• Fiduciary Real Estate | Apartments for Rent in Milwaukee, WI

    789 N Water Street, Suite 200, Milwaukee, Wisconsin 53202 (414) 226-4535

    published: 19 Apr 2016
  • Fiduciary Real Estate Development | Apartments for Rent in Milwaukee, WI

    789 N Water Street, Suite 200, Milwaukee, Wisconsin 53202 (414) 226-4535

    published: 16 Mar 2016
  • Apartments for Rent in Milwaukee, WI | Fiduciary Real Estate

    Apartments for Rent in Milwaukee, WI Fiduciary Real Estate Development (414) 226-4535 789 N Water Street, Suite 200 Milwaukee, Wisconsin 53202

    published: 18 Feb 2016
  • New DOL Fiduciary Rule

    The fiduciary rule impacts anyone saving for retirement, and that should be all of us! Financial professional Brad Allen talks with Milwaukee’s WTMJ-4 about what this new rule means for investors and their retirement. Learn more at WealthWisconsin.com

    published: 09 Jun 2017
  • Fiduciary Real Estate Corp | Luxurious Living

    Fiduciary Real Estate Corp (414) 226-4535 http://www.fred-inc.com/

    published: 09 Jun 2016
  • M&I Calls Police On Peaceful Protestors in Milwaukee

    Unions and allied organizations held site specific actions at branches and offices associated with Marshall and Ilsely (M&I) Bank at over 30 locations in 6 states throughout the Midwest and Southeast with another demonstration planned for noon today at the bank's downtown headquarters in Milwaukee, WI. In the fall of 2008, M&I Bank received a $1.75 from the Bush Administration's Troubled Asset Relief Program. It subsequently embarked on an effort to support political candidates who chose to demand austerity from some of the same taxpayers whose funds helped "bail out" M&I Bank. Executives at M&I Bank contributed more than any other non-party donor to Wisconsin's Governor Walker in the past election. In fact, campaign documents show that half of their total nationwide donations we...

    published: 17 Mar 2011
  • MILWAUKEE NETWORKING CLUB - Ken Karr with Highland Investment Advisors, LLC

    Ken Karr from Highland Investment Advisors, LLC with his 10 minutes presentation on November 9, 2011 at The Milwaukee Networking Club. Highland Investment Advisors, LLC (Highland) serves as a partner for individuals and families, independent financial advisors, small businesses, and not-for-profit organizations. We provide fee-only wealth management guidance and solutions based on a thorough understanding of each client's situation and goals. What we do Our clients benefit from access to sophisticated investment and financial planning expertise, and personalized service from a local, independent firm. We are not in the insurance business and we do not sell annuities or investment products. We work on a strictly fee-only basis in a fiduciary capacity for the benefit of our clients. O...

    published: 09 Nov 2011
  • Northwestern Mutual - Micky Wright

    Micky Wright, CPA, CFP®, ChFC®, CLU® is a Wealth Management Advisor for Northwestern MutualNaperville. He has a passion for working closely with individuals, families, and small business owners in looking to the future and helping them achieve their financial planning goals. He offers fee-based financial planning, estate planning, college funding, employee and executive benefits planning, business succession planning, life and disability insurance planning, and long term care planning. Micky also has access to private client services, trust services, and wealth/investment management. Micky Wright, Wealth Management Advisor 55 Shuman Blvd Ste 600 Naperville, IL 60563 (630) 786-1720 www.micky-wright.com Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insura...

    published: 31 Aug 2016
  • Summerfest 2013

    Saz's Dockside Barbecue presented by Fiduciary Management, Inc. will feature great food, great seating and great views from the north end of the BMO Harris Pavilion during Summerfest. As a new, casual sit down restaurant with waitress service, Saz's Dockside Barbecue will offer favorites such as chopped brisket, pulled pork, baby back ribs, sour cream and chive fries, battered fish fry and more along with premium wine and beer selections. Patrons can unwind and enjoy breathtaking views of Lake Michigan, t

    published: 07 Jun 2013
  • What Financial Documents should you Shred? REAL MILWAUKEE FOX 6

    Do you ever look at a pay stub or receipt and think, "should I keep this?" Financial professional, Tony Drake, joins Real Milwaukee to explain what needs to stay and what can go.

    published: 08 May 2013
  • Powerball Winner Advice

    Everyone is talking about the big Powerball jackpot of $1.4 billion this week! Winners will face some big decisions after hitting the jackpot! Financial professional Nick Foulks talks with Milwaukee’s WTMJ-4 about financial windfalls and what to do if you strike it rich.

    published: 11 Jan 2016
  • Milwaukee Ranks High in New Study on 401((k) Top Savers

    A new study from Fidelity ranks Milwaukee as one of the top cities that are putting the most money into their 401(k) and retirement accounts. Tony Drake, CFP talked with TMJ4 about the benefits of planning for retirement.

    published: 30 May 2014
  • High Bluff Townhomes - Fiduciary

    High Bluff Townhomes offers one, two, and three bedroom townhomes ranging from 1058 to 1642 square feet and designed specifically with you in mind.

    published: 31 Oct 2016
  • Coture project can move forward

    Milwaukee's lakefront could be getting a new addition.

    published: 19 Aug 2015
  • Questions To Ask When Interviewing A Financial Advisor

    When answering a prospective clients questions about my financial planning firm, I was reminded how difficult it is to interview a financial planner. Asking the right questions is important, but so is knowing what the answers mean. The terms "financial planner", "financial advisor", and "financial planning" are not protected by any type of regulation, so every professional has their own interpretation of what it means to be a financial services provider. Some financial advisors are not advisors at all, but merely salesmen using the term "advisor" to fool their customers into thinking they are clients. Others may only provide investment management, insurance products, or another singular focused service. What questions should you ask when interviewing a financial planner? NAPFA, the larges...

    published: 14 Jan 2013
  • Bernie Sanders Renews Fight For Public Option

    In the wake of Aetna’s threat to back out of Obamacare, Bernie Sanders is speaking out. Cenk Uygur and John Iadarola, hosts of The Young Turks, break it down. Tell us what you think in the comment section below. https://www.tytnetwork.com/join “Sen. Bernie Sanders (I-Vt.) and other healthcare reform advocates are revving up their push for a “public option” after Aetna’s retreat from the ObamaCare marketplace this week. Sanders on Tuesday vowed to bring back the debate on a government-run insurance option one day after the nation’s third-largest insurer announced a major pullback from the exchanges. The senator said he would reintroduce his legislation to create a “Medicare-for-all” system in the next session of the Senate, “hopefully” after Democrats regain control of the chamber in the...

    published: 18 Aug 2016
Fiduciary Real Estate | Apartments for Rent in Milwaukee, WI

Fiduciary Real Estate | Apartments for Rent in Milwaukee, WI

  • Order:
  • Duration: 0:36
  • Updated: 19 Apr 2016
  • views: 10
videos
789 N Water Street, Suite 200, Milwaukee, Wisconsin 53202 (414) 226-4535
https://wn.com/Fiduciary_Real_Estate_|_Apartments_For_Rent_In_Milwaukee,_Wi
Fiduciary Real Estate Development | Apartments for Rent in Milwaukee, WI

Fiduciary Real Estate Development | Apartments for Rent in Milwaukee, WI

  • Order:
  • Duration: 0:28
  • Updated: 16 Mar 2016
  • views: 6
videos
789 N Water Street, Suite 200, Milwaukee, Wisconsin 53202 (414) 226-4535
https://wn.com/Fiduciary_Real_Estate_Development_|_Apartments_For_Rent_In_Milwaukee,_Wi
Apartments for Rent in Milwaukee, WI | Fiduciary Real Estate

Apartments for Rent in Milwaukee, WI | Fiduciary Real Estate

  • Order:
  • Duration: 0:21
  • Updated: 18 Feb 2016
  • views: 15
videos https://wn.com/Apartments_For_Rent_In_Milwaukee,_Wi_|_Fiduciary_Real_Estate
New DOL Fiduciary Rule

New DOL Fiduciary Rule

  • Order:
  • Duration: 2:50
  • Updated: 09 Jun 2017
  • views: 11
videos
The fiduciary rule impacts anyone saving for retirement, and that should be all of us! Financial professional Brad Allen talks with Milwaukee’s WTMJ-4 about what this new rule means for investors and their retirement. Learn more at WealthWisconsin.com
https://wn.com/New_Dol_Fiduciary_Rule
Fiduciary Real Estate Corp | Luxurious Living

Fiduciary Real Estate Corp | Luxurious Living

  • Order:
  • Duration: 0:28
  • Updated: 09 Jun 2016
  • views: 8
videos
Fiduciary Real Estate Corp (414) 226-4535 http://www.fred-inc.com/
https://wn.com/Fiduciary_Real_Estate_Corp_|_Luxurious_Living
M&I Calls Police On Peaceful Protestors in Milwaukee

M&I Calls Police On Peaceful Protestors in Milwaukee

  • Order:
  • Duration: 2:13
  • Updated: 17 Mar 2011
  • views: 1473
videos
Unions and allied organizations held site specific actions at branches and offices associated with Marshall and Ilsely (M&I) Bank at over 30 locations in 6 states throughout the Midwest and Southeast with another demonstration planned for noon today at the bank's downtown headquarters in Milwaukee, WI. In the fall of 2008, M&I Bank received a $1.75 from the Bush Administration's Troubled Asset Relief Program. It subsequently embarked on an effort to support political candidates who chose to demand austerity from some of the same taxpayers whose funds helped "bail out" M&I Bank. Executives at M&I Bank contributed more than any other non-party donor to Wisconsin's Governor Walker in the past election. In fact, campaign documents show that half of their total nationwide donations went to one candidate: then GOP Gubernatorial candidate Walker. Shareholder groups have launched several lawsuits against the proposed acquisition of M&I Bank by the Bank of Montreal. These include charges against executives at M&I Bank for breach of their fiduciary duties to shareholders. The shareholders allege that the transaction is unfair to shareholders by underpricing the shares of M&I Bank, exploiting its loss of value due to the economic crisis. They also allege that Bank CEO Mark Furlong and others violated their fiduciary duties in exchange for positions with Bank of Montreal. First hand reports, covered in various news outlets, have indicated that customers have begun boycotting M&I Bank by withdrawing accounts, including an initial report of two Wisconsin firefighters who each withdrew their life's savings. [Teachers, firefighters, cops target M&I with boycott, Patrick Marley, Milwaukee Journal Sentinel, March 10, 2011] In this video, David Goddspeed from SMWIA Local 565 recounts what happened after a group of Wisconsin residents entered the bank's Milwaukee headquarters seeking legally required documents. M&I Bank representatives, after being asked for the documents, threatened to have the activists arrested and called the Milwaukee police department. Protestors peacefully left the premises when they were asked.
https://wn.com/M_I_Calls_Police_On_Peaceful_Protestors_In_Milwaukee
MILWAUKEE NETWORKING CLUB - Ken Karr with Highland Investment Advisors, LLC

MILWAUKEE NETWORKING CLUB - Ken Karr with Highland Investment Advisors, LLC

  • Order:
  • Duration: 15:30
  • Updated: 09 Nov 2011
  • views: 170
videos
Ken Karr from Highland Investment Advisors, LLC with his 10 minutes presentation on November 9, 2011 at The Milwaukee Networking Club. Highland Investment Advisors, LLC (Highland) serves as a partner for individuals and families, independent financial advisors, small businesses, and not-for-profit organizations. We provide fee-only wealth management guidance and solutions based on a thorough understanding of each client's situation and goals. What we do Our clients benefit from access to sophisticated investment and financial planning expertise, and personalized service from a local, independent firm. We are not in the insurance business and we do not sell annuities or investment products. We work on a strictly fee-only basis in a fiduciary capacity for the benefit of our clients. Our Form ADV Part IIA and IIB are available upon request. Our vision Highland's mission is to "promote our client's prosperity while protecting their peace of mind". Promoting prosperity means putting ourselves on the same side of the table as our clients. It means bringing all of our knowledge, skill and experience to bear on each client engagement to minimize risks and maximize opportunities. Through a rigorous and thorough process, our clients will achieve peace of mind that they have partnered with an exceptional steward of their financial lives. Giving back Within the community, Highland has supported the following organizations through time or financial donations: Make a Difference Wisconsin, University of Wisconsin -- Milwaukee Alumni Foundation, Historic Concordia Neighbors, Inc., Bob Kames Foundation, St. Pius X Elementary School, Milwaukee Rescue Mission http://www.milwaukeenetworkingclub.net/highlandinvestmentadvisors.htm
https://wn.com/Milwaukee_Networking_Club_Ken_Karr_With_Highland_Investment_Advisors,_Llc
Northwestern Mutual - Micky Wright

Northwestern Mutual - Micky Wright

  • Order:
  • Duration: 9:45
  • Updated: 31 Aug 2016
  • views: 86
videos
Micky Wright, CPA, CFP®, ChFC®, CLU® is a Wealth Management Advisor for Northwestern MutualNaperville. He has a passion for working closely with individuals, families, and small business owners in looking to the future and helping them achieve their financial planning goals. He offers fee-based financial planning, estate planning, college funding, employee and executive benefits planning, business succession planning, life and disability insurance planning, and long term care planning. Micky also has access to private client services, trust services, and wealth/investment management. Micky Wright, Wealth Management Advisor 55 Shuman Blvd Ste 600 Naperville, IL 60563 (630) 786-1720 www.micky-wright.com Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries. Michael R Wright is a Representative of Northwestern Mutual Wealth Management Company® (NMWMC), Milwaukee, WI (fiduciary and fee-based financial planning services), a subsidiary of NM, and federal savings bank. Representative is an Insurance Agent of NM and a Registered Representative of Northwestern Mutual Investment Services, LLC (NMIS) (securities), a subsidiary of NM, broker-dealer, registered investment adviser and member FINRA and SIPC. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
https://wn.com/Northwestern_Mutual_Micky_Wright
Summerfest 2013

Summerfest 2013

  • Order:
  • Duration: 4:53
  • Updated: 07 Jun 2013
  • views: 66
videos
Saz's Dockside Barbecue presented by Fiduciary Management, Inc. will feature great food, great seating and great views from the north end of the BMO Harris Pavilion during Summerfest. As a new, casual sit down restaurant with waitress service, Saz's Dockside Barbecue will offer favorites such as chopped brisket, pulled pork, baby back ribs, sour cream and chive fries, battered fish fry and more along with premium wine and beer selections. Patrons can unwind and enjoy breathtaking views of Lake Michigan, t
https://wn.com/Summerfest_2013
What Financial Documents should you Shred? REAL MILWAUKEE FOX 6

What Financial Documents should you Shred? REAL MILWAUKEE FOX 6

  • Order:
  • Duration: 4:11
  • Updated: 08 May 2013
  • views: 127
videos
Do you ever look at a pay stub or receipt and think, "should I keep this?" Financial professional, Tony Drake, joins Real Milwaukee to explain what needs to stay and what can go.
https://wn.com/What_Financial_Documents_Should_You_Shred_Real_Milwaukee_Fox_6
Powerball Winner Advice

Powerball Winner Advice

  • Order:
  • Duration: 3:16
  • Updated: 11 Jan 2016
  • views: 2286
videos
Everyone is talking about the big Powerball jackpot of $1.4 billion this week! Winners will face some big decisions after hitting the jackpot! Financial professional Nick Foulks talks with Milwaukee’s WTMJ-4 about financial windfalls and what to do if you strike it rich.
https://wn.com/Powerball_Winner_Advice
Milwaukee Ranks High in New Study on 401((k) Top Savers

Milwaukee Ranks High in New Study on 401((k) Top Savers

  • Order:
  • Duration: 3:19
  • Updated: 30 May 2014
  • views: 33
videos
A new study from Fidelity ranks Milwaukee as one of the top cities that are putting the most money into their 401(k) and retirement accounts. Tony Drake, CFP talked with TMJ4 about the benefits of planning for retirement.
https://wn.com/Milwaukee_Ranks_High_In_New_Study_On_401((K)_Top_Savers
High Bluff Townhomes - Fiduciary

High Bluff Townhomes - Fiduciary

  • Order:
  • Duration: 1:19
  • Updated: 31 Oct 2016
  • views: 1
videos
High Bluff Townhomes offers one, two, and three bedroom townhomes ranging from 1058 to 1642 square feet and designed specifically with you in mind.
https://wn.com/High_Bluff_Townhomes_Fiduciary
Coture project can move forward

Coture project can move forward

  • Order:
  • Duration: 0:20
  • Updated: 19 Aug 2015
  • views: 30
videos
Milwaukee's lakefront could be getting a new addition.
https://wn.com/Coture_Project_Can_Move_Forward
Questions To Ask When Interviewing A Financial Advisor

Questions To Ask When Interviewing A Financial Advisor

  • Order:
  • Duration: 4:38
  • Updated: 14 Jan 2013
  • views: 10154
videos
When answering a prospective clients questions about my financial planning firm, I was reminded how difficult it is to interview a financial planner. Asking the right questions is important, but so is knowing what the answers mean. The terms "financial planner", "financial advisor", and "financial planning" are not protected by any type of regulation, so every professional has their own interpretation of what it means to be a financial services provider. Some financial advisors are not advisors at all, but merely salesmen using the term "advisor" to fool their customers into thinking they are clients. Others may only provide investment management, insurance products, or another singular focused service. What questions should you ask when interviewing a financial planner? NAPFA, the largest national organization of fee-only financial planners, has put together a wonderful guide with 26 questions to ask every financial advisor you interview. Feel free to send these questions to financial planners you are considering interviewing, so that you don't waste your time interviewing service providers that don't meet your needs. Click here to download the guide Before selecting a financial advisor, you should have the answer to every single question in this guide. Most importantly however, read through the "Answer Key" on pages 9-11. This key will give you some context about each question, so that you know what the financial advisors answers really mean. Many financial service providers are great salesmen, and can make things sound much better (or different) than they really are. Stick to this guide, get all of the questions answered, and you will be armed with the knowledge you need to hire a financial planner. In my opinion, the most important question in this guide is Question 9 Question 9: Will you sign the Fiduciary Oath below? 􀂾 Yes _____ 􀂾 No _____ FIDUCIARY OATH The advisor shall exercise his/her best efforts to act in good faith and in the best interests of the client. The advisor shall provide written disclosure to the client prior to the engagement of the advisor, and thereafter throughout the term of the engagement, of any conflicts of interest which will or reasonably may compromise the impartiality or independence of the advisor. The advisor, or any party in which the advisor has a financial interest, does not receive any compensation or other remuneration that is contingent on any client's purchase or sale of a financial product. The advisor does not receive a fee or other compensation from another party based on the referral of a client or the client's business. What the Fiduciary Oath means to you - the client • I shall always act in good faith and with candor. • I shall be proactive in my disclosure of any conflicts of interest that may impact you. • I shall not accept any referral fees or compensation that is contingent upon the purchase or sale of a financial product. ________________________________ Signature Although many advisors will tell you they will act in your best interest, only a small percentage of them would be willing to print and sign the above oath on company letterhead. Don't forget to check up on your financial advisor - Video Guide You worked very hard to get to where you are today financially. Don't just turn over your finances to an advisor before you have all the facts. Have you ever asked your financial advisor these questions? Would your financial planner sign the Fiduciary Oath? Are there any additional questions you think should be added to the guide? Feel free to share your thoughts!
https://wn.com/Questions_To_Ask_When_Interviewing_A_Financial_Advisor
Bernie Sanders Renews Fight For Public Option

Bernie Sanders Renews Fight For Public Option

  • Order:
  • Duration: 9:48
  • Updated: 18 Aug 2016
  • views: 171946
videos
In the wake of Aetna’s threat to back out of Obamacare, Bernie Sanders is speaking out. Cenk Uygur and John Iadarola, hosts of The Young Turks, break it down. Tell us what you think in the comment section below. https://www.tytnetwork.com/join “Sen. Bernie Sanders (I-Vt.) and other healthcare reform advocates are revving up their push for a “public option” after Aetna’s retreat from the ObamaCare marketplace this week. Sanders on Tuesday vowed to bring back the debate on a government-run insurance option one day after the nation’s third-largest insurer announced a major pullback from the exchanges. The senator said he would reintroduce his legislation to create a “Medicare-for-all” system in the next session of the Senate, “hopefully” after Democrats regain control of the chamber in the November elections. “In my view, the provision of health care cannot continue to be dependent upon the whims and market projections of large private insurance companies whose only goal is to make as much profit as possible,” Sanders said in a statement on Tuesday.” Read more here: http://thehill.com/policy/healthcare/291644-bernie-sanders-sees-new-life-in-public-option-fight Hosts: Cenk Uygur, John Iadarola Cast: Cenk Uygur, John Iadarola *** The Largest Online News Show in the World. Hosted by Cenk Uygur and Ana Kasparian. LIVE STREAMING weekdays 6-8pm ET. http://www.tytnetwork.com/live Young Turk (n), 1. Young progressive or insurgent member of an institution, movement, or political party. 2. Young person who rebels against authority or societal expectations. (American Heritage Dictionary) Download audio and video of the full two hour show on-demand + the members-only post game show by becoming a member at http://www.tytnetwork.com/join/. Your membership supports the day to day operations and is vital for our continued success and growth. Get The Young Turks Mobile App Today! Download the iOS version here: https://itunes.apple.com/us/app/the-young-turks/id412793195?ls=1&mt=8 Download the Android version here: https://play.google.com/store/apps/details?id=com.tyt
https://wn.com/Bernie_Sanders_Renews_Fight_For_Public_Option
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