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Financial Companies

Links to some of the prominent firms in the industry, as well as, several of the better boutique investment managment firms:

  Web Link
  Link   Milwaukee County Deferred Compensation 457 Plan
  Link   Wisconsin Department of Employee Trust Funds
  Link   Thrift Savings Plan
  Link   IMCA Retirement Corp
  Link   Ivy Funds
  Link   BlackRock Funds
  Link   PIMCO
  Link   Nuveen
  Link   Fairholme Fund
  Link   Matthews Funds
  Link   Artisan Funds
  Link   Fidelity Advisor Funds
  Link   Oppenheimer Funds
  Link   American Funds
  Link   Franklin Templeton Funds
  Link   ING Funds
  Link   Heartland Funds
  Link   Highmark Funds
  Link   Parnassus Investments
  Link   Pax World Funds
  Link   Winslow Green Funds
  Link   CGM Funds
  Link   Jennison Funds
  Link   T. Rowe Price Funds
  Link   Masters Select Funds
  Link   Royce Funds
  Link   FPA Funds
  Link   Alger Funds
  Link   FMI Funds
  Link   UMB Scout Funds
  Link   GMO, LLC
  Link   Direxion Funds
  Link   Wisdom Tree
  Link   Powershares
  Link   Elements ETNs
  Link   Deutsche Bank Notes
  Link   iPath ETNs
  Link   Van Eck
  Link   Claymore
  Link   I Shares
  Link   ProShares
  Link   Rydex
  Link   Jackson National Life
  Link   ING Life & Annuity
  Link   Prudential
  Link   Pacific Life
  Link   The Hartford
  Link   Lincoln Benefit Life
  Link   Lincoln National
  Link   Allianz Life
 

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Bluemound Asset Management, LLC is a Wisconsin Registered Investment Advisor offering various fee-only services for financial planning, investment management, portfolio consulting, stock and option strategy, fixed income investing, pension income planning, 401k design for employers & 401k asset allocation for employees. 

Wisquote Insurance Services, LLC is an Independent Insurance Agency and Brokerage offering life insurance, health insurance, long term care insurance, medicare supplements, medicare advantage plans and disability insurance.

All information herein has been prepared solely for informational purposes and the basis for further discussion or consideration.  This site does not construe and is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or insurance plan.

We offer no legal or accounting advice.

Kirk Spano, 13500 Watertown Plank, Suite 202, Elm Grove, WI 53122  Telephone: 414-617-6669

Serving throughout Wisconsin, including, but not limited to: Milwaukee, Wauwatosa, Brookfield, West Allis, Madison, Sun Prairie, Watertown, Appleton, Green Bay, De Pere, Oshkosh, Fon Du Lac, Sheboygan, Neenah, Manitiwoc, West Bend, La Crosse, Eau Claire, Superior, Wausau, Stevens Point, Waukesha, Menomonee Falls, Germantown, Mequon, Cedarburg, Grafton, Whitefish Bay, Fox Point, Bayside, Shorewood, Glendale, Elm Grove, Brown Deer, Kenosha, Racine, Mount Pleasant, Caledonia, Bay View, Mukwonago, Burlington, East Troy, Waterford, Lake Geneva, Janesville, Beloit, South Milwaukee, Cudahy, Franklin, Oak Creek, New Berlin, Greenfield, Big Bend, Vernon, Muskego...