Business Details
About
Investment ServiceFinancial Planning
The Milwaukee Investor Center is relocating to 600 N. Barker Road, Brookfield, WI 53045 on Monday, 11/10/2025. Please note the current location: 16020 West Bluemound Road, Brookfield, WI 53005 will close at 1pm on Thursday, 11/06/2025 and all day Friday, 11/07/2025.
Visit a Fidelity Investor Center for a variety of financial planning, wealth management, retirement, investment, and brokerage services. Schedule a complimentary planning appointment online or by calling your local Investor Center. For service transactions, we encourage you to go digital by visiting our website or downloading the Fidelity Mobile app.
Location
Fidelity Investments - Relocated
16020 West Bluemound Road, Brookfield, WI
53005, United States
Hours
Frequently Asked Questions About Fidelity Investments - Relocated
What is the new location of the Milwaukee Investor Center starting November 10, 2025?
The Milwaukee Investor Center is relocating to 600 N. Barker Road, Brookfield, WI 53045 on Monday, 11/10/2025.
When will the current Fidelity Investments location at 16020 West Bluemound Road close?
The current location will close at 1pm on Thursday, 11/06/2025 and will be closed all day on Friday, 11/07/2025.
What services does Fidelity Investments offer at the Brookfield center?
Services include annuities, college planning, estate planning, investment guidance, life insurance, retirement planning, and wealth planning.
What are the regular operating hours of Fidelity Investments at the current Brookfield location?
The center is open Monday to Friday from 8:30 AM to 5:00 PM and closed on Saturdays and Sundays.
Are there any holiday hour changes for Fidelity Investments in late 2025?
Yes, on November 6, 2025, the center closes early at 1:00 PM, and it is closed all day on November 7, November 27, and December 25, 2025.
How can I schedule a financial planning appointment at Fidelity Investments?
You can schedule a complimentary planning appointment online through their website or by calling the local Investor Center at +1 800-992-3130.
Is there a digital option for service transactions at Fidelity Investments?
Yes, service transactions are encouraged to be done digitally via the Fidelity website or the Fidelity Mobile app.
What nearby places can I visit before or after my appointment at Fidelity Investments on West Bluemound Road?
Nearby you can visit Majestic Theater 8 for movies, The Fresh Market for groceries, or stop by Qdoba Mexican Grill for Mexican cuisine.
Are there any jewelry stores close to the Fidelity Investments location?
Yes, Pandora, Jared, and Gold Creations are nearby jewelry and fashion accessory stores.
What banks or financial institutions are nearby the Fidelity Investments Brookfield center?
Great Midwest Bank and Credit Union 1 are nearby financial institutions you might find useful during your visit.