Investment Advisors

Ehlers Investment Partners, LLC
www.ehlers-inc.com
Wisconsin Office
N21W23350 Ridgeview Pkwy W Suite 100
Waukesha, WI 53188
Phone: (262) 785-1520 Fax: (262) 785-1810
Contact: Ken Herdeman, President; Dawn Lawson, Inv. Services Analyst/Admin.
Minnesota Office
3060 Centre Pointe Dr.
Roseville, MN 55113-1105
Phone: (651) 697-8500 Fax: (651) 697-8555
Contact: Jack Fay, Municipal Investment Advisor; Brian Reilly, Investment Advisor
Description: Investment advisory services to local governments.
Area Served: Midwest.

Public Financial Management (PFM) 
www.pfm.com 
115 S. 84th, Suite 315 
Milwaukee,WI 53214 
Phone: (414) 771-2700 Fax: (414) 771-1041 
Contact: Contact: David Anderson, Director; Brian Della, CFA, PE, SMC; Joshua Benson, Senior Analyst 
Description: PFM is the nation’s leading independent public sector municipal advisor as ranked by Thomson Reuters, providing financial advisory services in capital formation, bond pricing and debt management, quantitative strategies, strategic planning and public/private partnerships. Additionally, PFM engages in management and budget consulting focused on capital and operating budget advice, labor management and benefits strategies for fiscal recovery and budgeting best practices, organization improvement, workforce consulting and health and human service management consulting. 
Area Served: Statewide.