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Wintrust Wealth ManagementFinancial advisor in Menomonee Falls, WI

Wintrust Wealth Management is a financial advisor at N72 W13435 Jacob Ln, Menomonee Falls, WI 53051.

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.

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Key facts

Key facts about Wintrust Wealth Management
AddressN72 W13435 Jacob Ln, Menomonee Falls, WI 53051Get directions
Phone(262) 901-2965
Websitewintrustwealth.com

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Wealth Managementbusiness name

Service area

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

Based in Menomonee Falls, WIView on map

Questions about Wintrust Wealth Management

What areas does Wintrust Wealth Management serve?

Serves Menomonee Falls and 11 towns within 25 miles: Mequon, Brown Deer, Germantown, Brookfield, Glendale, Sussex, Wauwatosa, Whitefish Bay, Richfield, West Allis and Shorewood. 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 Wintrust Wealth Management?

Call Wintrust Wealth Management on (262) 901-2965. The business is at N72 W13435 Jacob Ln, Menomonee Falls, WI 53051. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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