Schedule a planning appointment to:
- Collaborate on a financial plan
- Discuss your goals and investment strategies
- Get guidance on a specific situation
Already have a dedicated Fidelity advisor?
Schedule an appointmentLog In Required
Investor Center details
16020 West Bluemound Road, Brookfield WI 53005
Monday to Friday: 8:30 a.m. - 5:00 p.m.
Not sure if you need an appointment? Call us and we’ll help!
This Investor Center: 800-992-3130 (office hours only)
Fidelity Customer Service Center: 800-343-3548 (24/7)
Investor Center management details, parking, holidays, and more info
Branch Manager: Michael Groeschl
Location: The branch is located in Fountain Square Plaza.
Parking: Free parking is available at the Investor Center.
Connect with us before stopping by to see if we can help you online
Or call us at 800-343-3548
Fidelity Medicare Services® - A licensed Fidelity Medicare advisor can help you identify and enroll in the Medicare plan that makes sense for your situation.