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Retirement plan consulting in Milwaukee, WI

5 advisers in Milwaukee offering retirement plan consulting. Firms that report pension consulting services (Item 5.G(6)), often for small-business 401(k) plans.

All 5

Alpha Investment Consulting Group, LLC111 East Kilbourn Avenue, Suite 1600 · Milwaukee, WI 53202 · (414) 319-4100 · Flat / fixed feesCRD 139721 · % of assets, Fixed fees · $713.6 million AUMSEC registeredNo commissions reportedJohnson Wealth INC.555 East Wells Street, Suite 1900 · Milwaukee, WI 53202 · (414) 291-4500 · Financial planningCRD 125557 · % of assets, Fixed fees · $10.3 billion AUMSEC registeredNo commissions reportedKademian Financial Group INC330 E. Kilbourn Ave Ste 1465 · Milwaukee, WI 53202 · (414) 289-9925 · Hourly feesCRD 109459 · % of assets, Hourly charges, Fixed fees · $62.7 million AUMState registeredNo commissions reportedSimplicity Financial, LLC342 N Water Street, 6th Floor · Milwaukee, WI 53202 · (414) 207-6473 · Financial planningCRD 284578 · % of assets, Fixed fees, Other · $8.0 million AUMState registeredNo commissions reportedTidal Investments LLC234 West Florida Street, Suite 700 · Milwaukee, WI 53204 · (855) 843-2534 · Flat / fixed feesCRD 164201 · % of assets, Fixed fees · $45.8 billion AUMSEC registeredNo commissions reported