Financial Advisors in or around Madison, Wisconsin

WiserAdvisor is the oldest and the largest independent network of financial advisors.

We will match you with 2 to 3 financial advisors who meet your specific needs

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    • Experience (minimum five years required)
    • Advisor Compensation (fee-based or fee-only)
    • Licensing and disclosures with SEC/FINRA
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Profile

Roy is in his early 70s, married, university professor and author in NY. He enjoys reading/ researching history, PLUS deep-sea fishing!.

Portfolio Size:

$960K

We needed help in getting a trust and other investment strategies setup correctly...
...WiserAdvisor service was a tremendous relief in finding an advisor. I wanted someone with TRUST, experience and someone with patience.

WiserAdvisor >   Wisconsin >   Madison 

Premium Financial Advisors Listing

Dean Hessler, Financial Advisor from Madison, Wisconsin

Dean Hessler

Distance: 3 miles

The Mutual Fund Store® is a nationally branded, independent Registered Investment Adviser (RIA) organization. Today, the company’s system* of fee-based RIA firms includes more than 100+ company and franchise locations across the U.S. In July 1996, Adam Bold opened The Mutual Fund Store in a Kansas City-area suburb. In 1998, he made his debut as ho...

Stephen Share, CFA, Financial Advisor from Madison, Wisconsin

Stephen Share, CFA

Distance: 7 miles

It is the mission of Wisco Investment Management LLC to prudently manage the funds entrusted to us by our clients. We deliver investment management services tailored to the unique circumstances of our clients while providing a superior level of dialogue and service. We are committed to thorough, sound, and informed analysis in order to achieve our ...

Other Financial Advisors Listing

John  Scherer , Financial Advisor from Madison, Wisconsin

John Scherer

Trinity Financial Planning

Trinity Financial Planning is a comprehensive financial planning and investment advisory firm that provides unbiased tax and holistic financial planning advice without the conflicts of interest inhere...

Michael, John Filbrandt, Financial Advisor from Madison, Wisconsin

Michael, John Filbrandt

Filbrandt Investment Advisers Incorporated

Steve Frystak, Financial Advisor from Madison, Wisconsin

Steve Frystak

Barton, Frystak & Associates

I work with individuals, families and business. My main objective is to help you build a solid financial foundation. Together, we create an environment unencumbered with conflict and you receive obj...

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  • Minimum 5 years of Experience
  • 5 year clear FINRA/SEC record
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