Click to access BrokerCheck

     This Web site is purely a public resource of general information which is intended, but not promised or guaranteed, to be correct, complete, or up-to-date. This Web site is not intended to be a source of solicitation or legal advice nor should it be the basis of legal-hiring decisions. Thus, the reader should not consider this information to be an invitation for an attorney-client relationship, should not rely on information provided herein, and should always seek the advice of competent counsel.

     Moertl, Wilkins & Campbell, S.C. has created this website for informational purposes only. This material does NOT constitute legal advice. Likewise, a preliminary communication made with us via the Internet does not constitute an attorney-client relationship, or provide any of the protections afforded by that relationship. Please do not send us confidential or time-sensitive information until you have spoken with one of our attorneys.

Contact us today for a consultation and evaluation with an experienced Wisconsin estate planning lawyer.

~

The investment professional award goes to estate planning attorneys, insurance agents and select others in the financial industry. Eligibility Criteria – Required: 1. Credentialed with appropriate state or industry licensures. 2. Actively employed as a credentialed professional in the financial services industry for a minimum of five years. 3. Favorable regulatory and complaint history review. 4. Accepting new clients. Evaluation Criteria – Considered: 5. One-year client retention rate. 6. Five-year client retention rate. 7. Number of client households served. 8. Recent personal production and performance (industry specific criteria).9. Education and professional designations/ industry and board certifications. 10. Pro Bono and community service work. This year, we honored 21 Milwaukee-area investment professionals with the Five Star Investment Professional award.