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Welcome to Equitable Advisors Wisconsin Branch

The Wisconsin Branch is headquartered in Milwaukee, with detached locations including Port Washington, Madison, Waukesha, Wausau, DePere, Green Bay, Beloit and LaCrosse. 

At Equitable, our purpose is simple: to help provide financial security for our clients and their families. We do this by providing a range of products and services, including: advice, retirement, and life insurance.

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Get to Know Equitable Advisors Wisconsin Branch

With over 80 financial professionals statewide, we are positioned to help you make educated financial decisions. Our branch strives to help individuals and businesses achieve their financial goals through comprehensive planning for retirement, wealth protection, life insurance, risk management, estate strategies, and college education.
The Milwaukee office of Equitable Advisors is currently accepting applications for financial professional positions. We are seeking individuals who have:

  • High Integrity
  • Strong work ethic
  • Entrepreneurial aspirations
  • Excellent communication skills
  • Thrive in a team environment
  • An established network within their community

We have had the opportunity to recruit, train and develop dozens of individuals who have built successful practices as financial professionals with Equitable Advisors. As one of the nation's premier financial services organizations, Equitable Advisors provides professionals seeking an entrepreneurial challenge with the desire to help others achieve their financial goals. Equitable Advisors is a rewarding place to build a career with learning and development opportunities, a collaborative work environment and the chance to contribute, grow professionally, and be rewarded for results. 

Equitable Advisors, LLC is an equal opportunity and affirmative action employer. M/F/D/V"

Client Centered

Why work with a financial professional

We understand that wealth management is about more than just money. It’s about appreciating who you are and what you want in life. And while it can be challenging to put a plan together for the future, you don’t have to do it alone. Our financial professionals will work with you to design a comprehensive, personalized financial strategies that fits your goals today and your vision of tomorrow – in a true collaboration of our efforts. In the end, we’ll help you build a fulfilling future, your way.

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Client Centered

Equitable Advisors supports your financial practice

When you join Equitable Professionals, you’re in control but not alone. You bring your ambition, and we provide the support to help you achieve long-term success. Our supported independence model means you can focus on your clients and your business the way you envision. You get the resources of a leading national firm, supported by people in your local market, to help you build the practice you want.

Explore Equitable Advisors

Our offices

Our Process

Milwaukee, WI

111 East Kilbourn Aveneue, Suite 800
Milwaukee, WI, 53202

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Phone: (414) 276-2000

Fax: (414) 276-3679

Our Values


Our Values

 

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1Fee-based, and non-fee based financial planning is offered by financial professionals who are investment advisor representatives of Equitable Advisors, LLC, a SEC-registered investment advisor.