Melinda Wilke

Wilke Wealth & Investment Planning

9130 W Loomis Rd, Suite 1000
Franklin, WI 53132

: 414.856.6030

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Specialization in helping physicians, medical professionals, and business executives think through ideas and strategies unique to them.

Certifications & Licenses:

CFP^®, CLU^®, WMCP^®, ChFC^®, RICP^®, CASL^®, CLF^®

States where licensed: States where licensed: AL, AK, AR, AZ, CA, CO, CT, DC, FL, GA, ID, IL, IN, IA, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WV, WI

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! - Melinda Wilke

Our Practice

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
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

Services Offered and Area of Focus

Financial Planning
Wealth Management
Generational Planning
Educational Planning
Retirement Income Planning

Find Us

Disclosures

Broker: Northwestern Mutual
Term: 12/19/2023 - 12/31/2025

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DISCLOSURE Information

The Women’s Choice Award® Verified Financial Advisor program was created by WomenCertified Inc., the Voice of Women, to Simplify her life by doing the homework for her, which allows her to spend less time researching and struggling over choices in today’s cluttered marketplace and more time focusing on what really matters. When she chooses to work with a Women’s Choice Award® Verified Financial Advisor, she can be confident that she is choosing a thoroughly vetted advisor that caters to and understands the women's market. This is the first and only recognition program for well-qualified advisors who are committed to the women’s market. It was started in 2013.

Financial Advisors are Verified based on 17 objective criteria associated with providing quality service to women clients, such as educational and professional credentials, experience, and a favorable regulatory history, among other factors, including letters of validation and professional background checks. Financial advisors do not pay a fee to apply, be considered or qualify for the program. All qualified advisors are listed on womenschoiceaward.com. Once qualified, financial advisors may purchase additional marketing collateral such as licensed seal/badge usage, featured enhanced listing or additional promotional products. Verified advisors showing up in the featured listings on the site have paid a fee to appear there. The inclusion of a financial advisor within the WCA Verified Financial Advisor network should not be construed as an endorsement of the financial advisor by WomenCertified Inc. or its partners and affiliates and is no guarantee of quality of services provided to clients or future investment success.

Women’s Choice Award® Verified Financial Advisors represent less than 1% of financial advisors in the U.S. Advisors are verified on rolling basis throughout the year. Only self-completed surveys were used for qualification for 2024.