Melinda Wilke, CFP®, WMCP®, RICP®, CLU®, ChFC®  and her team have built a national practice across several industries helping physicians, medical professionals, business executives, and their families execute on their goals and dreams and provide a plan for safety, growth, and peace of mind in retirement.

Focus on Physicians, Medical Professionals, and Business Executives

Specialization in helping physicians, medical professionals, and business executives 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

Our Mission

Our mission is to bring customized wealth management and financial planning. We help our clients:

  • Execute on goals and dreams
  • Create customized retirement solutions that serve as the roadmap to retirement
  • Transfer knowledge so clients can make informed decisions

Many people look back on their lives with regret: not for the things they have done, but for the things they left undone. Our team can help provide the right solutions at the right time. Love your wealth!

Mindy Signature

Our Approach to Wealth Management

Watch our video to learn more about how we help our clients execute on their goals and dreams. 

 

Our TEAM In the News

The Shift

Melinda Wilke joins the Milwaukee Business Journal Podcast to talk about life insurance in your 20’s vs your 50’s. Listen to podcast.

The Shift

As a 2020 Groundbreaker Award Recipient, Melinda Wilke paves the way for other women to enter the Financial Services Industry. She focuses on building confidence and helping others execute on their goals and dreams.

The Shift

Melinda Wilke NEWaukee's The Shift 2020 women's speaker series centered on defining and fueling women’s career trajectories.

Woman of Distinction

A Woman of Distinction, Melinda Wilke Wealth is featured in Milwaukee Magazine's 2019 special section featuring female business owners, financial and spiritual leaders, health care professionals, entrepreneurs, philanthropists and all-around glass-ceiling breakers!

Our team celebrated at 2019 Faces of Milwaukee Event to celebrate many accomplishments in the community and to show our gratitude for their support of our magazine.


Listen to This


Education for You


Awards & Recognition

  • Northwestern Mutual Advisor of the Year – 2016-2020
  • Face of Financial Planning, Milwaukee Magazine – 2017-2020
  • Million Dollar Round Tables Club, Northwestern Mutual – 2012-2020
  • 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
Magazine

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, April 2019 1
  • Highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1 ©2017-2019 and TM, NerdWallet, Inc. All Rights Reserved.

2 A.M. Best Company, A++ (highest), May 2019; Fitch Ratings, AAA (highest), May 2019; Moody's Investors Service, Aaa (highest), September 2018; S&P Global Ratings, AA+ (second highest), June 2019. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3 Measured by 2018 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, May 2019.

Melinda Wilke, CFP®, WMCP®, RICP®, CLU®, ChFC®
Wealth Management Advisor


Wilke Wealth & Investment Planning

  • Office 414-856-3060
  • Fax 414-885-3503

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Here are some questions about what you’re expecting for your golden years to review with your partner to make sure you’re on the same page. Read more.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck