The firm has no reported legal or disciplinary actions against them, ensuring clients that their assets are in safe hands.
The firm's Form ADV, which is filed with the SEC, can be accessed on their website or through the Investment Adviser Public Disclosure website. This document provides detailed information about the firm's services, fees, and any potential conflicts of interest.
Education and Experience
All advisors at BLACKHAWK CAPITAL PARTNERS, LLC hold at least a Bachelor's degree, and many have advanced certifications in financial planning and investment management. The firm encourages employees to continue their education and stay updated on the latest industry trends and developments.
In addition to their academic qualifications, the advisors have a combined 100+ years of experience in the financial industry, providing them with the knowledge and expertise needed to guide clients towards their financial goals.
Conclusion
BLACKHAWK CAPITAL PARTNERS, LLC stands out as a reputable and reliable financial advisory firm that prioritizes their clients' best interests. With a team of experienced advisors, comprehensive financial planning services, and a fee-only structure, the firm is well-equipped to help clients achieve their financial goals and secure their future.
Their commitment to transparency and ethical business practices has earned them a loyal client base and industry recognition, making them a top choice for individuals and businesses looking for expert financial guidance.
The Milwaukee Company, founded in 1961, is a well-established and reputable financial advisor that has been providing top-notch services to clients for over six decades. They offer a comprehensive range of financial services, including investment management, financial planning, retirement planning, estate planning, and tax planning. Their team of experts, with extensive knowledge and experience in the financial industry, stays up-to-date with the latest market trends and economic changes, providing valuable insights and strategies to their clients. They cater to a diverse range of clients, including individuals, families, businesses, and organizations, and have a loyal and satisfied client base. The Milwaukee Company follows a transparent fee structure and operates with the highest ethical standards. They are a registered investment advisor and hold fiduciary duty to act in the best interests of their clients. With a commitment to excellence and dedication to serving their clients' needs, The Milwaukee Company is a prime choice for anyone seeking exceptional financial services.