Professional

Mindy has been helping clients execute on their financial goals and dreams since 2002, when she started as a Financial Representative Intern.

She now leads, Wilke Wealth and Investment Planning, a firm geared towards helping physicians, medical professionals, business executives, and their families create a plan for safety, growth, and peace of mind in retirement.

She has clients in 38 states and holds CLU, WMCP, ChFC, RICP, CASL, CLF designations from the American College, as well as FINRA Series 6, 7, 9, 10, 26, 63 licenses.

Speaking and Educating:

Mindy’s passion for educating others has provided her opportunities to be a keynote speaker for large audiences and professional organizations, and be a guest on several podcasts.

In addition, she regularly speaks to resident, fellow, and physician groups, educating them on the importance of having a financial plan that is customized to their needs and goals.  

Mindy enjoys working with the parents and children of her clients, providing generational financial planning and awareness.

Recognitions:

  • 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

Associations

  • President Elect, Northwestern Mutual Professional Growth Association – 2021
  • Regional Chairperson, Physicians Nationwide – 2016-2020
  • Association of Marquette University Women

Education:

  • Bachelor of Finance, Marquette University

Community Involvement:

  • Strain for the Brain Run / Walk

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


Wilke Wealth & Investment Planning

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

 

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