Waukesha State Bank Wealth Management

EST. AUM
$2,000,000,000

CONTACTS
7

CLIENT ACCOUNTS

Firm Details

Metro area Milwaukee
CRD Number
Website waukeshabank.com
Client types

Overview

Waukesha State Bank is one of the largest locally owned and independent banks in Wisconsin. They serve the financial needs of the community with a personalized, one-on-one approach to banking, and an emphasis on customer service and community involvement.

Platform Details

Investment Preferences

Alternative Activity