Wilke Wealth & Investment Planning

Directions Website Contact the business

Wilke Wealth & Investment Planning We bring customized fee-based wealth management and planning to medical and business professionals. Research and ranking provided by SHOOK Research.

Wilke Wealth is a financial planning firm based in the suburbs of Milwaukee, Wisconsin. With a nationwide client base across several industries, Wilke Wealth specializes in helping physicians, medical professionals, business executives, business owners, and their families execute on not only their goals and dreams, but to help build a plan for safety, growth, and peace of mind in retirement. We specialize in helping physicians, medical professionals, business executives, and business owners think through ideas and strategies unique to them:
• 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



Awards & Recognition
• Forbes Best-In-State Top Financial Security Professionals – 2022-2024*
• Women's Choice Award, WomenCertified Inc. – 2022-2024
• Northwestern Mutual Advisor of the Year – 2016-2023
• Face of Financial Planning, Milwaukee Magazine – 2017-2024
• Million Dollar Round Tables Club, Northwestern Mutual – 2012-2024
• Woman of Distinction, Milwaukee Magazine – 2019
• Featured Speaker, Women of Influence Symposium - 2019
• Voted Milwaukee’s Best Wealth Management Advisor – 2018
• NAIFA Quality Award Recipient, 2017
• Professional Growth and Achievement Award, Northwestern Mutual - 2014
• Woman of the Year, National Associate of Professional Women – 2012-2013


* Forbes Top Financial Security Professionals Best in State List (July 2024). Based upon data as of 12/31/2023. Northwestern Mutual and its advisors do not pay for placement on 3rd party rating lists, but do pay marketing fees to these organizations to promote the rating(s). Rankings and recognitions are no guarantee of future investment success.

10/20/2026

Note to self, don’t let your money get in the way of next year’s new you. Reach out to me and we’ll make sure you’re set up to start the year off on the right financial foot.

Saving for your child’s education can feel overwhelming—but you don’t have to figure it out alone. A 529 plan can be a h...
10/20/2026

Saving for your child’s education can feel overwhelming—but you don’t have to figure it out alone. A 529 plan can be a helpful tool, and I can help you decide how it fits into your broader financial plan. http://spr.ly/6186BGU79a

10/15/2026

Want to find the right game plan for your finances (and still keep your nose)? I can help you build stability for your future and let go of what's not working. If that sounds nice, let’s chat.

Markets have continued to climb, but leadership has become more concentrated as investors weigh persistent inflation, hi...
10/15/2026

Markets have continued to climb, but leadership has become more concentrated as investors weigh persistent inflation, higher rates, and rising uncertainty. See Northwestern Mutual Wealth Management Chief Investment Officer Brent Schutte’s take on what the shift from broad growth to narrower market leadership could mean for investors. https://www.northwesternmutual.com/life-and-money/why-market-leadership-is-narrowing-northwestern-mutual/?utm_source=facebook&utm_medium=organic_social&utm_campaign=marketcommentary&utm_content=mc_quarterly_field&utm_term=leadership-is-narrowing&agentid=088054

Recent market moves showed how quickly sentiment around artificial intelligence can affect broader indexes. This week’s ...
10/13/2026

Recent market moves showed how quickly sentiment around artificial intelligence can affect broader indexes. This week’s market commentary explains why diversification remains important, even as AI continues to shape market leadership. https://www.northwesternmutual.com/life-and-money/ai-market-volatility-puts-portfolio-diversification-to-the-test-northwestern-mutual/?utm_source=facebook&utm_medium=organic_social&utm_campaign=marketcommentary&utm_content=mc_weekly_field&utm_term=ai-market-volatility&agentid=088054

Here’s everything you need to know about your first appointment with me. It’s straightforward, simple, and easy. Let’s g...
10/07/2026

Here’s everything you need to know about your first appointment with me. It’s straightforward, simple, and easy. Let’s get started.

We're excited to share that Mindy Wilke, CFP®, Founder of Wilke Wealth & Investment Planning will be featured on FOX6 Ne...
10/07/2026

We're excited to share that Mindy Wilke, CFP®, Founder of Wilke Wealth & Investment Planning will be featured on FOX6 News Milwaukee this Friday, October 9 at 10:45 am.

In recognition of National Women's Small Business Month, Mindy will discuss why successful women business owners don't build alone, sharing insights on the power of mentorship, collaboration, and building the right team to support long-term success.

As the founder of a women-owned firm with a predominantly female team, Mindy brings a unique perspective on women supporting women, asking for help as a strength, and pursuing goals that once felt out of reach.

Be sure to tune in this Friday!

Nothing means more to us than the trust our clients place in our team. We're honored to share these kind words and grate...
10/07/2026

Nothing means more to us than the trust our clients place in our team. We're honored to share these kind words and grateful for the opportunity to help individuals, families, and businesses plan for their financial future.



The testimonials presented may not be representative of the experience of other clients and are not a guarantee of future performance or success.

At the heart of Wilke Wealth & Investment Planning is a deep respect for what matters most - family, time, and trust. As...
10/05/2026

At the heart of Wilke Wealth & Investment Planning is a deep respect for what matters most - family, time, and trust. As fiduciaries, we are committed to transparency and thoughtful guidance, creating personalized strategies that evolve with your life. We believe financial planning is not just about numbers - it is about giving you the freedom and confidence to fully live the life you have built.

These are the values we exemplify each day.
✨Personalized Partnerships: We build meaningful relationships grounded in trust, understanding each client’s goals, values, and long-term vision.
✨Collective Excellence: We collaborate with intention, bringing together diverse strengths to deliver thoughtful, well-rounded advice.
✨Lead with Commitment: We show up with purpose—for our clients and ourselves—aligning actions with what matters most.
✨Empowered through Education: We prioritize clarity and insight, equipping clients with the knowledge to make confident, informed decisions.

Address

9130 W Loomis Road Ste 1000
Franklin, WI
53132

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

Alerts

Be the first to know and let us send you an email when Wilke Wealth & Investment Planning posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Wilke Wealth & Investment Planning:

Shortcuts

Share

Category