Josh Traudt, Financial Advisor in our Mequon, Wisconsin office, joined Ziegler Wealth Management in 2008. Josh has more than 16 years of experience in the financial services industry, having worked previously at both Robert W. Baird & Company and First Midwest Securities.
Josh earned his BBA in Investment Finance from the Lubar School of Business at the University of Wisconsin-Milwaukee and currently lives in Fox Point, Wisconsin. A distant relative of Solomon Juneau, one of the founders of the City of Milwaukee, Josh continues the tradition of community through his involvement with the Fox Point Foundation.
Begin by sitting down and discussing your needs and goals with Josh. He will be happy to explain the financial tools and investment opportunities available through Ziegler. Please call 262 240 3903 or 800 418 8353 to schedule a time to meet.