About 1st Opulence Financial

Since its inception, 1st Opulence Financial has been locally owned and operated here in Southeastern Wisconsin.  Over the years we have grown and now represent clients all over the United States, but our Midwestern roots are strong, and we service clients throughout the Milwaukee & Chicago areas.  We have helped thousands of clients meet and exceed their financial goals.

1st Opulence Financial maintains rigorous fiduciary standards while helping our clients achieve their financial future.  We base ourselves on these principles: making things simple and providing honest financial advice that is always in our clients’ best interests.  We hold integrity to our clients’ best interests as not only essential, but fundamental.

about brian

Brian Whitaker


Born and raised in Indianapolis, Indiana, Brian attended college at Indiana University.  He received his BS in Public and Environmental affairs.  Brian moved to the Milwaukee area more than 20 years ago and lives with his wife Briana and their three kids in Southeastern Wisconsin.

Professional Experience

  • Fiduciary, holds a 65 Series license
  • More than 20 years of experience in the Financial Services and Investment Advisory industries. Investment Advisory Services are offered through Great Lakes Wealth Management.
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