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A densely populated state like Wisconsin has different types of experienced & certified financial advisors such as fiduciary financial advisors and fee only financial planners making it challenging for you to choose the one that may perfectly meet your financial situation and needs. WiserAdvisor has pre-qualified and selected some of the top qualified financial advisors, independent certified financial planners, financial advisory firms & associations in Wisconsin and has listed them below with their details such as qualifications, service offerings, and other important information that you could use while searching for financial advisors to best suit your financial and investment goals. Please note that the list of financial advisors mentioned below does not include all vetted advisors as some have not been listed as per their request. They may be available when you use our free match tool to compare up-to 3 financial advisors if they match your specific requirements and preferences.
Wisconsin
has
8
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
1107
non-vetted advisors in your local area. These financial advisors in
Wisconsin
have an average of
16
years of experience.
NOTE: The list of financial
advisors in
Wisconsin
mentioned below do not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free
match service to compare financial advisors near you in
Wisconsin
.
| List of Qualified Financial Advisors in Wisconsin | ||||
|---|---|---|---|---|
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
| Allan Haupert
CFP®, CPA AJH WEALTH MANAGEMENT 13890 Bishop's Drive, Brookfield, WI 53005 |
23 | $53 million | Not Specified | Fee-Based |
| Andrew Hermsen
Accredited Investment Fiduciary® (AIF) HERMSEN WEALTH MANAGEMENT 1200 Centennial Centre Blvd, Hobart, WI 54155 |
19 | $314,000,000 | $0 | Fee-Based |
| Brady Zwiefelhofer
CFP®, FIC, AEP®, ChFC®, RICP®, CLTC®, CLU® THRIVENT FINANCIAL 705 Bay Street Suite 2D, Chippewa Falls, WI 54729 |
6 | Not Specified | $50,000 | Fee-Based |
| Jeremy Keil
CFP®, Certified in Long-Term Care (CLTC), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC®), ChFC®, Chartered Life Underwriter (CLU®), Certified Investment Management Analyst (CIMA®) KEIL FINANCIAL PARTNERS 15350 W. National Ave, New Berlin, WI 53151 |
18 | $105,000,000 | Not Specified | Fee-Based |
| Andrew Houte
CFP®, CRPS®, EA, CASL® NEXT LEVEL PLANNING & WEALTH MANAGEMENT 325 N. Corporate Drive, Suite 120, Brookfield, WI 53045 |
18 | $85M | $250,000 | Fee-Based |
| Dean Hessler
CFP® EDELMAN FINANCIAL ENGINES, LLC 2501 West Beltline Highway Suite 103, Madison, WI 53713 |
23 | Not Specified | Not Specified | Fee-Based |
| Todd Glime
Life Underwriter Training Council Fellow (LUTCF), LUTCF® FUTURITY FIRST WEALTH MANAGEMENT 4321 West College Avenue, Appleton, WI 54914 |
18 | Not Specified | $5000.00 | Fee-Based |
| Freeman Linde
CFP®, EA LA CROSSE FINANCIAL PLANNING 700 3rd St. N, La Crosse, WI 54601 |
5 | Not Specified | Not Specified | Fee-Based |
Qualifications
CRD# 2932244
FirmCRD# 44848
Series 7, 24, 63, 65
Compensation/Fee Fee-Based, Based on Assets, Commissions, Flat Fee, Hourly
Office Location
13890 Bishop's Drive,
Suite 405,
Brookfield,
WI
53005
Phone Number
414-763-3867
Allan Haupert is the founder of AJH Wealth Management with two decades of experience in the financial services industry. With a diverse background in financial planning and accounting, he can assist clients with a wide range of services including retirement, educational, and estate planning and investment management. Allan first built his career in the world of accounting. He worked as an auditor with the global public accounting firm of Ernst & Young, and worked as a controller for a Milwaukee food wholesaling subsidiary of an international conglomerate based in the Netherlands. In 1997, he transitioned into financial services, working as a financial advisor with Morgan Stanley for several years before forming AJH Wealth Management and joining broker-dealer Kovack Securities, Inc. Allan has held the Certified Public Accountant license in Wisconsin since 1988. In 2011, he earned the CERTIFIED FINANCIAL PLANNER™ certification. CERTIFIED FINANCIAL PLANNER™ professionals are the recognized standard of excellence for personal financial planning and abide by high standards of ethical conduct and client service. He received his Bachelor of Business Administration in Accounting from the University of Wisconsin-Whitewater in 1985, graduating Magna Cum Laude, and received a Master of Business Administration in Finance, Investments, and Banking in 1991 from the University of Wisconsin.
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 a broad array of services including retirement planning, personal financial consulting, educational planning, and estate planning. Together, we will develop a comprehensive and flexible investment strategy specifically tailored with your investment goals, time horizon, comfort level, and personal preferences in mind. I am a CERTIFIED FINANCIAL PLANNER™ and a CPA and have an MBA degree in Investments, Banking and Finance from the University of Wisconsin. I am registered to conduct business in the following states: CA, CO, IA, IL, IN, MA, MI, MN, MO, NC, and WI. If you would like to learn more about the services that I have been offering since 1997, please feel free to contact me directly so that we can begin to discuss potential strategies for your financial needs. I am confident that I would be able to demonstrate to you that I really do care about all of my clients and their families. Allan Haupert is registered with and securities are offered through Kovack Securities, Inc. Member FINRA/SIPC. 6451 North Federal Highway, Suite 1201, Fort Lauderdale, FL 33308 (954) 782-4771. Advisory services offered through Kovack Advisors, Inc. FINRA Broker Check available at https://brokercheck.finra.org/.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 4673352
FirmCRD# 2225
Series 6, 7, 63, 65
Compensation/Fee Fee-Based, Based on Assets
Office Location
1200 Centennial Centre Blvd,
Suite 300,
Hobart,
WI
54155
Phone Number
920-496-0123
Andrew is an independent adviser who specializes in helping people who are already retired or close to retiring. He listens to your needs and creates a plan to help ensure your financial goals are accomplished. Mr. Hermsen only gives advice that is in your best interest and he does not receive commissions to avoid that conflict of interest. Andrew will create an investment portfolio based on the amount of risk you are comfortable taking and use low-cost investments to help you achieve the best investment return possible. An initial meeting with Andrew is free or charge and without obligation. He is confident that you will find the meeting worthwhile of your time and reassuring that you have found someone you can trust.
Andrew Hermsen is an Accredited Investment Fiduciary (AIF) with his own independent financial planning firm located in Northeast Wisconsin. He listens to you and, based on that information, will create a financial plan and investment allocation to help ensure you reach your goals. As an AIF, Andrew works as a fiduciary for you meaning he does not work on commission and only gives advice with your best interests at heart. In a short initial meeting with him, he will answer any financial questions you have. If you feel he can help you achieve your long-term goals, you can discuss working together.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management
Qualifications
CRD# 6365235
FirmCRD# 6365235
Series 7, 66
Compensation/Fee Fee-Based, Based on Assets, Commissions, Flat Fee, Hourly
Office Location
705 Bay Street Suite 2D,
Chippewa Falls,
WI
54729
Phone Number
715-514-1540
As a Financial Representative my goal is to establish an ongoing financial relationship with you to help you reach your financial goals. I specialize in retirement planning and insurance analysis, I will work with you to customize financial strategies that reflect your goals and values. I am passionate about empowering people to save for retirement and pursue their financial dreams. No matter what your financial goals are, I will build a plan around the things that you care about. My goal is to help you reach a place where you feel like you have enough for yourself and to share. My family and I love living in Wisconsin and enjoy supporting philanthropic causes. I understand that life is about those things that bring you joy and doing more with what you have. In my free time, I enjoy reading, playing golf, watching sports, biking, fishing, camping, and spending time with my family. I also volunteer with the Chippewa Falls Kiwanis, Chippewa Valley After Hours Rotary, Chippewa Falls Elks, Hallie Optimist Club, and other great organizations across the Chippewa Valley.
We are much more than insurance and financial services. We are a not-for-profit membership organization of Christians. For more than 100 years, we have helped our members be wise with money and be good stewards of the gifts God has given them. We specialize in helping people be more secure in areas of: " Retirement income planning " Investment management " Protecting loved ones against the impact of long term care, death, and disability " Charitable giving " College planning " Life insurance " Personal finance guidance My office is centrally located to help service people in the surrounding areas of the Chippewa Valley. Call or stop by my office to learn more or set up an appointment.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 4673347
FirmCRD# 304569
Series 66
Compensation/Fee Fee-Based, Based on Assets, Commissions, Flat Fee, Hourly
Office Location
15350 W. National Ave,
Suite 214,
New Berlin,
WI
53151
Phone Number
262-333-8353
I love helping people learn more about their money. Why? Because I believe that the more you know about your money, the better decisions you will make with your money. As a financial advisor at Keil Financial Partners and the host of the Retirement Revealed podcast, I work to simplify complex financial decisions so you can make smarter retirement, investment, and tax planning decisions. Retirement should create enjoyment, not anxiety. Learn how you can make meaningful strides towards an enjoyable retirement with the 5-step retirement income plan weve developed to help you make the best choices with your money. I'm more than happy to discuss how I can help you. If youd like to chat, please visit my calendar and set up a time that works best for you: http://www.calendly.com/jeremykeil Certifications: CFP® (Certified Financial Planner®) CFA® (Chartered Financial Analyst®) CLTC® (Certification for Long Term Care®) CIMA® (Certified Investment Management Analyst) ChFC® (Chartered Financial Consultant®) CLU® (Chartered Life Underwriter®) RICP® (Retirement Income Certified Professional®) CKA® (Certified Kingdom Advisor)
I help people make great retirement decisions. If you need guidance on retirement, investment and tax planning let's talk! We help people: - maximize their pension and social security decisions - manage their lifetime tax bill - optimize the tax consequences of their company stock plans including within their 401(k)
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Qualifications
CRD# 4586318
FirmCRD# 123913
Series 7, 66
Compensation/Fee Fee-Based, Based on Assets, Flat Fee
Office Location
325 N. Corporate Drive, Suite 120,
Brookfield,
WI
53045
Phone Number
414-369-6627
Partner at Next Level Planning & Wealth Management CERTIFIED FINANCIAL PLANNER™ professional Chartered Advisor for Senior Living (CASL®) Chartered Retirement Plan SpecialistSM (CRPS®) Andrew is often quoted in various print media outlets including The Wall Street Journal, Money Magazine, Kiplingers, Investment News, USA Today, Market Watch, Bloomberg, and others. Investment Advisor Representative of Great Valley Advisor Group, a registered investment advisor. Member of the Next Level Planning & Wealth Management since 2015
Our purpose is to engage with clients for them to be in position to have successful financial outcomes. The evidence from people who have been properly advised is that the real value of having a financial planner is the confidence it gives you -the sense of security, clarity and assuredness about your future. We feel financial planning works best as a long-term, ongoing relationship. Like any relationship, the probability of success increases with good communication and expectations. We continuously conduct surveys with our clients to determine what is important to them.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Tax Advice and Services
Qualifications
CRD# 2652956
FirmCRD# 104510
Series 66
Compensation/Fee Fee-Based
Office Location
2501 West Beltline Highway Suite 103,
Madison,
WI
53713
Phone Number
608-234-5121
I've been in the financial industry since 1995 because my passion in life is to help my clients succeed. It always gives me great joy to see them reach the financial goals they've worked so hard to achieve. In my spare time, I love staying fit, hiking, biking and doing landscape projects in my yard. I'm also a proud former Peace Corps volunteer.
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.
Qualifications
CRD# 4697151
Series 65
Compensation/Fee Fee-Based, Based on Assets, Commissions, Flat Fee
Office Location
4321 West College Avenue,
Suite 200,
Appleton,
WI
54914
Phone Number
920-606-9446
Todd holds a bachelor's degree in Finance from UW-Whitewater.In addition to being a Financial Planner, Todd Glime is a member of the National Association of Insurance and Financial Advisors and Fox Valley Estate Planning Council. He also holds the Life Underwriter Training Council Fellow (LUTCF) designation. In his free time, Todd likes to golf, hunt, and snowmobile.
I provide comprehensive financial planning for my clients from investment,estate planning,life insurance,annuities, disability, and long term care. I am an independent broker and represent multiple companies.I am a member of NAIFA and MDRT. I belong to the Fox Valley Estate Planning Council.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts
Qualifications
CRD# 6716820
FirmCRD# 313361
Series 66
Compensation/Fee Fee-Based, Based on Assets, Flat Fee
Office Location
700 3rd St. N,
Suite 202A,
La Crosse,
WI
54601
Phone Number
608-534-4444
Ext. 001
La Crosse Financial Planning Inc. (LaxFP) is a full-service financial planning and wealth management firm. We offer comprehensive advice and planning, as well as investment management, tax planning and preparation, estate planning and implementation, and insurance. Our team is your one relationship for all your financial planning needs (though we are happy to work with existing relationship you'd like to keep).
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
| Top Financial Advisor Firms in Wisconsin | |||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| Coordinated Capital Securities, Inc.
704 Riverplace Commerce Center Iii, Madison, WI 53716 |
$222,212,129 | 472 |
A percentage of AUM Hourly charges Fixed fees Commision Based |
| Legacy Capital Partners, Inc.
1200 North Mayfair Road , Suite 360, Milwaukee, WI 53226-3282 |
$493,640,639 | 192 |
A percentage of AUM Performance Based |
| Beadell A D Investment Counsel Inc
10224 N Port Washington Road, Mequon, WI 53092 |
$216,518,000 | 105 |
A percentage of AUM |
| Affiliated Financial Advisors Inc
2600 North Mayfair Rd. , Suite 200, Milwaukee, WI 53226 |
$385,547,783 | 1919 |
A percentage of AUM |
| Provident Trust Company
N16 W23217 Stone Ridge Drive , Suite 310, Waukesha, WI 53188-1199 |
$6,503,624,885 | 1237 |
A percentage of AUM |
| Wisconsin Capital Management, Llc
8020 Excelsior Drive Ste. 402, Madison, WI 53717 |
$340,822,929 | 59 |
A percentage of AUM |
| Warnke/Nichols Ltd.
440 Wells Street , Suite 203, Delafield, WI 53018 |
$168,719,131 | 64 |
A percentage of AUM Hourly charges |
| Kult Wealth Management Group, Llc
17100 W North Ave Suite 202, Brookfield, WI 53005 |
$101,539,000 | 61 |
A percentage of AUM |
| Skylands Capital, Llc
1200 North Mayfair Road , Suite 250, Milwaukee, WI 53226-3287 |
$888,743,417 | 16 |
A percentage of AUM Performance Based |
| Mendota Financial Group, Llc
634 West Main Street , Suite 302, Madison, WI 53703 |
$339,124,911 | 1132 |
A percentage of AUM Fixed fees |
| Capital Innovations, Llc
N19w24400 Riverwood Dr , Suite 350, Waukesha, WI 53188 |
$200,621,368 | 39 |
A percentage of AUM Fixed fees |
| Isectors, Llc
W6240 Communication Court , Suite 1, Appleton, WI 54914-8549 |
$22,165,985 | 104 |
A percentage of AUM Other (LICENSE FEES BASED ON PERCENTAGE OF ASSETS IN INVESTMENT MODELS) |
| Mcglone Suttner Wealth Management, Inc.
5765 W. Grande Market Drive , Suite A, Appleton, WI 54913 |
$540,828,299 | 1674 |
A percentage of AUM Hourly charges Fixed fees |
| Mbe Wealth Management, Llc
200 W. Warren St., Tomah, WI 54660 |
$471,139,499 | 3859 |
A percentage of AUM Hourly charges Fixed fees |
| Freedom Wealth Alliance
675 North Barker Road , Suite 220, Brookfield, WI 53045 |
$320,123,585 | 1542 |
A percentage of AUM Hourly charges Fixed fees |
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
| Barbara Finley Inquire with Barbara |
1241 John Q Hammons Dr, Madison, WI 53717 | 608-829-3259 |
| Affordable Health and More LLC Inquire with Affordable |
2605 S. Calhoun Rd., #108, New Berlin, WI 53151 | 262-439-9867 |
| Andy Mangin Inquire with Andy |
111 N Washington St 4th, Fl Ste410, Green Bay, WI 54301 | 920-436-5601 |
| Broesch Financial Group Inquire with Broesch |
1733 Manhattan Dr, Ste F, Waukesha, WI 53186 | 262-409-4240 |
| Brent Kimbel Inquire with Brent |
2601 W Beltline Hwy, Ste 104, Madison, WI 53713 | 608-819-0500 |
| Andrew Lochner Inquire with Andrew |
1110 Fourier Dr, Ste 100, Madison, WI 53717 | 608-829-6644 |
| Adam Lewitzke Inquire with Adam |
601 Willard Dr, Green Bay, WI 54304 | 920-499-0999 |
| Brandon Cintron Inquire with Brandon |
20975 Swenson Drive, Suite 300, Waukesha, WI 53186 | 262-523-8311 |
| Brett R Thom Inquire with Brett |
721 Main Ave, De Pere, WI 54115 | 920-964-0073 |
| Brian Prom Inquire with Brian |
16650 W Bluemound Rd, Ste 800, Brookfield, WI 53005 | 262-785-1010 |
Grow your AUM with pre-qualified leads!
Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?
