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Milwaukee Area

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LOCAL EXPERTISE. ALL IN-HOUSE

About Creative Planning

Ranked #1 Independent Advisory Firm,* Creative Planning provides comprehensive, customized wealth management services. Meet with our wealth managers in the Milwaukee Area to learn how we are fiercely committed to helping you achieve your financial goals and enjoy a richer way to wealth.

*Barron’s 2017
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250 West Coventry Court Ste. 202 | Glendale, WI

Services Offered

Comprehensive Wealth Management
Investment Management
Tax Preparation & Planning
Trusts & Estate Planning

Financial Planning
Retirement Planning
Insurance
International Services

All services

Meet Your Team

...

Bryan O'Dell

Managing Director, Partner
...

Chad Fawcett, CFP®, MBA

Wealth Manager
...

Paula Hogan, CFP®, CFA®

Wealth Manager, Partner
...

Clint Wondra, CFP®, CPA/PFS

Wealth Manager, Partner
Stephanie Cooper, CFP®, MBA

Financial Planner
Thomas Meeker, CFP®

Financial Planner
Brett Basom, CPA

Tax
Noelle Caldwell

Tax
Keli Wike, CPA

Tax
Nick Page

Legal
Brian Williams

Legal
Kelsi Hunt

Operations

Get on the path to a more comprehensive, personalized approach to your wealth..

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Serving Clients Nationwide

50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021

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(866) 273-2848

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USA

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Request a Meeting

Thank you for your interest in Creative Planning!

Milwaukee Area