Non-deposit products are: not insured by the FDIC;are not deposits; and may lose value.
Your Financial Partner for Life's Journey
When it comes to your financial dreams, taking action is vital to your success. But, we recognize that’s not always easy. We focus on where you are and where you want to go, and we aim to help you get there. The experienced financial advisors at Waukesha Investments are committed to making your journey toward financial success as easy as possible.
We can help with:
- Financial Planning
- Retirement Planning
- Education Funding
- Estate Planning
- Portfolio Reviews
- IRAs / Rollovers / Transfers
- Mutual Funds
- Life Insurance
- Fixed & Variable Annuities
- Fee Based Advisory Options
Your Waukesha Investments Team
Harry A. Mewes
CFP®, ChFC, CLU,
RICP®, AIF®
Executive Financial Advisor &
RICP®, AIF®
Executive Financial Advisor &
Manager
Phone: (262) 953-2370
Fax: (262)549-8592
Fax: (262)549-8592
Harry, who joined Waukesha State Bank in 2000 as an investment representative, has more than thirty years of experience in financial planning.
As a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Financial Consultant® (ChFC®), Chartered Life Underwriter® (CLU®), Retirement Income Certified Professional (RICP®) and Accredited Investment Fiduciary (AIF®), Harry is responsible for providing financial guidance and investment solutions that assist you in meeting your financial goals.
Harry also holds a bachelor's degree in business from UW-Whitewater.
Joe Vaklyes
CFP®, ChFC
Executive Financial Advisor
Executive Financial Advisor
Phone: (262) 953-2371
Fax: (262) 549-8592
Fax: (262) 549-8592
With an MBA from Marquette University and finance degree from UW-Oshkosh, Joe has the experience to create a financial plan to meet your investment goals and objectives.
Joe is a CERTIFIED FINANCIAL PLANNER™ practitioner as well as FINRA registered with series 6, 7, 63 and 66 securities registrations. In addition, he holds his Life & Health Insurance licenses in many states.
In his free time, Joe serves on the Planned Giving Committee for Interfaith Senior Programs.
Miracle Hexom
CFP®, ChFC
Executive Financial Advisor
Phone: (262) 549-8559
Fax: (262) 549-8592
Fax: (262) 549-8592
Miracle graduated from the University of Wisconsin‐Whitewater with a Bachelor’s degree in Business Administration, with an emphasis in finance and insurance. She is a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Financial Consultant® (ChFC®), and is FINRA registered with series 7, 63, and 66 securities registrations, and holds her Life & Health Insurance licenses.
Alicia Albarran
CFP®, ChFC
Financial Advisor
Phone: (262) 549-8510
Fax: (262) 549-8592
Alicia graduated from the University of Wisconsin-Madison with a Bachelor’s degree in Business Administration, with an emphasis in finance. She is a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Financial Consultant® (ChFC®), and is FINRA registered with series 7, 63, and 66 securities registrations, and holds her Life & Health Insurance licenses.
James Richter
Registered Client Associate
Phone: (262) 549-8508
Fax: (262) 549-8592
James is FINRA registered with series 7 and 63 securities registrations, and holds his Life & Health Insurance licenses. He is available to help answer questions about your account balance or statement, check the status of your contributions and withdrawal requests, as well as schedule appointments for our financial advisors.
Waukesha Investments is a marketing name of Cetera Investment Services. Securities and insurance products offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member SIPC/FINRA. Advisory Services are offered through Cetera Investment Advisers LLC. Investments are: *Not FDIC/NCUSIF insured * May lose value * Not financial institution guaranteed * Not a deposit * Not insured by any federal government agency. Cetera is under separate ownership from any other name entity. FINRA registered office located at 151 E. St. Paul Avenue, Waukesha, WI 53188.
Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
Advisory services may only be offered by Investment Adviser Representatives in connection with an appropriate Advisory Services Agreement and disclosure brochure as provided.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site or visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com.
Click here to view Cetera's Business Continuity Plan.
*For a comprehensive review of your personal situation, always consult with a tax or legal Advisor. Neither Cetera, nor any of its representatives may give legal or tax advice.