Milwaukee Financial Advisors

Located off Exit 295/Hwy F in Ridgeview Corporate Park, the Financial Engines Advisor Center in Waukesha serves the areas of Menomonee Falls, Oconomowoc, New Berlin and Racine. Through a personalized investment plan, we can assist you with a 401(k) rollover to a professionally managed account, saving for a child’s education or developing a retirement strategy.

Office Location

N16W23217 Stone Ridge Drive
Suite 100
Waukesha, WI 53188
Map Office
Phone: (262) 717-0022
Fax: (262) 717-9579

Our Investment Advisors

Jim Collicott
Senior Vice President - Financial Planning
Craig Mottl
Senior Vice President - Financial Planning
Shannon Daly
Senior Vice President - Financial Planning

Our Team

Becky Weisnicht
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