Investment adviser representative · The Milwealth Group, LLC
Alicia A. Theisen
CRD 5322234 · Milwaukee, WI
At a glance
Alicia A. Theisen is an investment adviser representative with The Milwealth Group, LLC in Milwaukee, WI, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Alicia’s SEC record dates to 2017, about 9 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- The Milwealth Group, LLCSince October 2017Milwaukee, WI · $497M in regulatory assets
SEC adviser record
- Registered since
- 2017 (9 years)
- Designations
- Certified Financial Planner
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Alicia’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at The Milwealth Group, LLC
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- Jacqueline A. SchneiderMilwaukee · Certified Financial Planner
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