The RETIREMENT & INVESTMENT PLANNING GROUP of Wells Fargo Advisors is a team of dedicated financial professionals who specialize in comprehensive retirement and investment planning services for individuals and families.

Financial Advisors Bruce Ratay and Tom Nowalis will take the necessary time to learn about you and your family members including your interests, values and dreams.  Then, based on an understanding of your financial circumstances, investment goals, and tolerance for risk, they will make financial recommendations that encompass your objectives and lifestyle goals.

They are assisted by Michelle Anderson, Senior Registered Client Associate who is responsible for the administration of client accounts.  Michelle has received the Premier Client Associate distinction every year it was available from 2010 to 2022.  The Wells Fargo Advisors Premier Client Associate distinction is held by a select group of Registered Client Associates within Wells Fargo Advisors nominated by their management for the consistent display of professionalism, integrity, and core leadership values.

We are conveniently located between Brookfield and Waukesha off of I-94 and Barker Rd.

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AZ, CA, FL, GA, IL, IN, MD, MI, MN, MO, NC, NE, NM, NV, NY, OH, OR, PA, TX, WI, WV). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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