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Securities and insurance products
provided by Cetera Investment Services LLC.

    

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 (262) 549-8596

Focused on YOUHarry Joe and Miracle

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 investment executives 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

 

Your Waukesha Investments Team

Harry Mewes

Harry A. Mewes
CFP®, ChFC, CLU
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® (CFP®), Chartered Financial Consultant® (ChFC®), and Chartered Life Underwriter® (CLU®), 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.

  

Schedule an Appointment

Joe Vaklyes

Joe Vaklyes
Investment Representative
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 Finra registered with series 6, 7, 63, and 66 licenses, as well as holds his Life & Health Insurance license, and Securities licenses in WI, IL, CO, CA, FL and NY.

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

   

Schedule an Appointment

Miracle McClintock

Miracle McClintock
Registered Service
Representative
Phone: 262.549.8596
Fax: 262.549.8592

Miracle is the friendly voice you hear whenever you call Waukesha Investments, and is Finra registered with series 7 and 63.

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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.

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.

*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.