Brookfield, Wisconsin, located just outside Milwaukee, has a rural atmosphere and has been known for its dairy reputation. Brookfield has a cost of living at 13% higher than the national average. If you are looking to find a financial advisor, working with an experienced financial advisor in Brookfield that is aware of the higher cost of living could benefit your financial plans in the long run. There are over 1800 financial advisors to choose from in the Brookfield area, so finding the right advisor that meets your specific financial needs could become time consuming. That's where WiserAdvisor may be of service. It is our mission to connect people like you to the right financial advisors that can help you.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards. You need a financial advisor who will understand your specific financial situation, and has the relevant financial qualifications in Brookfield, Wisconsin.
Brookfield
has
4
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
64
non-vetted advisors in your local area. These financial advisors in
Brookfield, Wisconsin
have an average of
21
years of experience.
NOTE: The list of financial
advisors in
Brookfield, 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
Brookfield, Wisconsin.
Qualified Financial Advisors in Brookfield, Wisconsin | ||||
---|---|---|---|---|
Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
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 |
Kurt Rozman
CFS, AAMS® FREEDOM WEALTH ALLIANCE 675 North Barker Road Suite 220, Brookfield, WI 53045 |
25 | Not Specified | Not Specified | Not Specified |
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, Suite 214, New Berlin, WI 53151 |
18 | $105,000,000 | Not Specified | 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 |
Qualifications
CRD# 4586318
Firm CRD# 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# 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# 4673347
Firm CRD# 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# 2652956
Firm CRD# 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.
Top Financial Advisor Firms in Brookfield, Wisconsin (Ranked by AUM) |
|||
---|---|---|---|
Firm Name | AUM | No. of Clients | Fee Structure |
Freedom Wealth Alliance
675 North Barker Road , Suite 220, Brookfield, WI 53045 |
$320,123,585 | 1542 |
A percentage of AUM Hourly charges Fixed fees |
Charter Capital Management, Inc
13805 W Burleigh Road , Suite 100, Brookfield, WI 53005 |
$297,620,065 | 340 |
A percentage of AUM |
Sterling Capital Management Inc
17160 W. North Ave , Suite 200, Brookfield, WI 53005 |
$270,252,913 | 346 |
A percentage of AUM Hourly charges Fixed fees Performance Based |
Brook Capital
675 N.Barker Road, Suite #200, Brookfield, WI 53045 |
$207,840,969 | 1146 |
A percentage of AUM Hourly charges Fixed fees Commision Based Other (SELECTION OF OTHER ADVISORS) |
Granite Financial Group
175 N. Patrick Blvd. , Suite 170, Brookfield, WI 53045-5857 |
$185,100,000 | 516 |
A percentage of AUM Hourly charges Fixed fees |
Francis Investment Counsel Llc
19435 W. Capitol Drive, Brookfield, WI 53045 |
$176,791,312 | 2 |
Fixed fees |
Review Services Inc
13255 West Bluemound Road , Suite 205, Brookfield, WI 53005 |
$157,131,027 | 822 |
A percentage of AUM Hourly charges Fixed fees |
Envision Financial Llc
375 Bishops Way Suite 232, Brookfield, WI 53005 |
$130,766,254 | 77 |
A percentage of AUM Fixed fees |
Entasis Asset Management Llc
300 N Corporate Dr , Suite 220, Brookfield, WI 53045 |
$119,832,928 | 359 |
A percentage of AUM Fixed fees |
Kult Wealth Management Group, Llc
17100 W North Ave Suite 202, Brookfield, WI 53005 |
$101,539,000 | 61 |
A percentage of AUM |
* Additional advisors listing is provided in partnership with Yext
Financial Advisor | Office Location | Phone Number |
Brian Prom Inquire with Brian |
16650 W Bluemound Rd, Ste 800, Brookfield, WI 53005 | 262-785-1010 |
Ann Massaro DiDonato Inquire with Ann |
16650 W Bluemound Rd, Ste 800, Brookfield, WI 53005 | 262-901-1503 |
Bob DiDonato Inquire with Bob |
16650 W Bluemound Rd, Ste 800, Brookfield, WI 53005 | 262-901-1537 |
Brian Faracy Inquire with Brian |
16650 W Bluemound Rd, Ste 800, Brookfield, WI 53005 | 262-785-1010 |
Jeremy Bardon Inquire with Jeremy |
325 N Corporate Dr, Ste 110, Brookfield, WI 53045 | 262-754-5504 |
Dallen Wealth Management Group Inquire with Dallen |
18000 W Sarah Ln, Ste 230, Brookfield, WI 53045 | 262-754-9444 |
Sarah Oberhofer Inquire with Sarah |
16650 W Bluemound Rd, Ste 800, Brookfield, WI 53005 | 262-901-1582 |
Christine M King Inquire with Christine |
16650 W Bluemound Rd, Ste 800, Brookfield, WI 53005 | 262-901-1578 |
Russell Zarling Inquire with Russell |
325 N Corporate Dr, Ste 110, Brookfield, WI 53045 | 262-754-5504 |
Dunco, Braun & Associates Inquire with Dunco, |
16650 W Bluemound Rd, Ste 800, Brookfield, WI 53005 | 262-901-1514 |
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