Investment And Retirement Planning

Waukesha Investments

Focused on YOU

Your Financial Partner for Life's Journey


Waukesha Investments

Securities and insurance products
provided by Cetera Investment Services, LLC


When it comes to your financial dreams, taking action is vital to your success. But, we recognize that’s not always easy. We focus on where you are and where you want to go, and we aim to help you get there. The experienced financial advisors at Waukesha Investments are committed to making your journey toward financial success as easy as possible. 


We can help with:

  • Financial Planning
  • Retirement Planning
  • Education Funding
  • Estate Planning
  • Portfolio Reviews
  • IRAs / Rollovers / Transfers
  • Mutual Funds
  • Life Insurance
  • Fixed & Variable Annuities
  • Fee Based Advisory Options

SCHEDULE AN
APPOINTMENT

Your Waukesha Investments Team

Harry Mewes Waukesha Investments Waukesha State Bank

Harry A. Mewes

CFP®, ChFC, CLU, RICP®
Executive Financial Advisor

Phone: (262) 953-2370
Fax: (262)549-8592

Harry, who joined Waukesha State Bank in 2000 as an investment representative, has more than twenty years of experience in financial planning.

As a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Financial Consultant® (ChFC®), Chartered Life Underwriter® (CLU®), and Retirement Income Certified Professional (RICP®), Harry is responsible for providing financial guidance and investment solutions that assist you in meeting your financial goals.

Harry also holds a bachelor's degree in business from UW-Whitewater.

Joe Vaklyes Waukesha Investments Waukesha State Bank

Joe Vaklyes

CFP®, ChFC
Executive Financial Advisor

Phone: (262) 953-2371
Fax: (262) 549-8592

With an MBA from Marquette University and finance degree from UW-Oshkosh, Joe has the experience to create a financial plan to meet your investment goals and objectives.

Joe is a CERTIFIED FINANCIAL PLANNER™ practitioner as well as FINRA registered with series 6, 7, 63 and 66 securities registrations. In addition, he holds his Life & Health Insurance licenses in many states.

In his free time, Joe serves on the Planned Giving Committee for Interfaith Senior Programs. 

Miracle Hexom Waukesha Investments Waukesha State Bank

Miracle Hexom

Financial Advisor

Phone: (262) 549-8559
Fax: (262) 549-8592

Miracle graduated from the University of Wisconsin‐Whitewater with a Bachelor’s degree in Business Administration, with an emphasis in finance and insurance. She is FINRA registered with series 7, 63, and 66 securities registrations, and holds her Life & Health Insurance licenses.

Alicia Albarran, Waukesha Investments Administrative Assistant

Alicia Albarran

Registered Service Representative

Phone: (262) 549-8510
Fax: (262) 549-8592

Alicia joined the Waukesha Investments team in 2017 and is FINRA registered with series 7 and 63 securities registrations. She's available to help answer questions about your account balance or statement, check the status of your contributions and withdrawal requests, as well as schedule appointments for our financial advisors.

Check the background of our investment professionals on FINRA’s BrokerCheck.


Securities and insurance products offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member SIPC/FINRA. Advisory Services are offered through Cetera Investment Advisers LLC. Investments are: *Not FDIC/NCUSIF insured * May lose value * Not financial institution guaranteed * Not a deposit * Not insured by any federal government agency. Cetera is under separate ownership from any other name entity. FINRA registered office located at 151 E. St. Paul Avenue, Waukesha, WI 53188.

View Cetera Investment Services privacy policy and other important information.

Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

Advisory services may only be offered by Investment Adviser Representatives in connection with an appropriate Advisory Services Agreement and disclosure brochure as provided.

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.

*For a comprehensive review of your personal situation, always consult with a tax or legal Advisor. Neither Cetera, nor any of its representatives may give legal or tax advice.