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Stifel Mequon

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Investment
11201 N. Port Washington Rd. Mequon WI 53092

(262) 240-3914

(800) 418-8353

(262) 241-9236

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Hours:

Monday through Friday 8:00am - 5:00pm

Driving Directions:

Northwest Corner of Mequon Rd. and Port Washington Rd. above PNC Bank
About Us

Quality investment plans for business and individuals.
Rep/Contact Info

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Michael Kramer

As a Stifel financial advisor, I have worked with clients for nearly two decades to identify their financial goals and needs, and provide investments and advice tailored to each client. With a focus on planning, I sit-down together with each client to craft a plan that is focused on accumulating wealth for retirement, or generating income during those years. I believe in having an active role in the community. I serve as President to the Board of Directors for the Mequon/Thiensville Chamber of Commerce. In addition, I serve as a board member and President for Pivotal Directions, a Mequon-based non-profit organization dedicated to character and leadership development in youth.

Michael Kramer

First Vice President | Financial Advisor

Phone: (262) 240-3914

Fax: (262) 241-9236

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11201 N. Port Washington Rd. Mequon WI 53092

William G. Morse, CFP

William G. Morse, CFP

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Joshua Traudt

Joshua Traudt

Financial Advisor

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