While I was deeply impressed with the school and the people before when I wrote my first review, I…read moream even more so now. Every class adds something new. The instructors understand their material at the highest levels, AND they are able to impart that understanding to students of all different learning styles. My wife and I, along with our children, have taken a number of courses and have seen visible results in our investments. The ability to repeat the courses as a refresher is invaluable. The students have formed study groups and are actively involved. OTA Milwaukee is a true "Community of Practice". It is committed to lifetime learning in a way few other institutions, including universities where I was a professor, are not. If you want to understand how the markets work, I believe this is the only place that can teach you. This is the real deal.

I recently attending a week long Forex class and was very impressed by the new facility and the…read morestaff. To put this in context, I live in Southern CA and specifically requested the instructor at this facility. I was so impressed, I have signed up for an extended class later next spring. The staff is fully committed to help the students. The amount of "one on one" help I received here made the trip worth while. Due to the friendliness of this center and everyone else I encountered in Milwaukee, I now have many reasons to consider a relocation.

Good riddance to these people - here's the headlines from 2004:…read more Strong Capital Management and its founder have agreed to pay $140 million and reduce fees to settle charges of improper mutual fund trading -- a deal that also bars Richard Strong from the securities industry for life. The settlement with the Securities and Exchange Commission, New York Attorney General Eliot Spitzer and Wisconsin Attorney General Peg Lautenschlager was announced Thursday. It is the culmination of months of often-difficult negotiations, regulators say. Strong's transgressions involved market timing, which is frequent trading, often in international funds, to exploit "stale" prices due to time differences. It is legal but might violate fund rules, and it can give market timers a profit at the expense of long-term shareholders. Regulators say that between 1998 and 2003, Strong engaged in market timing in several Strong funds, including one he managed. His personal gain on the trades was $1.8 million, Spitzer says. The company also entered into an agreement with Edward Stern's hedge funds at Canary Capital Partners to market time certain Strong funds. In return, Strong obtained non-mutual fund business from the Stern family, the SEC says. This is the second time the Strong fund company has been sanctioned by regulators for putting its interests ahead of investors. In 1994, the SEC fined Strong mutual funds $440,300 and barred an affiliate from adding clients for six months.

This firm is very professional, and quick to respond. Although we decided their services were more…read morethan we needed (our assets are just not that significant), I would not hesitate to work with them if you need tax advice or trusts established.

From the owner: Ellenbecker Investment Group's (EIG) goal is to help clients understand what they need to do to…read moreachieve their financial goals, allowing them to relax and enjoy life. EIG believes a whole-person approach is the best way to find that kind of true wealth. Our advisors help clients focus on three of the most important human dimensions: financial, personal and social wellbeing. We take the time to understand what matters to each individual now and through all of life's transitions. And most importantly, we involve clients along the way so they can gain both financial confidence and knowledge.

Annex is a marketing company moonlighting as an investment company. Poor returns driven by an…read moreoverpaid Willy Nilly analysis paralysis investment committee who's consistently behind the market. I crushed their returns with a company Fidelity 401K account with six real investment options. I know seven people who have/had money there, five left. They couldn't find a nickel if it was stuck between their bleep cheeks. Don't walk away from Annex, RUN!

Well I just received my September summary report and once again looked at $9,000+ loss for the…read moremonth. Thats 18 months in a row of losses. If Annex is a fiduciary how is losing retirement money month after month good for me ....the customer. I do keep scratching my head trying to figure out why I have certain funds in my portfolio that have a 5 year trend of losses. I did asked my "Wealth Manager" and was told not to question the investment committees decisions. Just love dealing with a condeesending individuals.(not really) I do give Annex credit for starting to put client monies into CD's. Although they were about 90-120 days late in pulling the trigger on this one. There are many good professional managers at Annex Wealth. Just wish they were more hands-on with the client regardless of the portfolio balances.

Good riddance to these people - here's the headlines from 2004:…read more Strong Capital Management and its founder have agreed to pay $140 million and reduce fees to settle charges of improper mutual fund trading -- a deal that also bars Richard Strong from the securities industry for life. The settlement with the Securities and Exchange Commission, New York Attorney General Eliot Spitzer and Wisconsin Attorney General Peg Lautenschlager was announced Thursday. It is the culmination of months of often-difficult negotiations, regulators say. Strong's transgressions involved market timing, which is frequent trading, often in international funds, to exploit "stale" prices due to time differences. It is legal but might violate fund rules, and it can give market timers a profit at the expense of long-term shareholders. Regulators say that between 1998 and 2003, Strong engaged in market timing in several Strong funds, including one he managed. His personal gain on the trades was $1.8 million, Spitzer says. The company also entered into an agreement with Edward Stern's hedge funds at Canary Capital Partners to market time certain Strong funds. In return, Strong obtained non-mutual fund business from the Stern family, the SEC says. This is the second time the Strong fund company has been sanctioned by regulators for putting its interests ahead of investors. In 1994, the SEC fined Strong mutual funds $440,300 and barred an affiliate from adding clients for six months.

Opened up an account here today... family members also have an account here ... very nice little…read morebank in the town of Menomonee Falls... very fast and friendly service... everyone in this establishment is very friendly and professional... highly recommend doing business I this establishment