About

John F. Bleidorn, CPABleidorn Tax & Investment Services, LLC was formed in 2008 by Milwaukee CPA & Owner, John F. Bleidorn

About John F. Bleidorn, CPA:
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A local native, John attended Cardinal Stritch University in Milwaukee before completing his Masters degree  in Accounting at UW-Milwaukee in 2003.  Since obtaining his CPA license in 2005, he has worked in various Tax, Audit and Accounting roles at PricewaterhouseCoopers LLP, We Energies, and Northwestern Mutual in Milwaukee.   

Before starting Bleidorn Tax & Investment Services, LLC  in 2008, he passed the Series 65 state Investment Advisor exam and has been a volunteer for financial literacy at UEDA and the IRS Low-Income Taxpayer Clinic in Milwaukee.  

When not working with clients, he enjoys spending time with his wife Chris fixing up their house, traveling, running, and practicing his language skills in Spanish, German & Hindi.            

About Bleidorn Tax & Investment Services, LLC:

John wanted to provide customized professional services to clients and enable them to have more knowledge and control in the Tax & Investment decision-making areas than was offered by most area advisors.

John noticed that the Tax professionals he knew in the area were focusing on tax return preparation without directly addressing the investment areas that his Tax clients had concerns with. 

Also, the “Investment Professionals” and “Financial Advisors” he encountered were usually product sales-focused  independent contractors working for larger financial institutions that focused on selling individuals high-cost, mediocre investment products (usually expensive mutual funds with sales loads & variable annuities that underperformed their relative benchmarks over multiple years but provided high commissions to sales agents).

John believes that there is a demand for objective & unbiased, customized, professional Tax & Investment advice based on the ideas of clarity, client education and low costs.  If you or someone you know could use an honest look at your current Tax or Investment situation from an unbiased professional CPA, feel free to give John a call for a free initial consultation.

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For a Free Portfolio Review:
414-455-5287