Wilke Wealth & Investment Planning

Wilke Wealth & Investment Planning We bring customized fee-based wealth management and planning to medical and business professionals. Research and ranking provided by SHOOK Research.

Wilke Wealth is a financial planning firm based in the suburbs of Milwaukee, Wisconsin. With a nationwide client base across several industries, Wilke Wealth specializes in helping physicians, medical professionals, business executives, business owners, and their families execute on not only their goals and dreams, but to help build a plan for safety, growth, and peace of mind in retirement. We sp

ecialize in helping physicians, medical professionals, business executives, and business owners think through ideas and strategies unique to them:
• Managing school debt
• High income tax strategies
• Overcoming shorter time horizon to save for retirement after finishing training
• Investment planning & advisory services
• Other services include: Estate planning, optimization of insurance offerings, education planning for dependents, and multi-generational wealth management



Awards & Recognition
• Forbes Best-In-State Top Financial Security Professionals – 2022-2024*
• Women's Choice Award, WomenCertified Inc. – 2022-2024
• Northwestern Mutual Advisor of the Year – 2016-2023
• Face of Financial Planning, Milwaukee Magazine – 2017-2024
• Million Dollar Round Tables Club, Northwestern Mutual – 2012-2024
• Woman of Distinction, Milwaukee Magazine – 2019
• Featured Speaker, Women of Influence Symposium - 2019
• Voted Milwaukee’s Best Wealth Management Advisor – 2018
• NAIFA Quality Award Recipient, 2017
• Professional Growth and Achievement Award, Northwestern Mutual - 2014
• Woman of the Year, National Associate of Professional Women – 2012-2013


* Forbes Top Financial Security Professionals Best in State List (July 2024). Based upon data as of 12/31/2023. Northwestern Mutual and its advisors do not pay for placement on 3rd party rating lists, but do pay marketing fees to these organizations to promote the rating(s). Rankings and recognitions are no guarantee of future investment success.

👋Meet our Insurance Operations Associates, Kayla and Fran! Our team at Wilke Wealth collaborates to provide the best pos...
09/02/2026

👋Meet our Insurance Operations Associates, Kayla and Fran!

Our team at Wilke Wealth collaborates to provide the best possible service, and these two will be your go-to resources for the majority of your insurance questions. Whether you have questions about coverage, policy updates, or general insurance needs, they are here to help make the process as smooth and stress-free as possible. Their knowledge, responsiveness, and commitment to helping clients make them an invaluable part of the Wilke team. We are proud to have them supporting you every step of the way! ✨

Markets have been supported by resilient growth and enthusiasm around artificial intelligence, but the policy backdrop m...
09/01/2026

Markets have been supported by resilient growth and enthusiasm around artificial intelligence, but the policy backdrop may be changing. Northwestern Mutual Wealth Management Company Chief Investment Officer Brent Schutte explains why sticky inflation, higher debt costs and uncertainty around where AI-related gains ultimately land make diversification especially important. https://www.northwesternmutual.com/life-and-money/what-higher-interest-rates-could-mean-for-markets-northwestern-mutual/?utm_source=facebook&utm_medium=organic_social&utm_campaign=marketcommentary&utm_content=mc_weekly_field&utm_term=higher-interest-rates&agentid=088054

The best financial plans can weather even the worst economic storms. I can help you overcome uncertainty with confidence...
08/31/2026

The best financial plans can weather even the worst economic storms. I can help you overcome uncertainty with confidence. http://spr.ly/6180B1xnkK

What is it really like to work with Wilke Wealth?We're excited to share our new company video, offering an inside look a...
08/31/2026

What is it really like to work with Wilke Wealth?

We're excited to share our new company video, offering an inside look at who we are, how we serve our clients, and what makes the Wilke Wealth experience unique.

Whether you're planning for retirement, building wealth, protecting your family, or navigating life's financial milestones, our team is committed to helping clients make informed decisions with confidence.

If you have a parent, adult child, friend, family member, or colleague who may be looking for a financial advisor that puts their clients first, we encourage you to share this video with them and explore our newly refreshed website. We look forward to helping more individuals and families pursue their financial goals.

🎥 Watch the video:
https://youtu.be/pQn1zHbgQYQ?si=tM5ZT8UJWVH7gzki

🌐 Visit our website:
https://www.wilkewealth.com/

Learn more at the Northwestern Mutual website: https://www.northwes...

🎉 Three rankings. One incredible team. We're proud to recognize our founder, Mindy Wilke, on three Forbes 2026 lists, a ...
08/27/2026

🎉 Three rankings. One incredible team. We're proud to recognize our founder, Mindy Wilke, on three Forbes 2026 lists, a reflection of our commitment to excellence, innovation, and the people who make it all possible. Thank you to our employees, clients, and partners for being part of this achievement.

Here's to continuing to raise the bar. 🏆🏆🏆



Forbes Top Women Wealth Advisors Best-In-State Ranking Published 2/5/26. Data as of 6/30/25. No compensation provided for ranking. Licensing fees apply to use Forbes logo. Forbes Best In State Wealth Advisors Ranking Published April 2026. Data as of 6/30/25. No compensation provided for ranking. Licensing fees apply to use Forbes logo. Forbes Best In State Financial Security Professionals Ranking Published July 2026. Data as of 12/31/2025. No compensation provided for ranking. Licensing fees apply to use Forbes logo.

08/26/2026

Looking for peace, calm, clarity and more? It all comes with the right financial plan, and I can help you get started.

Join us for a party with a purpose!🍋We're excited to host Lemon Bash in support of Alex's Lemonade Stand Foundation, hel...
08/26/2026

Join us for a party with a purpose!🍋

We're excited to host Lemon Bash in support of Alex's Lemonade Stand Foundation, helping fund critical childhood cancer research and provide support for families facing childhood cancer.

On Thursday, September 10, join us at Centraal Grand Café & Tappery in Bay View for an afternoon of fun, community, and impact as we come together for an incredible cause.

🎉 Food & Drinks
🎶 Entertainment by DJ Shawna
🎁 Raffle & Auction Packages

Whether you're looking to enjoy a great event, connect with others, or make a difference, Lemon Bash offers something for everyone, all while supporting children and families affected by cancer.

🎟️ Purchase your tickets now before they sell out! With only 200 spots available, we encourage you to reserve your spot early.

📱 Scan the QR code in the image or register here: https://www.eventbrite.com/e/lemon-bash-alsf-fundraising-event-tickets-1997571849174?aff=oddtdtcreator

Together, let's turn lemons into hope. 💛

👋Meet Chris Ridgway, Financial Advisor, and our Strategic Partner*.Chris Ridgway has been helping clients pursue their g...
08/25/2026

👋Meet Chris Ridgway, Financial Advisor, and our Strategic Partner*.

Chris Ridgway has been helping clients pursue their goals as a financial advisor since 2018. Taking a curiosity-driven, holistic approach, Chris enjoys getting to know each client's unique story and helping turn their goals, hopes, and dreams into reality. Chris graduated from the University of Wisconsin-Oshkosh with a degree in Marketing, with an emphasis in Sales and Finance. He combines his education and experience with a genuine desire to help clients create meaningful financial plans that align with what matters most to them. Outside of work, Chris enjoys spending time with his wife, Sadie, raising their three boys who are their greatest source of motivation and the "why" behind everything they do.

Chris works with our clients to provide specialized financial guidance and support. While he serves as an extension of our team, we remain actively involved throughout the process to ensure a seamless and personalized client experience.

*Chris Ridgway and Mindy Wilke maintain separate financial representative practices, but frequently collaborate as Northwestern Mutual colleagues. View detailed disclosures for Chris Ridgway at http://chrisridgway.nm.com?utm_source=facebook&utm_content=_&agentid=088054.

Youth sports are a big investment—and not always in the ways you might expect. Before the next season starts, it’s worth...
08/24/2026

Youth sports are a big investment—and not always in the ways you might expect. Before the next season starts, it’s worth understanding the full financial picture. http://spr.ly/6180BELq0s

Address

9130 W Loomis Road Ste 1000
Franklin, WI
53132

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Alerts

Be the first to know and let us send you an email when Wilke Wealth & Investment Planning posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Wilke Wealth & Investment Planning:

Share