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Amy Lohmann Finley

The Milwealth Group, LLC

Milwaukee, WI

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Current Employers
The Milwealth Group, Llc

125 South 84Th Street Suite 130, Milwaukee, WI 53214-1498 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2002-01-17
  • WI RA
    APPROVED
    Since 2002-01-17

Branch Locations

125 S. 84Th St., Suite 130, Milwaukee, WI 53214-1498 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mccarthy Grittinger Financial Group, Llc Milwaukee WI 09/2014 11/2016
The Milwealth Group, Llc (Fna Mccarthy Grittinger Financial Grp) Milwaukee WI 12/2016 Present
  • 09/2014 → 11/2016
    Mccarthy Grittinger Financial Group, Llc
    Milwaukee, WI
  • 12/2016 → Present
    The Milwealth Group, Llc (Fna Mccarthy Grittinger Financial Grp)
    Milwaukee, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-12-13
  • S65 Uniform Investment Adviser Law Examination
    2001-12-13
Designations
Other Names
  • Amy Jo Lohmann

View on SEC IAPD

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BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC
BAIRD CAPITAL MANAGEMENT COMPANY, LLC
NATIONAL INVESTMENT SERVICES OF AMERICA, LLC
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY, LLC
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY I, LLC
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY IV, LLC

Other Investors

GREGORY BERNARD GREENHOUSE
GREGORY S PINSKY
SCOTT JOHN HANSON
MICHAEL JOSEPH GLAISNER
ADAM JOSEPH KAPUSTA
PAMELA CAIN-HENRY
LAURA MARIE HEBERT
DANIEL JOSEPH RENOUARD

Other Offices

ROBERT W. BAIRD & CO. INCORPORATED · MILWAUKEE, WI
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLC · MILWAUKEE, WI
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC · MILWAUKEE, WI
BAIRD CAPITAL MANAGEMENT COMPANY, LLC · MILWAUKEE, WI
NATIONAL INVESTMENT SERVICES OF AMERICA, LLC · MILWAUKEE, WI
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY, LLC · MILWAUKEE, WI
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY I, LLC · MILWAUKEE, WI
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY IV, LLC · MILWAUKEE, WI

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