What are the opening hours?

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

Wilke Wealth & Investment Planning

Home
United States
Franklin, WI
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.

10/28/2026

The financial strategies I use are backed by nearly 170 years of strength and stability. I want to help you get on the right track, so reach out to me today.

10/28/2026

In recognition of National Women's Small Business Month, Private Wealth Advisor and Founder of Wealth & Investment Planning, Mindy Wilke, joined FOX6 News Milwaukee Real Milwaukee to share lessons from her 25 years as a business owner.

During the conversation, Mindy reflected on building a successful business alongside a predominantly female team and discussed the value of mentorship, collaboration, and surrounding yourself with people who encourage growth and help you see opportunities you may not yet see in yourself.

She also shared practical insights for business owners, including the importance of delegating to people with complementary strengths and working with trusted professionals who can help connect business and personal financial decisions.

Her message was clear: you don't have to build alone. With the right support system, entrepreneurs can pursue goals they may have never thought possible.

Watch the segment: https://www.fox6now.com/video/fmc-nutt6tw1up6250ib

10/27/2026

Economic data remains strong, but investors are weighing rising oil prices, sticky inflation, and the cost of the artificial intelligence (AI) buildout. Bonds rallied as yields fell, and many stocks outside the AI trade moved higher. Read Northwestern Mutual Wealth Management Company CIO Brent Schutte’s latest commentary and reach out to me to talk about how your plan is positioned. https://www.northwesternmutual.com/life-and-money/strong-growth-sticky-inflation-and-ai-risks-northwestern-mutual/?utm_source=facebook&utm_medium=organic_social&utm_campaign=marketcommentary&utm_content=mc_weekly_field&utm_term=growth-sticky-inflation&agentid=088054

10/26/2026

If you didn't know, Northwestern Mutual is the Official Financial Planning Partner of the Milwaukee Brewers. There's a shared hometown and core principles—like resiliency, a different approach, and a love for the long game. But to be clear, I will always have time for my clients, even during a championship run. Go Brew Crew!™

10/26/2026

A bonus gives you choices: spend some, save some, have a little fun, pay down debt, or invest for the future. If you’re not sure how to prioritize, let’s talk through the benefits of each option.
http://spr.ly/6188BGstWo

10/26/2026

You spent years building toward retirement. Now’s a good time to make sure your money continues supporting the lifestyle and goals you’ve worked hard to achieve. Review your plan before year-end to provide the clarity and confidence to move into next year with stability and peace of mind.
http://spr.ly/6188BGLZx2

10/21/2026

No matter which tier you find yourself in, I’m ready to meet you where you are and help you create a plan. So wipe your tiers, I got you.

10/20/2026

Higher borrowing costs are raising questions about the artificial intelligence spending boom. Read this week’s market commentary for a closer look at the risks to growth and why diversification remains important. https://www.northwesternmutual.com/life-and-money/hotter-inflation-tests-the-ai-trade-northwestern-mutual/?utm_source=facebook&utm_medium=organic_social&utm_campaign=marketcommentary&utm_content=mc_weekly_field&utm_term=hotter-inflation-tests&agentid=088054

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.

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

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

http://www.wilkewealth.com/

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.