Edward Jones - Financial Advisor: Brian J Lewis

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Waukesha is here for you, serving the areas of Menomonee Falls, Oconomowoc, New Berlin and Racine. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

SpecialtiesEllenbecker Investment Group's (EIG) goal is to help clients understand what they need to do to achieve their financial goals, allowing them to relax and enjoy life. EIG believes a whole-person approach is the best way to find that kind of true wealth. Our advisors help clients focus on three of the most important human dimensions: financial, personal and social wellbeing. We take the time to understand what matters to each individual now and through all of life's transitions. And most importantly, we involve clients along the way so they can gain both financial confidence and knowledge.

Founded in 1937, Waddell & Reed Financial is one of the oldest financial advisors in the United States. It serves institutional and individual investors. The company provides mutual funds, education and retirement plans, and insurance and annuities. Waddell & Reed offers brokerage and portfolio management services. Additionally, the company provides information about market performance and other investment-related issues. Through its subsidiaries, Waddell & Reed Financial offers investment management and financial planning services. It also offers core and international growth equity, core and intermediate fixed income, and small and large cap growth investment options. The company provides online account processing services. Waddell & Reed Financial maintains a branch office in Waukesha, Wis.