Wisconsin Experienced
Public Finance Team

Aerial photo of Rotary Park


Who We Are

Wisconsin Public Finance Professionals, LLC is a Wisconsin firm, owned by a woman with extensive experience as a financial industry professional in Wisconsin public finance. Wisconsin Public Finance Professionals, LLC is an independent Municipal Advisor established in 2008.

Registered with the Municipal Securities Rulemaking Board and the Securities and Exchange Commission, Wisconsin Public Finance Professionals, LLC provides municipal advisory services, with a fiduciary responsibility, exclusively to Wisconsin municipalities and school districts. All services are performed by staff located in the Brookfield, Wisconsin office.


Experienced Financial Professionals

Our team is highly experienced in Wisconsin’s financial industry, assisting with research and development for disclosure documents, rating presentations and reports, continuing disclosure filings, coordinating closings, market research and analysis.

Our team operates under the management of Carol Ann Wirth, President and sole-owner of Wisconsin Public Finance Professionals, LLC. Carol is a professional with extensive experience in working exclusively in Wisconsin public finance. Carol:

  • Is MSRB and SEC Registered as a Municipal Advisor Representative (Series 50) and Municipal Advisor Principal (Series 54).
  • Is responsible for overall management of the firm and relationship manager.
  • Has over 40 years of experience working exclusively with Wisconsin municipalities and school districts to accomplish their public finance goals.
  • Has career experience in Wisconsin, which includes employment with various broker-dealer firms as a Registered Representative and a Registered Principal to manage their Public Finance Departments in Wisconsin.
  • Has comprehensive experience with and understanding of Wisconsin laws and Federal regulations governing public finance for all units of local government in Wisconsin (cities, counties, school districts, villages, towns, vocational districts, sanitary districts).
  • Has extensive experience with servicing Wisconsin local units of government – structuring options, customized financial plans, on-site bond rating assistance, and strong communication skills for committee, council, board and community group (referendum) presentations.
Carol Wirth Headshot
  • Multi-Year Capital Improvement Programs
  • Building Construction and Maintenance Projects
  • Street & Infrastructure Improvements
  • Water/Sewer/Electric Utility Projects
  • Municipal Vehicles and Equipment
  • Technology and Equipment
  • Tax Increment District Projects
  • Parks and Playgrounds
  • Debt Restructuring
  • Savings
  • Eliminate Bond Covenants
  • Cash Defeasance
  • Cash Flow
  • Debt Instrument Options
  • State and Federal Requirements – Compliance
  • Amortization Terms
  • Market Access Assistance
  • Rating Agency Selection
  • Rating Methodology – Scoring
  • Perform In-House Rating
  • Prepare Rating Outline
  • Client Preparation
  • On-Site Participation
  • Referendum Strategy
  • Type of Referendum Question
  • Ballot Language Guidance
  • Public and/or Board Workshops
  • Tax Impact Calculations
  • Community Information Materials
  • Public Referendum Meetings
  • Issuer Annual Report Filings
  • Notice of Material Event Filings
  • Principal & Interest Payment Reminders
  • DTC Interventions
  • Annual Reserve Fund Calculations
  • Call Notice Assistance
  • Bond Rating Surveillance Assistance
  • Future Debt Amortization Scenarios
  • Future Project Planning Meetings
  • Staff & Community Education & Updates

Contact Us

We’re Here to Help

To get in touch with Wisconsin Public Finance Professionals, please fill out the form below. We will contact you as soon as possible.

    155 S. Executive Drive, Suite 211
    Brookfield, WI 53005