Alicia
Nordwig

Mccarthy Grittinger Financial Group, LLC

CRD#5322234
Investment Advisor
in Milwaukee, WI

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About this Advisor

Alicia Nordwig is a financial advisor based in Milwaukee, Wisconsin, working with Mccarthy Grittinger Financial Group, LLC. Alicia has previously held a position at Mccarthy Grittinger Financial Group, LLC. Alicia has passed the Series 65 regulatory exam and is registered to provide services in Wisconsin. Currently, Alicia is part of Mccarthy Grittinger Financial Group, LLC, which operates out of Milwaukee, Wisconsin. The firm has 10 employees and manages assets totaling $389.8 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and other services. The fee structure at Mccarthy Grittinger Financial Group, LLC includes asset-based fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Other

Fee Structure

Percentage of Assets

Office Location

125 South 84Th Street Suite 130
Milwaukee, WI 53214-1498

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Mccarthy Grittinger Financial Group, LLC Brokerage Details

Total Assets Under Management

$389,816,442

WI Average: $2,826,565,184
Total Number of Employees

10

WI Average: 43
Total Number of Accounts

788

WI Average: 1,898
Average Account Size

$494,691

WI Average: $1,489,234

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other

Alicia Nordwig Work History

2020 - Present (4 years)

Mccarthy Grittinger Financial Group, LLC

2014 - 2019 (5 years)

Mccarthy Grittinger Financial Group, LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Alicia Nordwig to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Mccarthy Grittinger Financial Group, LLC

Alicia Nordwig
Milwaukee, WI
Jacob Hornak
Milwaukee, WI
Matthew Miler
Milwaukee, WI
Amy Finley
Milwaukee, WI
Jacqueline Schneider
Milwaukee, WI

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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