Wealth advice for your life's goals

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No matter what your age, or where you are on your planning journey, we can help steer you down the right path toward retirement. We will work with you to build the foundation of your plan. Over time, as life or market circumstances change, we will work with you to adjust your plan where and when needed. When it comes to retirement planning, it's never too early to start.

The Stoka Financial Group

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Maximiliano Stoka Profile Photo

    Maximiliano Stoka

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CO
    • CT
    • FL
    • GA
    • IL
    • IN
    • MI
    • MN
    • NE
    • NV
    • NY
    • PA
    • TN
    • TX
    • WI

    Prior to successful stint as an investment banker and controller, Max was a former All-American athlete at Marquette University and a professional soccer player. It was that same dedication that earned him numerous accolades as an athlete, with a BA and MBA from Marquette University, that has led to a distinguished career as Senior Vice President of Wealth Management at UBS Financial Services Inc.

    Backed by his team, The Stoka Financial Group, Max is dedicated to delivering advice with the highest level of personal service and professional integrity.

    "While our clients’ paths may differ, my goal is the same - to help them meet their individual financial goals and respond to their changing financial needs."

     One of Max's top priorities in the practice is to help construct investment portfolios based on needs, outcomes and comprehensive financial and estate planning. Max specializes in managing risk with rigorous investment selection, volatility harvesting and alternative investments. He has spent his entire career working with sophisticated clients helping them protect and increase their assets in a tax and cost efficient manner.

    Max is proud to be a native of Argentina and a long-time resident of the Milwaukee area. He currently resides in Pleasant Prairie, WI with his wife, Cheri, and their two sons. Away from the office he enjoys coaching, soccer, golf, traveling, and spending time with family and friends. Max also enjoys volunteering his time to various charities and organizations throughout the Milwaukee, Kenosha and Chicago area.

      • Marquette University, BA and MBA
      • Wealth Advisor
      411 E. Wisconsin Avenue, Suite 1700
      Milwaukee, WI 53202-4465
    • Nicholas Wilsens Profile Photo

      Nicholas Wilsens

      Wealth Strategy Associate

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      • AZ
      • CO
      • CT
      • FL
      • GA
      • IL
      • IN
      • MI
      • MN
      • NE
      • NV
      • NY
      • PA
      • TN
      • TX
      • WI

      With more than14 years of customer service experience, Nick joined the team in 2005 as a Client Service Associate. Nick's passion for excellent client service and attention to detail is evident from his past experiences and his ability to effectively resolve client problems. He is responsible for client operations and new accounts.

      Nick graduated with a BA in economics from the University of Wisconsin-Whitewater. He has earned her Series 7, 31 and 66 securities licenses as well as life and health insurance licenses.

      Nick resides in Oak Creek, WI with his wife, Lauren, and their three sons. As well as being an an active member of his church, Nick also enjoys his time spent with family and coaching his boys various sports teams.

        • University of Wisconsin-Whitewater, BA in Economics
          411 E Wisconsin Avenue
          Suite 1700
          Milwaukee, WI 53202
        Our Process

        Our Process

        A team approach

        A team approach

        Goals-based planning

        Goals-based planning

        What's your vision?

        We can help you bring your vision to life.

        Our 150-year heritage of managing the wealth of generations of the world’s visionaries—creative thinkers, driven doers, legacy builders—is a testament to our passion for what we do.

        Backed by the strength of UBS

        A global leader in wealth management

        #1

        For Ultra-High Net Worth clients

        Euromoney Private Banking and Wealth Management Survey, 2016-2022

        Best

        Global private bank services, 2016-2022
        Euromoney Private Banking and Wealth Management Survey, 2022

        Wealth Manager of the Year

        Environmental Finance IMPACT Awards 2020