Broker Check
Joe LoCoco, JD

Joe LoCoco, JD

Wealth Manager

Joe has been a Financial Advisor since 2015 after transitioning his career from Bankruptcy Law. He holds a Bachelor's degree from the University of Dallas (2008) and a J.D. from Marquette Law School (2011). He is driven by a passion to ensure individuals are properly invested after witnessing the impact of the 2008 Financial Crisis on his bankruptcy clients.

Joe’s background as an attorney provides him with a unique perspective and enhanced risk identification skills. Additionally, his experience in building and running his own retirement planning business equips him to address challenges faced by entrepreneurs. Specializing in retirement planning and active investment management, Joe's works with clients who seek proactive engagement in planning and investing.

Beyond his professional endeavors, Joe is actively involved in his community as the Finance Council Chair at St. Mary’s Catholic Church in Elm Grove. In his leisure time, Joe is a chess enthusiast, enjoys fantasy baseball, and passionately supports the Packers, Brewers, and Bucks. Joe is tolerated by his wife, Laura, and his four children, Alice, Frank, Grace, and Jack.

Click HERE to schedule an appointment with Joe