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Matthew T. Miler

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 2012-08-08
  • WI RA
    APPROVED
    Since 2012-08-08

Branch Locations

125 South 84Th Street 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 08/2021
Mccarthy Grittinger Financial Group,Llc Milwaukee WI 09/2021 02/2024
The Milwealth Group Llc (Fna Mccarthy Grittinger Financial Grp) Milwaukee WI 03/2024 Present
  • 09/2014 → 08/2021
    Mccarthy Grittinger Financial Group, Llc
    Milwaukee, WI
  • 09/2021 → 02/2024
    Mccarthy Grittinger Financial Group,Llc
    Milwaukee, WI
  • 03/2024 → Present
    The Milwealth Group Llc (Fna Mccarthy Grittinger Financial Grp)
    Milwaukee, WI
Previous Registrations
  • 2007-02-28 → 2010-10-08
    Deloitte Investment Advisors Llc
    Cincinnati, OH
Other Businesses

Independent Contractor for International Foundation of Employee Benefit Plans 18700 W. Bluemound Road Brookfield, WI 53045 Course Instructor for Investment Basics (Certificate Series) 2022-Present Approximately 40 hours per year Instruction typically occurs over 4 days during the year.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-02-08
  • S65 Uniform Investment Adviser Law Examination
    2007-02-08
Designations

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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