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THE MILWAUKEE COMPANY

THIENSVILLE, WI · CRD 123452 · IAPD ↗ · 262-238-6980

$1.35BRegulatory AUM
4Advisory reps
7Employees
0Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
March 2025 — THE MILWAUKEE COMPANY shrank from 7 to 4 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
73
April 2024 — THE MILWAUKEE COMPANY grew from 4 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.