Experience

Makes all the difference

For almost two decades, The Stoka Financial Group has been committed to identifying and providing access to sophisticated ideas and opportunities. We work with a select group of high net worth individuals, families, and family offices to bring all the services and expertise from across the firm and around the globe. We believe a well-integrated plan can help provide the direction, focus and confidence these clients need to navigate any market and address your most complex financial ambitions and aspirations.

As a former professional athlete, Max has the belief that success is only achievable through discipline and hard work. What made him successful as a professional soccer player also serves as the core philosophy of The Stoka Financial Group at UBS.

“Pro athletes are used to performing under pressure; we’re very driven,” Max said. “All athletes are driven and it's this drive to be the best for our clients that we bring into the office every day."

Maximiliano Stoka

Senior Vice President–Wealth Management

Financial Advisor

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.

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

Education

  • Marquette University, BA and MBA

Credentials

  • Wealth Advisor
17335 Golf Parkway
Suite 535
Brookfield, WI 53045

Email Me

max.stoka@ubs.com
Maximiliano Stoka
17335 Golf Parkway,Brookfield,WI,53045

Nicholas Wilsens

Wealth Strategy Associate

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.

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

Education

  • University of Wisconsin-Whitewater, BA in Economics
17335 Golf Parkway
Suite 525
Brookfield, WI 53045

Email Me

nicholas.wilsens@ubs.com
Nicholas Wilsens
17335 Golf Parkway,Brookfield,WI,53045