Contact a Financial Consultant

Contact a Financial Consultant

Find Your Consultant

Mutual Financial Group has 13 designated locations throughout the state of Wisconsin. We also service our clients through the more than 60 Bank Mutual bank offices located across the state and in Minnesota.

Our experienced Financial Consultants value building trusting relationships. Together, through our collaborative planning approach, we will design recommendations that will seek to meet your needs today and better prepare you for tomorrow.

Contact one of our consultants today to schedule a no-obligation, private wealth management consultation. 

Kyle Berg
Serving:

  • Eau Claire

  • Ellsworth

  • Hudson

  • Woodbury

Todd O'Flanagan
Serving:

  • Bloomer

  • Hayward

  • Rice Lake

  • St. Croix Falls

  • Spooner

  • Stanley

Adam Gafner
Serving:

  • Appleton

  • Crivitz

  • De Pere

  • Green Bay

  • Hortonville

  • Kiel

  • Neenah

  • Marinette

  • Shawano

Gary Brewton
Serving:

  • Appleton

  • De Pere

  • Green Bay

  • Kiel

  • Neenah

  • Sheboygan

John Locke
Serving:

  • Madison

  • Middleton

  • Portage

  • Beaver Dam

  • Janesville

  • Monona

Jim Longe
Serving:

  • Greenfield

  • Milwaukee

  • West Allis

Rick Meister
Serving:

  • Berlin

  • Cedarburg

  • Fond du Lac

  • Grafton

  • Mequon

  • Sheboygan

  • Thiensville

  • West Bend

William Schnepp
Serving:

  • Brookfield

  • Brown Deer

  • Glendale

  • Menomonee Falls

  • Milwaukee

  • Pewaukee

  • Waukesha

Karl Weizenicker
Serving:

  • Kenosha

  • Milwaukee     

  • Oak Creek

  • Racine

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Securities and advisory services offered through LPL Financial. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Bank Mutual deposits and are not FDIC insured. These products are not obligations of Bank Mutual and are not endorsed, recommended or guaranteed by Bank Mutual or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. Bank Mutual and Mutual Financial Group are not registered brokers/dealers and are not affiliated with LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Wisconsin and Minnesota.