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Susan, a Retired Executive from New York
Personalized advice for portfolio size
of 100K & above
Wisconsin boasts a diverse economy and history, with thriving industries in manufacturing, agriculture, healthcare, and tourism. Not only is this city historically wealthy, but financially as well. So it may be beneficial for residents of Wisconsin to prioritize their financial well-being and work with a financial advisor. WiserAdvisor's directory of ranked financial advisors can assist you in getting started with your search for a financial advisor that is experienced and a good fit for you. Additionally, our free personalized advisor match service can connect you with vetted financial professionals to compare. These screened advisors can work with you to create a customized financial strategy in retirement planning, investment management, wealth management, financial planning, estate planning, and more depending on your financial needs.
Wisconsin
has
8
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from and
1149
non-vetted advisors in your local area. These financial advisors in
Wisconsin
have an average of
15
years of experience.
NOTE: The list of vetted financial
advisors in
Wisconsin
mentioned below does 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.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
|
Andrew Hermsen
Accredited Investment Fiduciary® (AIF) HERMSEN WEALTH MANAGEMENT 1200 Centennial Centre Blvd, Suite 300, Hobart, WI 54155 |
19 Years | $314,000,000 | $0 | Fee-Based |
|
Brady Zwiefelhofer
CLTC®, FIC, CFP®, RICP®, AEP®, CLU®, ChFC® THRIVENT FINANCIAL 705 Bay Street Suite 2D, Chippewa Falls, WI 54729 |
6 Years | Not Specified | $50,000 | Fee-Based |
| 10 Years | $40,000,000 | $250,000 | Fee-Based | |
|
Andrew Houte
CASL®, CFP®, CRPS®, EA NEXT LEVEL PLANNING & WEALTH MANAGEMENT 325 N. Corporate Drive, Suite 120, Brookfield, WI 53045 |
18 Years | $0 | $250,000 | Fee-Based |
|
Futurity First Wealth Management Todd J. Glime Financial Planning,LLC
LUTCF®, Life Underwriter Training Council Fellow (LUTCF) FUTURITY FIRST WEALTH MANAGEMENT 4321 West College Avenue, Suite 200, Appleton, WI 54914 |
19 Years | Not Specified | $500,000 | Fee-Based |
|
Kurt Rozman
AAMS®, CFS FREEDOM WEALTH ALLIANCE 675 North Barker Road Suite 220, Brookfield, WI 53045 |
25 Years | Not Specified | Not Specified | Not Specified |
| 11 Years | $58,000,000 | $100,000 | Fee-Based | |
|
Endowment Wealth Management
AWMA®, CAIA®, CPA, CFP®, CFA® ENDOWMENT WEALTH MANAGEMENT W6272 Communication Court, Appleton, WI 54914 |
Not Disclosed | $320,000,000 | $0 | Fee-Only |
Qualifications
CRD# 4673352
Firm CRD# 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
Firm CRD# 6365235
Series 7, 66
Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
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# 6024811
Firm CRD# 302050
Series 6, 7, 63, 65
Compensation/Fee Fee-Based, Based on Assets
Office Location
20826 River Hills Way,
Kiel,
WI
53042
Phone Number
920-286-1536
With over a decade of experience as an advisor, Daniel offers financial evaluation and planning that enables individuals to achieve and maintain their income, asset, and retirement objectives. His primary focus is to build meaningful client relationships and offer a holistic approach to retirement planning and wealth management
Farther is a first-of-its-kind wealth management platform that combines the benefits of modern technology with the expertise and human touch of traditional wealth management. Backed by Bessemer Venture Partners, Context Ventures, Cota Capital, and Moneta Venture Capital, Farther caters to high-net-worth professionals who are building generational wealth and need a more holistic approach to managing their money. While there are more financial products and tools available than ever, until Farther, no solution delivered both a beautiful, well-designed technology experience and a solution to handle the complex and multifaceted nature of significant wealth.
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, Insurance Products & Annuities
Qualifications
CRD# 4586318
Firm CRD# 123913
Series 7, 66
Compensation/Fee Fee-Based, Flat Fee, Based on Assets
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# 4697151
Series 65
Compensation/Fee Fee-Based, Commissions, Flat Fee, Based on Assets
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 Fiduciary 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, 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# 2323231
Firm CRD# 6413
Series 7, 63, 65
Office Location
675 North Barker Road Suite 220,
Brookfield,
WI
53045
Phone Number
262-798-7979
Since my beginning as a financial professional, I believed that advising is about more than just money - it's the service of helping real people find the purpose and contentment they seek from a strong financial foundation. With this client-centric approach, I spent the next 25 years seeking to build a collaborative team of professionals that embody the high standards that I felt clients deserved. From that vision, Freedom Wealth Alliance, a registered investment advisory firm, was born. The Alliance of shared talent, complimentary skills and a mission to improve people's lives, drives us every day. We are now offering to share this vision with other financial advisors who strive for excellence in their field and seek needed support from an advanced service platform. FWA is home for many area advisors who share the belief that service excellence can only be achieved by a well-coordinated, well-structured team. We work together as a family just like my grandfather, my Dad and I did 30 years ago in our family hardware store. "Together, we can solve every challenge we face individually." Kurt Rozman
The experienced professionals at Freedom Wealth Alliance can help provide clarity to your financial objectives and direction toward your goals. Our guidance is delivered with a level of integrity and reliability that keeps your needs at the forefront. As an independent firm, we have no proprietary products to sell and no sales quotas to meet, which means you receive recommendations that are objective. We help our clients build a foundation for their financial future. They appreciate the level of attention and service we provide, and our commitment to building longstanding relationships based on trust.
Advisory Services Provided:
Portfolio Management, Retirement Planning, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals
Qualifications
CRD# 6051170
Firm CRD# 305824
Compensation/Fee Fee-Based
Office Location
1502 W Broadway Ste 301,
Madison,
WI
53713
Phone Number
608-204-5992
At Madison Partners, I work with you as your fiduciary partner now and through all stages of your life. Whether your goal is preparing for retirement, college savings, tax planning, or estate strategies - my personalized service will help you address your needs, wants, financial goals and objectives for many years to come. My wife, Brittany, and I live in Sun Prairie with our two children: Corey (born in 2014) and Molly (born in 2016). Brittany is a Nurse Educator at UW-Health University Hospital. We are enjoying watching the kids grow and start to participate in different activities. I grew up with both parents as teachers, and I like to think that helped prepare me in working with, and teaching clients. I graduated with a BBA and MBA in Finance from UW-Whitewater and started my career as a financial advisor in 2012. I have loved working with clients and their families to plan for and achieve each and every goal that is important to them. As a Certified Financial Planner™ professional, I am are required annually to demonstrate heightened levels of competency across a broad range of subject matter. As a fiduciary, I am required to always act in the client's best interest. This is the very highest level for a standard of care for client relationships in our industry.
At Madison Partners, we work with you as your fiduciary partner now and through all stages of your life. Whether your goal is preparing for retirement, college savings, tax planning, or estate strategies - our personalized service will help you address your needs, wants, financial goals and objectives for many years to come. What differentiates Madison Partners from many others in our industry is the unique partnership that is formed with each and every client. We will be open and transparent in our discussions. We will be strategic and comprehensive in our financial planning. We will be both tax efficient and cost efficient in our investment management, asset allocation and asset location strategy.We will be diligent in our partnership and will lead the relationships alongside your tax and legal professionals. We will be a firm you and your family can count on to deliver.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Investment Advice & Management
Qualifications
CRD# 1109543
Firm CRD# 108652
Series 65, 66
Compensation/Fee Fee-Only, Based on Assets
Office Location
W6272 Communication Court,
Appleton,
WI
54914
Phone Number
920-785-6010
Endowment Wealth Management is an SEC Registered Investment Advisor (RIA) and Multi-Family Office that has the mission to provided holistic "Fee-Only Fiduciary" family wealth management advice that will sustain our client's multi-generational family wealth, unity and legacy. EWM's professional team has over 100 plus years of experience and works together to generate a detailed Family Wealth Plan, which is written in plain English! We then implement our 3-D Endowment Investment Philosophy to tailor a portfolio that meets each client's personal risk tolerance, goals and retirement needs. EWM currently has six offices and serves clients in 21 states. We provide every client with real-time access to our digital wealth portal and secured vault technologies.
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
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 57 | 350 | $36,699,593,000 | A percentage of AUM, Fixed fees, Other (FEE FROM AFFILIATES.)
|
|
| 13 | 1237 | $6,503,624,885 | A percentage of AUM
|
|
| 21 | 685 | $3,371,912,000 | A percentage of AUM, Fixed fees
|
|
| 20 | 282 | $1,829,753,802 | A percentage of AUM, Performance Based
|
|
| 4 | 1919 | $385,547,783 | A percentage of AUM
|
|
| 8 | 1502 | $321,170,807 | A percentage of AUM, Hourly charges, Fixed fees, Commision Based
|
|
| 2 | 105 | $216,518,000 | A percentage of AUM
|
|
| 4 | 66 | $213,785,045 | A percentage of AUM
|
|
| 53 | 529 | $213,362,572 | A percentage of AUM, Hourly charges, Fixed fees, Commision Based
|
|
| 18 | 2 | $176,791,312 | Fixed fees
|
|
| 3 | 64 | $168,719,131 | A percentage of AUM, Hourly charges
|
|
| 3 | 459 | $123,035,242 | A percentage of AUM, Fixed fees
|
|
| 2 | 61 | $101,539,000 | A percentage of AUM
|
|
| 2 | 17 | $52,562,136 | A percentage of AUM, Other (MINIMUM ANNUAL FEE)
|
|
| 2216 | 0 | $0 | Fixed fees, Other (REFERRAL FEES)
|
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
|---|---|---|
| 1241 John Q Hammons Dr, Madison, WI 53717 | 608-829-3259 | |
| 2605 S. Calhoun Rd., #108, New Berlin, WI 53151 | 262-439-9867 | |
| 111 N Washington St 4th, Fl Ste410, Green Bay, WI 54301 | 920-436-5601 | |
| 1733 Manhattan Dr, Ste F, Waukesha, WI 53186 | 262-409-4240 | |
| 2601 W Beltline Hwy, Ste 104, Madison, WI 53713 | 608-819-0500 | |
| 1110 Fourier Dr, Ste 100, Madison, WI 53717 | 608-829-6644 | |
| 601 Willard Dr, Green Bay, WI 54304 | 920-499-0999 | |
| 20975 Swenson Drive, Suite 300, Waukesha, WI 53186 | 262-523-8311 | |
| 721 Main Ave, De Pere, WI 54115 | 920-964-0073 | |
| 16650 W Bluemound Rd, Ste 800, Brookfield, WI 53005 | 262-785-1010 |
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?
