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WELCOME TO EQUITABLE ADVISORS WISCONSIN BRANCH

The Wisconsin Branch is headquartered in Milwaukee, with various detached
locations in Port Washington, Madison, Waukesha, Wausau, De Pere, Green Bay,
Beloit, Onalaska, Black River Falls, Stevens Point, Twin Lakes,
Kewaunee, Grafton and La Crosse. 

At Equitable, our purpose is simple: to help provide financial security for our
clients and their families. We do this by providing a range of products and
services, including: advice, retirement, and life  and annuities. 

Schedule a consultation


GET TO KNOW EQUITABLE ADVISORS WISCONSIN BRANCH

With over 80 financial professionals statewide, we are positioned to help you
make educated financial decisions. Our branch strives to help individuals and
businesses achieve their financial goals through comprehensive planning for
retirement, wealth protection, life insurance, risk management, estate
strategies, and college education.
The Milwaukee office of Equitable Advisors is currently accepting applications
for financial professional positions. We are seeking individuals who have:

 * High Integrity
   
 * Strong work ethic
   
 * Entrepreneurial aspirations
   
 * Excellent communication skills
   
 * Thrive in a team environment
   
 * An established network within their community

We have had the opportunity to recruit, train and develop dozens of individuals
who have built successful practices as financial professionals with Equitable
Advisors. As one of the nation's premier financial services organizations,
Equitable Advisors provides professionals seeking an entrepreneurial challenge
with the desire to help others achieve their financial goals. Equitable Advisors
is a rewarding place to build a career with learning and development
opportunities, a collaborative work environment and the chance to contribute,
grow professionally, and be rewarded for results. 

Equitable Advisors, LLC is an equal opportunity and affirmative action employer.
M/F/D/V"


WHY WORK WITH A FINANCIAL PROFESSIONAL

We understand that wealth management is about more than just money. It’s about
appreciating who you are and what you want in life. And while it can be
challenging to put a plan together for the future, you don’t have to do it
alone. Our financial professionals will work with you to design a comprehensive,
personalized financial strategies that fits your goals today and your vision of
tomorrow – in a true collaboration of our efforts. In the end, we’ll help you
build a fulfilling future, your way.

Find a Financial Professional


EQUITABLE ADVISORS SUPPORTS YOUR FINANCIAL PRACTICE

When you join Equitable Professionals, you’re in control but not alone. You
bring your ambition, and we provide the support to help you achieve long-term
success. Our supported independence model means you can focus on your clients
and your business the way you envision. You get the resources of a leading
national firm, supported by people in your local market, to help you build the
practice you want.

Explore Equitable Advisors


OUR OFFICES


MILWAUKEE, WI

111 East Kilbourn Aveneue, Suite 800
Milwaukee, WI, 53202

Get Directions
Phone: (414) 276-2000

Fax: (414) 276-3679




 


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1Fee-based, and non-fee based financial planning is offered by financial
professionals who are investment advisor representatives of Equitable Advisors,
LLC, a SEC-registered investment advisor.

CONTACT

Fax: (704) 540-2999

111 East Kilbourn Avenue

Suite 800

Milwaukee, WI 53202

Jason.Dummert@equitable.com



QUICK LINKS

 * Retirement
 * Investment
 * Estate
 * Insurance
 * Tax
 * Money
 * Lifestyle
 * All Articles
 * All Videos
 * All Calculators

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate
information. The information in this material is not intended as tax or legal
advice. Please consult legal or tax professionals for specific information
regarding your individual situation. Some of this material was developed and
produced by FMG Suite to provide information on a topic that may be of interest.
FMG Suite is not affiliated with the named representative, broker - dealer,
state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a
solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020
the California Consumer Privacy Act (CCPA) suggests the following link as an
extra measure to safeguard your data: Do not sell my personal information.

Copyright 2024 FMG Suite.



Duly registered and licensed financial professionals offer securities through
Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable
Financial Advisors in MI & TN), offer investment advisory products and services
through Equitable Advisors, LLC, an SEC-registered investment advisor, and offer
annuity and insurance products through Equitable Network, LLC (Equitable Network
Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of
Utah, LLC in UT; Equitable Network of Puerto Rico, Inc.). Equal Opportunity
Employer – M/F/D/V. Equitable Advisors and its associates and affiliates do not
provide tax, accounting, or legal advice or services. Financial Professionals
may solicit and transact business and/or respond to inquiries only in state(s)
in which they are properly registered and/or licensed. The information in this
website is not investment or securities advice and does not constitute an offer.
For more information about Equitable Advisors, LLC you may visit
https://equitable.com/crs to review the firm’s Relationship Summary for Retail
Investors and General Conflicts of Interest Disclosure.

Click here for other important information & disclosures.