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Personalized advice for portfolio size
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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
2
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from and
65
non-vetted advisors in your local area. These financial advisors in
Brookfield,
Wisconsin
have an average of
18
years of experience.
NOTE: The list of vetted financial
advisors in
Brookfield,
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
Brookfield, Wisconsin.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
|
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 |
|
Allworth Financial
AIF®, BFA", CDFA", RFC® ALLWORTH FINANCIAL 2610 Lake Cook Road Suite 250, Riverwoods, IL 60015 |
Not Disclosed | $10,000,000,000 | Not Specified | Fee-Based |
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
Firm CRD# 111167
Compensation/Fee Fee-Based
Office Location
2610 Lake Cook Road Suite 250,
Riverwoods,
IL
60015
Phone Number
888-242-6766
Allworth Financial has been providing transparent, straightforward, and honest financial advice to individuals and families for more than 26 years. They are a fiduciary, fee-based firm that focuses on helping people achieve financial confidence. The advisors at Allworth are not salespeople, so their sole interest is providing the recommendations and advice people need to hear. During your free consultation, the advisor will listen to your goals, answer your questions, and lay out a series of next steps for success.
Advisory Services Provided:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 13 | 1542 | $320,123,585 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 5 | 340 | $297,620,065 | A percentage of AUM
|
|
| 3 | 346 | $270,252,913 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based
|
|
| 4 | 1146 | $207,840,969 | A percentage of AUM, Hourly charges, Fixed fees, Commision Based, Other (SELECTION OF OTHER ADVISORS)
|
|
| 1 | 516 | $185,100,000 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 18 | 2 | $176,791,312 | Fixed fees
|
|
| 3 | 831 | $172,058,559 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 2 | 77 | $130,766,254 | A percentage of AUM, Fixed fees
|
|
| 6 | 481 | $121,313,174 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 4 | 359 | $119,832,928 | A percentage of AUM, Fixed fees
|
|
| 2 | 61 | $101,539,000 | A percentage of AUM
|
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
|---|---|---|
| 16650 W Bluemound Rd, Ste 800, Brookfield, WI 53005 | 262-785-1010 | |
| 16650 W Bluemound Rd, Ste 800, Brookfield, WI 53005 | 262-901-1503 | |
| 16650 W Bluemound Rd, Ste 800, Brookfield, WI 53005 | 262-901-1537 | |
| 16650 W Bluemound Rd, Ste 800, Brookfield, WI 53005 | 262-785-1010 | |
| 325 N Corporate Dr, Ste 110, Brookfield, WI 53045 | 262-754-5504 | |
| 18000 W Sarah Ln, Ste 230, Brookfield, WI 53045 | 262-754-9444 | |
| 16650 W Bluemound Rd, Ste 800, Brookfield, WI 53005 | 262-901-1582 | |
| 16650 W Bluemound Rd, Ste 800, Brookfield, WI 53005 | 262-901-1578 | |
| 325 N Corporate Dr, Ste 110, Brookfield, WI 53045 | 262-754-5504 | |
| 16650 W Bluemound Rd, Ste 800, Brookfield, WI 53005 | 262-901-1514 |
A financial advisor is a professional who provides financial services to their clients based on their specific circumstances and financial goals. These services may include specialized guidance and advice on various financial matters, such as financial planning, creating investment strategies, wealth management, retirement planning, and more. To further explore how financial advisors listed on our directory for the state of Wisconsin can support you, learn more about the different types of financial advisors and their areas of expertise.
A financial advisor in our directory for the state of Wisconsin can help you with your investment strategy by providing guidance on how to diversify your portfolio, monitor your investments, and suggest adjustments that align with your goals and risk tolerance. Additionally, they can help you navigate market fluctuations and make necessary adjustments to your investment portfolio. If you are looking to improve your investment portfolio, read on about why professional investment management may be right for you.
When choosing a financial advisor in Wisconsin, it is important to look for someone who is licensed and registered with the Securities and Exchange Commission (SEC) or the Financial Industry Regulatory Authority (FINRA). You may also want to consider their educational background, years of experience, and any relevant certifications, such as Certified Financial Planners (CFP), Chartered Financial Analysts (CFA), Chartered Financial Consultants (ChFC), and more. To further explore the various credentials an advisor can hold, read more about advisor designations.
A financial advisor in Wisconsin can help you develop a comprehensive retirement plan that takes into account your retirement goals, income needs, and overall financial situation. They may provide advice on topics such as when to retire, how much to save for retirement, and how to maximize your retirement income. Advisors can help you choose appropriate retirement accounts, such as IRAs or 401(k)s, and guide you in making investment decisions to grow your retirement savings. They may also help you navigate complex retirement planning issues, such as Social Security benefits and tax implications. If you are seeking to connect with a financial advisor that can assist you in securing your financial future in retirement, we suggest utilizing the free financial advisor match tool, which connects you with pre-screened and vetted advisors tailored to your specific requirements.
The cost of hiring a financial advisor in Wisconsin varies depending on the advisor's experience, services, and fee structure. Some advisors charge a percentage of assets under management, ranging from approx. 1.02% or a fixed rate of approx. $7,500 and above. Meanwhile, other advisors charge an hourly rate, fee-based, or solely earn a commission from financial product sales. It's important to understand the advisor's fee structure and any potential conflicts of interest before engaging in their services. To get a better understanding of how financial advisors charge and the factors influencing their fees, read more on what are the costs of hiring a financial advisor.
Many financial planners and wealth managers in Wisconsin are also tax professionals or work closely with tax professionals to help clients with tax planning and preparation. These professionals can help you identify tax-saving strategies and recommend tax-efficient investment options by analyzing your current tax situation. However, WiserAdvisor's directory may not include advisors that specialize in taxes. In the "Advisory Services Provided" section, you will be able to confirm if tax advice and tax preparation services are among the services an advisor offers.
