Find Top Financial Advisors in Wisconsin
WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Wisconsin. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.
Qualifications of Financial Advisor in Wisconsin
Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.
| List of Financial Advisors in Wisconsin | ||
|---|---|---|
| Financial Advisor | Office Location | Phone Number |
| Russell Olson, CPWA® Financial Consulting Services, Inc. |
1500 River Pines Drive, Green Bay, WI 54311 |
(920) 432-5242 |
| Craig Mottl Edelman Financial Engines, LLC |
N16W23217 Stone Ridge Dr., Waukesha, WI 53188 4650 W. Spencer St., Appleton, WI 54913 |
(262) 717-0022 |
| Brian Eckert Edelman Financial Engines, LLC |
1001 W. Glen Oaks Lane, Suite 225, Mequon, WI 53092 |
(262) 717-0022 |
| Dean Hessler Edelman Financial Engines, LLC |
2501 West Beltline Highway Suite 103, Madison, WI 53713 |
(608) 234-5121 |
| Jeremy Keil Thrivent Financial |
15350 W. National Ave, New Berlin, WI 53151 |
(262) 333-8353 |
| J.D. Kopp, MBA Kopp Financial |
1002 S Fisk Street Suite #230, Green Bay, WI 54304 |
(920) 315-0121 |
| Chadwick Oldenburg, CFP®, MBA Denarius Wealth Management LLC |
3701 E Evergreen Dr, Appleton, WI 54913 |
(920) 941-0225 |
| Brad Nagel Navigen Wealth Management |
408 3rd Street Suite 402, Wausau, WI 54403 |
(715) 298-1991 |
| Andrew Hermsen Hermsen Wealth Management |
1200 Centennial Centre Blvd, Hobart, WI 54155 |
(920) 496-0123 |
Information on Qualified Financial Advisors in Wisconsin
Qualifications
CRD# 3013349
FirmCRD# 8032
Series 7, 9, 10, 31, 66
Office Location
1500 River Pines Drive,
Green Bay,
WI 54311
Phone Number
(920) 4325242
Russ started his career in the financial services industry in 1997; he joined Financial Consulting Services in 2012. Russ focuses his business on income distribution strategies for retirees, retirement solutions for individuals that have publically traded stock in their company retirement plans and high net worth individuals who are looking to simplify their investment process. Russ earned a Bachelors of Business Administration degree at St. Norbert College before completing his Masters of Science degree in financial markets from Illinois Institute of Technology. In 2011 Russ completed the demanding educational program and background check and earned the designation of Certified Private Wealth Advisor. He has his Series 7, 9, 10, 31 and 66 FINRA registrations along with his Life Insurance license in Wisconsin.
About Financial Consulting Services, Inc.
Welcome to Financial Consulting Services! For over 35 years, we've been in the business of putting people's minds at ease when it comes to their money. While we offer a multitude of financial services, we prefer not to think that we work to enhance the bottom line of a portfolio. Rather, we work to enhance people's lives and help them pursue their dreams. That's why, at Financial Consulting Services, we make it our priority to get to know you as a person. Not only do we want to provide you with the most complete course of action possible, but we also enjoy working for people we like. Whether you are working toward financial security, providing a steady stream of income, or planning for retirement, we can help simplify your finances. Financial Consulting Services can provide access to a wide range of quality investments and services to pursue your financial goals.
Qualifications
CRD# 5018780
FirmCRD# 104510
Series 7, 63, 65
Compensation/Fee
Fee Based Only - No Commissions
Office Location
N16W23217 Stone Ridge Dr.,
Suite 100,
Waukesha,
WI 53188
Phone Number
(262) 7170022
Office Location
4650 W. Spencer St.,
Appleton,WI 54913
Joined Edelman Financial Engines in 2012. Began his career in the financial services industry in 2005. Successfully completed the Series 7, 63, and 65 examination(s) administered by FINRA. Earned the CERTIFIED FINANCIAL PLANNERTM (CFP®) and the Certified Fund Specialist (CFS®) certification(s). Bachelor's degree in Business Administration from University of Wisconsin-Whitewater. Married to Tiffany. They have three child. Craig enjoys fishing, hunting, boating, and football.
About Edelman Financial Engines, LLC
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 advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. 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. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.
Qualifications
CRD# 4175089
FirmCRD# 104510
Series 7, 66
Compensation/Fee
Fee Based Only - No Commissions
Office Location
1001 W. Glen Oaks Lane, Suite 225,
Mequon,
WI 53092
Phone Number
(262) 7170022
Joined Edelman Financial Engines in 2012. Began his career in the financial services industry in 2000. Successfully completed the Series 7 and 66 examination(s) administered by FINRA. Earned the Certified Fund Specialist (CFS®) certification(s). Bachelor's degree in Business Administration from the University of Wisconsin - Whitewater. Has three children: Emily, Chase, and Amelia. Brian enjoys running, cooking, traveling, and camping.
About Edelman Financial Engines, LLC
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 advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. 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. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.
Qualifications
CRD# 2652956
FirmCRD# 104510
Series 6, 7, 63, 66
Compensation/Fee
Fee Based Only - No Commissions
Office Location
2501 West Beltline Highway Suite 103,
Madison,
WI 53713
Phone Number
(608) 2345121
Joined Edelman Financial Engines in 2009. Began his career in the financial services industry in 1993. Successfully completed the Series 66 examination(s) administered by FINRA. Earned the CERTIFIED FINANCIAL PLANNERTM (CFP®) certification(s). Master's degree in Business Administration from Iowa State University and Bachelor's degree in Agriculture from University of Wisconsin-Madison. Has 2 grown children.
About Edelman Financial Engines, LLC
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 advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. 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. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.
Qualifications
CRD# 4673347
FirmCRD# 18387
Series 7, 66
Compensation/Fee
I am a Fee-Based financial professional, Based on Assets, Commissions, Flat Fee, Subscriptions
Office Location
15350 W. National Ave,
Suite 214,
New Berlin,
WI 53151
Phone Number
(262) 3338353
Jeremy is a Wealth Advisor with Thrivent Financial. Out of over 10,000 financial advisors in Wisconsin, he is one of only six who hold both the Chartered Financial Analyst (CFA®) and Certified Financial Planner (CFP®). Additionally, Jeremy is a Certificated Kingdom Advisor. Jeremy has taught CFP® curriculum courses at Wisconsin Lutheran College and has served as an adjunct professor at Concordia University Wisconsin in Mequon, WI. Certifications: CFP® (Certified Financial Planner®) CFA® (Chartered Financial Analyst®) CLTC® (Certification for Long Term Care®) ChFC® (Chartered Financial Consultant®) CLU® (Chartered Life Underwriter®) RICP® (Retirement Income Certified Professional®)
About Thrivent Financial
No matter what your financial goals are, achieving them requires ongoing strategy and preparation. As an experienced professional, I develop integrated strategies that are specific to your individual situation. Whether you're just starting out or planning the retirement you've always dreamed about, I can help you meet your goals. As a Fortune 500 not-for-profit membership organization, Thrivent Financial helps its members achieve financial security by offering a broad range of products and services. What makes us different is what makes us strong. Because Thrivent Financial is membership-owned, we don?t answer to shareholders. We make decisions based on our members' best interests. In addition, we make it easier for you to help your congregation and community through outreach programs and activities. For questions, concerns or customer service needs, please call my office at 262-333-8353 or you may contact Thrivent directly at 1-800-847-4836. For important disclosure information, visit Thrivent . com / disclosures.
Qualifications
CRD# 5187648
FirmCRD# 169118
Series 65
Office Location
1002 S Fisk Street Suite #230,
Call: 920.315.0121,
Green Bay,
WI 54304
Phone Number
(920) 3150121
J.D. registered Kopp Financial as a Registered Investment Advisor in the State of Wisconsin after he passed the Uniform Investment Advisor Law Exam in 2013 (Series 65). Prior to founding Kopp Financial, J.D. worked for Fortune 500 companies such as IBM and Ameriprise Financial Services. J.D. has a Masters in Business Administration from Cardinal Stritch University and a Bachelor of Arts from Gustavus Adolphus College. Financial Advising is a second career for J.D., as he has over 20 years of Information Technology experience, mostly in senior management roles. J.D. founded his financial business because he believes all people deserve access to sound financial advice, not just the mass affluent. J.D. lives in Howard, Wisconsin with his wife and two children.
About Kopp Financial
You deserve access to sound financial advice, and you should not pay thousands of dollars for it. Did you know that most Financial Advisors will take more than 1% of your money from you each year? That's a lot to pay for sound advice, and it can add up to thousands of dollars for many investors. So what makes Kopp Financial different? It's simple. We charge a fair price. Most advisors charge at least 3 times more than Kopp Financial. We do things differently. We don't need to enrich ourselves at your expense, taking an unfair share of your retirement savings. We don't compromise on the quality of our services, either. Financial Advising is about knowledge, not fancy office buildings, oak desks, or expensive suits. We only invest in our expertise and the services we provide to you, keeping other costs to a minimum. This is how we provide the best Financial Advising value in Wisconsin. We are a registered investment advisor in the state of Wisconsin, operating out of the Green Bay area. We also travel to clients throughout northern Wisconsin, meeting clients in their homes. Our fee structure is simple and we never work on commission for specific financial products.
Qualifications
CRD# 5999601
FirmCRD# 168989
Series 7, 66
Compensation/Fee
I am a Fee-Only financial professional, Based on Assets, Flat Fee, Hourly
Office Location
3701 E Evergreen Dr,
Ste 225,
Appleton,
WI 54913
Phone Number
(920) 9410225
Chadwick Oldenburg, CFP®, MBA Owner/Principal Denarius Wealth Management LLC Chadwick is the founder of Denarius Wealth Management LLC. Our mission is to build long term relationships with our clients by helping them secure their financial future and manage their success. We see ourselves as personal CFOs; providing our clients with guidance, support and service to manage their financial affairs, while they concentrate on strategy and enjoy the fruits of their hard work. Prior to starting Denarius Wealth Management, Chadwick was a co-owner and Portfolio Manager at an RIA in Wauwatosa, Wisconsin which provided investment advisory services and insurance solutions to individuals, businesses, and non-profit corporations. Education & Experience Chadwick is a CERTIFIED FINANCIAL PLANNER" Practitioner. He graduated from Southern Methodist University (SMU) earning a Master of Business Administration with concentrations in both International Finance and Management Consulting and Strategy. While at SMU, Chadwick studied European Business and Financial Markets at WHU - Otto Beisheim School of Management in Vallendar, Germany. As an undergraduate at Purdue University, he graduated early (3½ years) with a Bachelor of Science in Aeronautical and Astronautical Engineering. Chadwick possesses a solid understanding of foreign protocols and cultural diversities. He has travelled extensively throughout the world including over 30 countries and 5 continents. Family & Activities Chadwick and his wife, Angela, live with their four children in Appleton, Wisconsin. In his spare time, he enjoys attending his children's activities, volunteering for various organizations, designing his homebuilt airplane, renovating his house, flying, sailing, scuba diving, travelling and reading.
About Denarius Wealth Management LLC
Denarius Wealth Management, an independent, fee-only Registered Investment Advisor (RIA), offers objective wealth management, personal financial planning, retirement plan services and investment advisory services. We provide unbiased, personalized advice through our financial planning, investment management and advisory services. Unlike a broker or registered representative, we do not get compensation and commissions by selling annuities, stocks or mutual funds to you. We work for you. As a small, privately held firm, we work to help individuals, families, trusts, foundations, and businesses build and manage more predictable, consistent and profitable portfolios over time.
Qualifications
CRD# 2586673
FirmCRD# 145458
Series 65
Compensation/Fee
I am a Fee-Only financial professional, Based on Assets, Hourly
Office Location
408 3rd Street Suite 402,
Wausau,
WI 54403
Phone Number
(715) 2981991
Brad Nagel has been serving clients in the wealth management industry for 24 years. After building his career within large, nationally recognized financial firms, Mr. Nagel envisioned something different for his clients. He wanted to offer clients unbiased wealth management advice, helping them live a great life. During the financial crisis of 2008, Brad said goodbye to the large corporation and started his own private wealth practice, Navigen Wealth Management, with the mission statement of We Manage Wealth. You Manage Life. Over his 24 year career Brad has helped his clients build wealth, retire, recover from the loss of a loved one, sell businesses, buy businesses, change jobs, buy vacation homes and numerous other life changing situations.
About Navigen Wealth Management
Navigen Wealth Management was established during the financial crisis of 2008, by Brad Nagel with the mission statement of We Manage Wealth. You Manage Life. Navigen is an independent fee-only registered investment advisory firm. Each advisor in our firm works with a limited number of clients (no more than 100) to ensure a high level of service for you. We measure our success by how effectively we are helping our clients live a great life. We will work hard to understand where you are today and where you want to be in the future. Our advisors have helped their clients retire, recover from the loss of a loved one, sell businesses, buy businesses, change jobs and buy vacation homes. We adapt our clients wealth planning to match changes that impact their lives. We manage wealth so you can manage life. Contact us today and start living the great life you deserve.
Qualifications
CRD# 4673352
FirmCRD# 2225
Series 6, 7, 63, 65
Compensation/Fee
I am a fee-based financial professional, Based on Assets, Commissions
Office Location
1200 Centennial Centre Blvd,
Suite 300,
Hobart,
WI 54155
Phone Number
(920) 4960123
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.
About Hermsen Wealth Management
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.
| List of Additional Financial Advisors in Wisconsin | |
| Legacy Financial Associates, Ltd. | Madison, WI |
| Robert W. Baird & Co. Incorporated | Milwaukee, WI |
| Packerland Brokerage Services, Inc. | Green Bay, WI |
| Arnold Investment Counsel Inc | Delafield, WI |
| Pennant Management Inc | Milwaukee, WI |
| Filbrandt Investment Advisers Incorporated | Middleton, WI |
| Premier Investment Consulting, LLC | Cudahy, WI |
| Premier Investment Consulting, LLC | Cudahy, WI |
| Red Granite Advisors Llc | Milwaukee, WI |
| Bultman Investment Management, Inc. | Milwaukee, WI |
| Peck Financial Group | Brookfield, WI |
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