Melinda Wilke

Founder & Private Wealth Advisor

Wilke Wealth & Investment Planning

9130 W Loomis Rd, Suite 1000
Franklin, WI 53132

: 414-856-3060

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Wilke Wealth is committed to empowering physicians, professionals, executives, and families nationwide to transform their aspirations into reality.

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, KS, KY, ME, MD, MA, MI, MN, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WV, WY, WI

We equip women with clarity, education, and strategic planning to help turn uncertainty into empowerment with their finances based on their goals. - Melinda Wilke

Our Practice

Wilke Wealth is committed to empowering physicians, professionals, executives, and families nationwide to transform their aspirations into reality. Our expertise lies in designing innovative and holistic roadmaps that guarantee financial safety, stimulate growth, and ensure enduring peace of mind. With a focus on secure and fulfilling retirement, we help clients navigate their financial journey with confidence and clarity, achieving their life’s goals.

Services Offered and Area of Focus

Financial Planning
Generational Planning
Retirement Income Planning
Educational Planning
Business Planning
Physician Planning
Wealth Management

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Disclosures

Broker: Northwestern Mutual
Term: 12/11/2025 - 12/31/2026

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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.

Women’s Choice Award 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. Self-completed surveys were used for qualification.