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:
- Fi nancial Planning
- Retirement Planning
- Education Funding
- Estate Planning
- Portfolio Reviews
- IRAs / Rollovers / Transfers
- Mutual Funds
- Life Insurance
- Fixed & Variable Annuities
- Fee B ased Advisory Options
Your Waukesha Investments Team
Harry A. Mewes
CFP®, ChFC, CLU, RICP®
Executive Financial Advisor
Phone: (262) 953-2370
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.
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.
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 licenses, and holds her Life & Health Insurance licenses.
Check the background of our investment professionals on FINRA’s BrokerCheck.
Securities, insurance products and advisory services offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member SIPC/FINRA. 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.
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.