My Mission

Whether you are concerned for your own financial needs or those of your family or business, I will work to understand your financial dreams and goals so I can help provide the right solutions and products at the right time.

Many people look back on their lives with regret; not for the things they have done, but for the things they have left undone. They find they are more successful than they thought they would be and saved less than they intended. They find themselves in situations that are more complex and less predictable than they anticipated.

That is where our team comes in. We take the time to get to know you and your preferences, and we can help you anticipate and prepare for the best and worst scenarios. The relationship we establish with you enables us to focus on your needs, help you clarify what you want for your family, and what steps you can take to achieve your dreams.


Are you working with a TEAM of experts that understand Your Financial Values?

To address your unique needs, our team believes in a collaborative, holistic approach. As a team, we have combined our talents, skills, and expertise to provide exceptional service. Visit our Team Page to learn more about this incomparable team.

Melinda Wilke, CFP®, CLU®, WMCP®, ChFC®, RICP®
Wealth Management Advisor


Wilke Wealth & Investment Planning

  • Office 414-856-3061
  • Fax 414-885-3503

The Fed Lowers Interest Rates Again

Here’s our take on the Fed’s decision to lower its key interest rate by a quarter point. Read more.

4 Essential Lifestyle Factors That Can Help You Prepare for Retirement

To enjoy a full, healthy retirement, consider these four essential lifestyle factors and how you'll plan for them. Read more.

Northwestern Mutual’s Awards & Accolades

We win a lot of awards. Some things you’d expect. Others might surprise you. Take a look.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck