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.

06/17/2026

The right financial plan makes it easier to feel confident about what’s next. I can help you put one together that would impress any dad.

The future of the financial planning industry is shifting; and we’re paying attention.We’re proud to have had Private We...
06/16/2026

The future of the financial planning industry is shifting; and we’re paying attention.

We’re proud to have had Private Wealth Advisor and Founder of Wilke Wealth & Investment Planning, Mindy Wilke, attend the Forbes & SHOOK Research Top Women Advisor Summit. Through conversations with women advisors across the country, she brought back meaningful insights into where firms are thriving and where opportunities lie. A clear theme emerging across those discussions was the number of advisors nearing retirement without a defined succession plan, alongside the continued rise of women in the industry who remain underrepresented in leadership and ownership roles.

At the same time, firms that are prioritizing development, culture, and long-term opportunity are setting themselves apart. We’re grateful to be part of these conversations and even more energized to put these insights into action as we continue to grow.

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

Big market headlines can create questions for clients. In this week’s commentary, Northwestern Mutual Wealth Management ...
06/16/2026

Big market headlines can create questions for clients. In this week’s commentary, Northwestern Mutual Wealth Management CIO Brent Schutte looks at the SpaceX IPO, inflation, and the Fed—and why long-term discipline still matters when markets get noisy. https://www.northwesternmutual.com/life-and-money/markets-rally-as-investors-watch-inflation-the-fed-and-spacex-ipo-markets-northwestern-mutual/?utm_source=facebook&utm_medium=organic_social&utm_campaign=marketcommentary&utm_content=mc_weekly_field&utm_term=markets-rally&agentid=088054

Planning for their future doesn’t have to wait. I can help steer your family towards happily ever after. Let’s get start...
06/15/2026

Planning for their future doesn’t have to wait. I can help steer your family towards happily ever after. Let’s get started.

We had an absolute blast stepping away from the office and heading out together for a Banana Ball game! 🍌⚾From the first...
06/15/2026

We had an absolute blast stepping away from the office and heading out together for a Banana Ball game! 🍌⚾
From the first pitch to the final inning, the energy was nonstop-full of exciting plays, hilarious moments, and unforgettable entertainment. It was the perfect way to connect outside the workplace and enjoy some well-deserved fun together.
Experiences like this remind us how important it is to build strong relationships and celebrate the moments that bring us closer as a team. 💛
Already looking forward to the next outing!

We are pleased to announce the launch of our newly redesigned website for Wilke Wealth & Investment Planning!This update...
06/11/2026

We are pleased to announce the launch of our newly redesigned website for Wilke Wealth & Investment Planning!

This updated platform reflects our continued commitment to providing an exceptional experience for our clients and visitors. The site offers a more comprehensive look at our firm, including an introduction to our growing team and insights into the expertise that supports our clients every day. It also features the latest articles and perspectives on industry developments and trends, helping you stay informed in an evolving financial landscape.

In addition, our improved website provides a more detailed overview of the services we offer, along with a closer look at our investment strategies designed to align with each client’s unique goals. With an enhanced, user-friendly interface, navigating the site is now more seamless and intuitive than ever before.

We invite you to explore the new experience and learn more about how we can support your financial journey by visiting wilkewealth.com.

06/10/2026

Let me help you get the right financial plan in place, so the big stuff AND the little stuff feel lighter. Let’s get started on yours today.

Strong jobs data may sound like good news—but with inflation still sticky, markets may see it differently. Brent Schutte...
06/09/2026

Strong jobs data may sound like good news—but with inflation still sticky, markets may see it differently. Brent Schutte, chief investment officer of Northwestern Mutual Wealth Management, breaks down what investors should know. https://www.northwesternmutual.com/life-and-money/strong-economic-data-and-sticky-inflation-raise-fed-concerns-northwestern-mutual/?utm_source=facebook&utm_medium=organic_social&utm_campaign=marketcommentary&utm_content=mc_weekly_field&utm_term=strong-economic-data&agentid=088054

I can help make sure your budget is ready for a new house or condo. Reach out so you can go house hunting with confidenc...
06/08/2026

I can help make sure your budget is ready for a new house or condo. Reach out so you can go house hunting with confidence. http://spr.ly/6186BBGFlE

We had a great time hosting FOX6's Bret Lemoine at Wilke Wealth this week as we highlighted the findings from NM’s 2026 ...
06/06/2026

We had a great time hosting FOX6's Bret Lemoine at Wilke Wealth this week as we highlighted the findings from NM’s 2026 Planning & Progress Study. One of the most powerful moments was seeing generational wealth planning come to life-showcasing how thoughtful financial planning can help families support one another while building long-term financial security. From budgeting and emergency savings to homeownership and wealth transfer strategies, doing things the right way today can create opportunities for generations to come.
Looking forward to seeing the final story air on FOX6 News Milwaukee June 18th at 9pm.

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

Website

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