Primary office location:


additional communities served:

Milwaukee - South 27th Street, Milwaukee - Capitol Drive, Milwaukee - Oklahoma Avenue, Milwaukee - East Wisconsin Avenue, West Allis

Office phone:  414-427-1360

Jim Longe is a financial consultant serving the investment, insurance, and wealth management needs of clients in southeast Wisconsin.

Jim has nearly 30 years of experience in the financial services industry, providing financial planning guidance, and comprehensive risk management solutions to his clients. In recent years, Jim has focused on assisting bank clients with retirement and tax planning strategies.

Jim received his bachelor’s degree from the University of Wisconsin and holds a Master of Business Administration, with an emphasis in finance, from the University of Wisconsin–Milwaukee.

Jim is an avid coin collector, focusing especially on silver dollars. He enjoys spending time with his family and three grandchildren.

Jim Longe Financial Advisor

Areas of Expertise:

  • Retirement planning 
  • Risk management 
  • Tax planning strategies

Community Involvement:

  • Honor Flight, Volunteer (2013)
  • Salvation Army, Volunteer
  • The Girl Scouts of America, Volunteer
  • The Vision Run, Volunteer

Registrations, Licenses & Certifications:

  • FINRA Series 7
  • FINRA Series 63, 65
  • Wisconsin life and health insurance licensed

FINRA Registrations held through LPL Financial.

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.