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M & I Financial AdvisorsFinancial advisor in Germantown, WI

M & I Financial Advisors is a financial advisor at W156N11150 Pilgrim Rd, Germantown, WI 53022. Open Monday to Saturday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Germantown, WI0 paid placements in any rankingHow we rank

Call (262) 253-6119

Key facts

Key facts about M & I Financial Advisors
AddressW156N11150 Pilgrim Rd, Germantown, WI 53022Get directions
Phone(262) 253-6119
HoursMonday to Thursday: 9 AM – 5 PM; Friday: 9 AM – 5:30 PM; Saturday: 9 AM – 12 PM

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category

Service area

Serves Germantown and 11 towns within 25 miles: Menomonee Falls, Mequon, Richfield, Cedarburg, Brown Deer, Sussex, Grafton, Glendale, Brookfield, Whitefish Bay and Wauwatosa.

Based in Germantown, WIView on map

Opening hours

Opening hours for M & I Financial Advisors
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5:30 PM
Saturday9 AM – 12 PM
SundayClosed
  • Open evenings — no
  • Open Saturdays
  • Open Sundays — no

Questions about M & I Financial Advisors

What are M & I Financial Advisors’ hours?

M & I Financial Advisors is open Monday to Saturday. Its listed hours are Monday to Thursday, 9 AM – 5 PM; Friday, 9 AM – 5:30 PM; Saturday, 9 AM – 12 PM. On Saturdays it is open 9 AM to 12 PM and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does M & I Financial Advisors serve?

Serves Germantown and 11 towns within 25 miles: Menomonee Falls, Mequon, Richfield, Cedarburg, Brown Deer, Sussex, Grafton, Glendale, Brookfield, Whitefish Bay and Wauwatosa. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

How do I contact M & I Financial Advisors?

Call M & I Financial Advisors on (262) 253-6119. The business is at W156N11150 Pilgrim Rd, Germantown, WI 53022. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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