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Alicia Ann Theisen

The Milwealth Group, LLC

Milwaukee, WI

CRD 5322234

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Employer firm

The Milwealth Group, LLC CRD 108931

$497M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • CLIENT TAX PREP SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
The Milwealth Group, Llc

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2017-10-18
  • WI RA
    APPROVED
    Since 2017-10-18

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 12/2019
The Milwealth Group, Llc (Fna Mccarthy Grittinger Financial Grp) Milwaukee WI 01/2020 Present
  • 09/2014 → 12/2019
    Mccarthy Grittinger Financial Group, Llc
    Milwaukee, WI
  • 01/2020 → Present
    The Milwealth Group, Llc (Fna Mccarthy Grittinger Financial Grp)
    Milwaukee, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-10-18
  • S65 Uniform Investment Adviser Law Examination
    2017-10-18
Designations
  • Certified Financial Planner
Other Names
  • Alicia Ann Nordwig

View on SEC IAPD

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