEST CHEAP CAR INSURANCE IN MILWAUKEE

Abdulrasheed Bawa

Nigerian President Barred From Extending Old Naira Banknote Demonetization Deadline

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Nigerian President Barred From Extending Old Naira Banknote Demonetization Deadline

With just a few days left before the old naira banknotes are demonetized on Feb. 10 as scheduled, a court in Nigeria has blocked the country’s president, Muhammadu Buhari, and the central bank governor, Godwin Emefiele, from further extending the deadline. Opponents of the central bank’s old naira demonetization plan have asked Buhari and Emefiele to extend the deadline again.

CBN Asked to Extend Demonetization Deadline Again

A Nigerian High Court recently issued a restraining order that stops the country’s president Muhammadu Buhari and the Central Bank of Nigeria (CBN) governor Godwin Emefiele from further extending the old naira demonetization deadline, a report has said. In the order, the court’s Eneojo Eneche reportedly said the duo, along with 27 commercial banks, must not extend or interfere “with the currency redesign terminal date of February 10 or issue any directive contrary to the February 10 date.”

According to a report, the restraining order was issued after four Nigerian political parties sought the court’s help in blocking the potential extension of the currency swap deadline by the central bank. As recently reported by Bitcoin.com News, the CBN extended the demonetization deadline from Jan. 31 to Feb. 10 in response to pleas by several pressure groups and politicians.

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Still, many people in Nigeria insist that the ten extra days extra are not enough and have lobbied for an even longer extension. Others like the governors of three Nigerian states — Kaduna, Kogi, and Zamfara — have filed an application with the country’s supreme court which seeks to stop the CBN from proceeding with the planned demonetization of the old naira banknotes. However, supporters of the CBN’s so-called currency redesign policy — including the Conference of Nigerian Political Parties (CNPP) — reportedly want the central bank to proceed as planned.

Naira Shortage Crisis

Meanwhile, another publication, Sahara Reporters, said President Buhari had recently discussed the new naira banknotes shortages with Emefiele and Abdulrasheed Bawa, the head of the Economic and Financial Crimes Commission (EFCC). The Nigerian leader also reportedly talked with the heads of Nigeria’s governor unions.

In addition to protests at banks, Nigerians opposed to the CBN’s naira policy have reportedly vandalized automated teller machines. Bank branches in some of the volatile regions in the country have been forced to halt operations.

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Terence Zimwara

Terence Zimwara is a Zimbabwe award-winning journalist, author and writer. He has written extensively about the economic troubles of some African countries as well as how digital currencies can provide Africans with an escape route.

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Image Credits: Shutterstock, Pixabay, Wiki Commons, ariyo olasunkanmi / Shutterstock.com

Disclaimer: This article is for informational purposes only. It is not a direct offer or solicitation of an offer to buy or sell, or a recommendation or endorsement of any products, services, or companies. Bitcoin.com does not provide investment, tax, legal, or accounting advice. Neither the company nor the author is responsible, directly or indirectly, for any damage or loss caused or alleged to be caused by or in connection with the use of or reliance on any content, goods or services mentioned in this article.

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aid

Cryptocurrency Exchanges Offer Assistance To Earthquake-Hit Turkey

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Cryptocurrency Exchanges Offer Assistance To Earthquake-Hit Turkey

Major crypto exchanges have offered to help the people of Turkey to overcome the consequences of this week’s devastating earthquake. While the crypto industry pledged support, the country’s financial authorities allowed the raising of relief funds through cryptocurrency donations for a charity organization.

Leading Exchanges Commit to Supporting the Victims of the Earthquake in Turkey

The global crypto trading sector has quickly reacted to the news of the deadly earthquake that brought destruction to parts of Turkey and the region. Over the past few years, the country became a growing crypto market and digital asset exchanges are now offering to help Turkish traders, their families, and neighbors in need.

Binance, the world’s largest trading platform for cryptocurrencies, announced on Tuesday it will airdrop $100 of BNB tokens to all of its users living in the most affected areas. The company said it will identify the customers that qualify based on proof of address and disperse a total of around $5 million. It also emphasized:

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Crypto transfers are now increasingly being used to deliver financial aid to disaster victims as they provide fast, low-cost, borderless, and transparent transactions.

Furthermore, Binance Charity is now accepting donations in several coins that will be converted to Turkish lira and sent to an NGO. “We hope that our efforts will bring some relief to those affected. We are also calling on our industry peers to once again come together to offer support in these times of crisis,” Binance founder and CEO Changpeng Zhao was quoted as saying.

Competitors like Huobi, Okx, Bybit, and others have promised to support Turkey as well. Okx will provide 1 million Turkish lira (over $53,000) in financial assistance for the victims of the natural disaster, according to a statement by its Chief Marketing Officer Haider Rafique. Bitget is donating the same amount of money.

Huobi CEO Justin Sun unveiled the establishment of a 2 million lira relief fund by the Tron exchange and blockchain in memory of those who lost their lives in the powerful earthquake. The death toll from the 7.8 magnitude tremor, which struck Southeastern Turkey and Western Syria on Monday, continues to rise and is already exceeding 9,000.

Coinex said in a Facebook post it’s ready to help people in both countries while Bitmex tweeted it will donate the proceeds of its trading competition this week to the Turkish Red Crescent. Bitfinex and Tether expressed their condolences and pledged 5 million lira towards immediate humanitarian aid and recovery efforts. They will also “seek ways to provide continued support towards helping Turkiye rebuild for the future.”

Our thoughts are with all the people who have been affected by the tragic Turkey-Syria earthquake today.

BitMEX will be donating the proceeds of this week’s Trading Competition to the @RedCrescent, and we encourage those who can donate to do the same. #GeçmişOlsunTürkiye

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— BitMEX (@BitMEX) February 6, 2023

Singapore-based crypto exchange Bybit announced it will send $100,000 to Turkey’s Disaster and Management Authority (AFAD). Meanwhile, the country’s Financial Crimes Investigation Board (MASAK) approved an initiative by a charity called Ahbap to raise donations in cryptocurrency, according to its founder, Turkish singer Haluk Levent. The campaign will continue until Feb. 13

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aid, Binance, Bitmex Bybit, Crypto, Crypto Donations, crypto exchange, crypto exchanges, Cryptocurrencies, Cryptocurrency, disaster, donations, Earthquake, Exchanges, financial support, humanitarian efforts, Huobi, Okx, Relief, support, Turkey, Turkish, Victims

Do you expect other companies from the crypto industry to join these exchanges in helping Turkey to deal with the disaster? Tell us in the comments section below.

Lubomir Tassev

Lubomir Tassev is a journalist from tech-savvy Eastern Europe who likes Hitchens’s quote: “Being a writer is what I am, rather than what I do.” Besides crypto, blockchain and fintech, international politics and economics are two other sources of inspiration.

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Disclaimer: This article is for informational purposes only. It is not a direct offer or solicitation of an offer to buy or sell, or a recommendation or endorsement of any products, services, or companies. Bitcoin.com does not provide investment, tax, legal, or accounting advice. Neither the company nor the author is responsible, directly or indirectly, for any damage or loss caused or alleged to be caused by or in connection with the use of or reliance on any content, goods or services mentioned in this article.

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3AC Co-Founder Kyle Davies Fails To Respond To Liquidators’ Subpoena Despite Twitter Delivery

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3AC Co-Founder Kyle Davies Fails To Respond To Liquidators’ Subpoena Despite Twitter Delivery

According to recent court filings, Kyle Davies, co-founder of the defunct cryptocurrency hedge fund Three Arrows Capital (3AC), has allegedly failed to respond to a subpoena from the firm’s current liquidators, despite it being sent via Twitter. Representatives from advisory company Teneo state that Davies continues to ignore his obligations to Three Arrows.

3AC Liquidators Frustrated With Lack of Response From Co-Founders

A recent filing submitted to the New York bankruptcy court states that Kyle Davies, co-founder of 3AC, is obstructing or disregarding requests from the 3AC Liquidation team. Additionally, according to representatives from advisory firm Teneo, Davies is accused of soliciting investors “shamelessly” for a new cryptocurrency project. On Jan. 5, 2023, the “3acliquidation” Twitter account served subpoenas to the 3AC founders via Twitter.

Lawyers and two representatives from Teneo explained in a court filing released Tuesday night that the liquidators have yet to receive a response from Davies. While the lawyers note that the 3AC founders are looking to start a new crypto project, the liquidators also mention that Davies has been active on social media. “He has not even attempted to reach out to undersigned counsel to voice an objection or concern with the topics of the subpoena. This is not a question of partial compliance, but of no compliance whatsoever,” the filing details.

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The liquidators add:

He is, without question, aware of the Subpoena … having been tagged in 41 replies and 64 retweets … and has, once again, chosen to ignore his duties to Three Arrows. All the while, Mr. Davies has continued to post on his Twitter account, openly ignoring the Court’s directives and enjoying media attention while he continues to thwart efforts by the Foreign Representatives to gain access to documents and information.

Liquidators have expressed frustration about their attempts to reach 3AC co-founders Su Zhu and Davies since the bankruptcy proceedings began. At the time, Zhu maintained that the pair has been communicating with all relevant authorities “from day one.” However, complaints from 3AC liquidators emerged shortly after the defunct cryptocurrency hedge fund filed for bankruptcy protection, using the Chapter 15 process to safeguard the company’s assets in the United States.

According to reports and an interview with Davies in November 2022, Davies is believed to be in Bali. During the interview, CNBC’s Becky Quick asked Davies if he was “in Bali because Indonesia is one of the seven countries that won’t extradite you to the United States.” Zhu’s location is thought to be either Singapore or the United Arab Emirates (UAE), but the exact location of either 3AC co-founder is uncertain as of writing.

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2023, 3AC, 3AC founders, advisory firm, Assets, bali, Bankruptcy Court, Becky Quick, Chapter 15 process, cnbc, co-founder, Communication, Complaints, Court Filing, Cryptocurrency Hedge Fund, defunct, duties, extradition, Indonesia, interview, Jan 5, Kyle Davies, liquidation team, liquidators, Media Attention, new crypto venture, new york, November 2022, Relevant authorities, Representatives, response, shamelessly, Singapore, soliciting investors, Subpoenas, Teneo, Three Arrows, Three Arrows Capital, Tuesday evening, Twitter, UAE, uncertain location, United States

What do you think of the allegations against Kyle Davies and the ongoing legal battle for Three Arrows Capital? Share your thoughts in the comments below.

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Jamie Redman

Jamie Redman is the News Lead at Bitcoin.com News and a financial tech journalist living in Florida. Redman has been an active member of the cryptocurrency community since 2011. He has a passion for Bitcoin, open-source code, and decentralized applications. Since September 2015, Redman has written more than 6,000 articles for Bitcoin.com News about the disruptive protocols emerging today.

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Disclaimer: This article is for informational purposes only. It is not a direct offer or solicitation of an offer to buy or sell, or a recommendation or endorsement of any products, services, or companies. Bitcoin.com does not provide investment, tax, legal, or accounting advice. Neither the company nor the author is responsible, directly or indirectly, for any damage or loss caused or alleged to be caused by or in connection with the use of or reliance on any content, goods or services mentioned in this article.

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