Financial Advisors in or around Milwaukee, 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

  • We pre-screen advisors for:
    • Experience (minimum five years required)
    • Advisor Compensation (fee-based or fee-only)
    • Licensing and disclosures with SEC/FINRA
  • We do a custom match and send you profiles of 2 to 3 advisors the best suit your unique needs
  • Financial advisors contact you to set up your FREE 1-on-1 consultation. No obligation

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Results from people who have used the "Match Me" form above

Profile

Susan is in her mid 60s, retired school teacher, married, has grandkids and loves gardening and is involved in her church community.

Portfolio Size:

$200K in 403(b) and $35K cash to invest.

Former Advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
... WiserAdvisor helped us connect with Brian who had clients similar to our situation.

WiserAdvisor >   Wisconsin >   Milwaukee 

Premium Financial Advisors Listing

Allan Haupert, Financial Advisor from Milwaukee, Wisconsin

Allan Haupert

Distance: 7 miles

In today?s market, it?s essential to utilize a financial advisor who can provide insight and guidance based upon a thorough understanding of an investor's unique situation. As your Certified Financial Planner, my goal is to provide you with the highest level of personal service to help you meet your financial goals. AJH Wealth Management provides...

Jim Collicott, Financial Advisor from Milwaukee, Wisconsin

Jim Collicott

Distance: 16 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 ...

Tony Drake, Financial Advisor from Milwaukee, Wisconsin

Tony Drake

Distance: 16 miles

As a CERTIFIED FINANCIAL PLANNER(R) I know how retirement market volatility can be scary. At Drake & Associates I am able to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. I can provide you with tools where we can take a comprehensive approach ...

Richard D. Ormsby, Financial Advisor from Milwaukee, Wisconsin

Richard D. Ormsby

Distance: 21 miles

Since 1995, Rick has been dedicated to providing clients with an individually tailored approach to investing. Drawing on this experience and the resources of Merrill Lynch, Rick develops personalized, strategic solutions to address the complex needs of individuals and families with substantial wealth. Together with Specialists in different areas of...

Other Financial Advisors Listing

Timothy, Michael Bultman, Financial Advisor from Milwaukee, Wisconsin

Timothy, Michael Bultman

Bultman Investment Management, Inc.

Robinson Bosworth, Financial Advisor from Milwaukee, Wisconsin

Robinson Bosworth

Red Granite Advisors Llc

Glen Fredrick Hackmann, Financial Advisor from Milwaukee, Wisconsin

Glen Fredrick Hackmann

Robert W. Baird & Co. Incorporated

Michael Taylor, Financial Advisor from Milwaukee, Wisconsin

Michael Taylor

Merrill Lynch Global Wealth Management

As a financial advisor, I work with business owners, executives, individuals and families in Southeastern Wisconsin. I am committed to listening carefully, understanding what matters most to you, and ...

Joseph Golebiowski, Financial Advisor from Milwaukee, Wisconsin

Joseph Golebiowski

Princor Financial Services

Joe’s clients are those who would benefit most from his core proficiencies: .Financial Planning - the “Who, What and Why” •Investment Policy / Portfolio Design Strategies Assistance - the “How, Wher...

Selecting the Right Advisor

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Must Have

  • Minimum 5 years of Experience
  • 5 year clear FINRA/SEC record
  • Must be Fee Based or Fee Only