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Alicia Ann Theisen

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 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
Other Names
  • Alicia Ann Nordwig

View on SEC IAPD

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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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