Madison

Visit Schwab's Middleton, WI branch, your local investment firm offering financial services near you.

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Address

8333 Greenway Boulevard, Suite #180
Middleton, WI 53562-3684: opens in a new window

We are located on Greenway Blvd just south from the Greenway Station Mall entrance.

Ample free parking in attached parking lot.

Hours

Mon - Fri: 8:30 a.m. - 5:00 p.m.
Sat - Sun: Closed
Check deposits only. Accepted until 5:00 p.m.

Contacts

Branch phone: 608-824-2030
24/7 support: 800-435-4000

Please schedule an appointment before visiting so that we may provide you with the best service possible.

Your needs, expertly handled.

Schwab Consultants have one goal: to help you reach your goals. Benefit from our expertise, and rest assured your local branch team is always available to answer questions or provide guidance on your financial strategy.

Sarah Knudson

VP - Assistant Branch Manager | CFP®, MBA

Paul Blaney

VP - Sr. Financial Consultant

Cashton Craig

VP - Financial Consultant | CFP®, MBA

Olusegun Osayemi

VP - Financial Consultant | AAMS®, CRPC®

Cruse Schuster

VP - Financial Consultant | CFP®

We have one focus: You.

Whether you prefer to manage your own investments or work with a Consultant, we support every financial journey and offer tailored solutions for all wealth levels. As your needs evolve, your Schwab team can grow with you—ensuring that your financial strategy stays seamless and aligns with what matters most to you and your family.

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Past performance is no guarantee of future results.

There are eligibility requirements to work with a dedicated Financial Consultant.

Talking to a Financial Consultant is complimentary, although the implementation of any recommendations made during the consultation may result in trade commissions or other fees, charges, or expenses.

Wealth management refers to products and services available through the operating subsidiaries of The Charles Schwab Corporation, of which there are important differences, including, but not limited to, the type of advice and assistance provided, fees charged, and the rights and obligations of the parties. It is important to understand the differences when determining which products and/or services to select.

(1025-SM77)

Madison

Location Details for Madison

Address

Hours

Contacts