• Our Unique Holistic Planning Approach

    Our Unique Holistic Planning Approach

    We are a comprehensive financial services firm committed to helping our clients improve their long-term financial success by offering a strong combination of experience and professional client services.

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  • Financial Services for Women

    Financial Services for Women

    Women often find themselves in very different financial circumstances with social security and retirement than their male counterparts. We understand these particular challenges to provide you with the best service possible.

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  • Life Transitions

    Life Transitions

    At Investment Concepts, Inc., we will be there to advise during life's transitions such as career moves, marriage, children, divorce or the death of a loved one.

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  • Current News That Can Affect Your Wealth

    Current News That Can Affect Your Wealth

    Katie Kessler shares her unique wealth management insight, keeping you current on news and changes in the law that could impact your wealth, estate, taxes and other financial planning.

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  • Financial Services for Members of the Military

    Financial Services for Members of the Military

    Whether you're a veteran or someone who is just starting out in their military career, we understand your concerns about estate planning, retirement and the best way to secure your family's financial security.

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  • Social Security Management

    Social Security Management

    By recognizing your precise level of financial independence and all the options available to you, we are committed to assisting you in accumulating wealth, preserving capital and generating stable income.

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  • Client Advocate Program

    Client Advocate Program

    One of the ways in which we differentiate our services from others is our focus on long-term relationships with our clients and how we continuously search for ways to provide additional, quality services.

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  • 31 Years of Trusted Financial Advice

    31 Years of Trusted Financial Advice

    Investment Concepts, Inc. celebrates 31 years of providing our clients with a relationship-driven, hands-on and client-specific approach coupled with a proactive investment strategy.

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Investment Concepts, Inc. (ICI) is an established wealth management firm employing a relationship-driven, hands-on, client-specific approach coupled with a proactive investment strategy.


Providing our clients with sound advice means nothing unless we also provide complete solutions. Our executive team and integral support staff are committed to serving our clients with the utmost respect and passion, earning their trust through superior service and performance.

We look for high performance, credibility and dependability in meeting the investment needs of each client. Our primary goal as a “financial watchdog” is to assist you in preserving capital, generating income and accumulating wealth to finance your investment goals. Our staff holds various professional designations and our qualified representatives are licensed to sell a variety of investment and insurance products. We are dedicated to developing lasting relationships with all our clients to help you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services because we know that one of the most important tools you can have is knowledge. We are independent financial advisors and this provides us with the flexibility to select investments and services that align with our clients’ needs. The personalized program that we can provide to you is a road map that will work towards a more secure financial future. And now with convenient offices in Milwaukee, Appleton and most recently, Marshfield, we are your trusted financial advisors right next door.

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Investment Concepts Inc.

231 East Buffalo Street, 4th Floor

Milwaukee, WI 53202


Toll Free: (888) 273-4280

Phone: (414) 273-4280

Fax: (414) 273-4378


To learn more about the professional history of our financial advisor(s), please visit FINRA's BrokerCheck.


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