Jonathan D. Wylie,  CFP<sup>&reg;</sup> - Financial Advisor

Jonathan D. Wylie, CFP®

Financial Advisor

3020 S 48th St
Milwaukee, WI 53219-3305
(414) 795-9122 CONNECT WITH Jonathan
  • linkedin link

General

Jonathan Wylie is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Milwaukee, WI and the surrounding communities.

Financial Advisor Overview

Financial Planning | Wealth Management Financial Planning Focus • Comprehensive financial and investment planning approach • A member-owned Fiduciary serving in your best interest Technology & Tools • Innovative tools to keep your plan in focus through deep analytics • Online tracking to monitor investment performance • Personal financial website to consolidate and simplify your life Investment Philosophy • A focus on Asset Allocation and Diversification • Core and Satellite investment approach with various investment vehicles supported by academic research • Access to renowned investment managers and boutique firms to allow us to broadly diversify your assets jon.wylie@bcu.org 847-932-8056

More

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: WI, IL, MN
  • Health/disability insurance: WI, IL, MN
  • Fixed annuities: WI, IL, MN
  • Variable annuities: WI, IL, MN

Broker-Dealer Disclaimer

www.bcuwa.org

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Investment Management, Estate Planning, Mutual Funds, Job Loss, Insurance, Retirement, Stocks & Bonds, Starting a Family, Long-term Care, Sudden Wealth

More

Helpful Financial Planning Resources