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Find Top Financial Advisors in Chippewa Falls, Wisconsin

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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

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.

Finding the Top Financial Advisor in Chippewa Falls, Wisconsin
Last Updated - 19-Sep-2022

Chippewa Falls has 2 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 10 non-vetted advisors in your local area. These financial advisors in Chippewa Falls, Wisconsin have an average of 6 years of experience.

NOTE: The list of financial advisors in Chippewa Falls, 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 Chippewa Falls, Wisconsin.

Qualified Financial Advisors in Chippewa Falls, Wisconsin
Financial Advisor Experience AUM Minimum Assets Fee Structure
Brady Zwiefelhofer
CLTC®, FIC, CFP®, RICP®, AEP®, CLU®, ChFC®
THRIVENT FINANCIAL
705 Bay Street Suite 2D,
Chippewa Falls, WI 54729
6 Not Specified $50,000 Fee-Based
Peter Fleming
CFP®, ChFC®
EDELMAN FINANCIAL ENGINES, LLC
1960 Donegal Drive Suite 40,
Woodbury, MN 55125
6 Not Specified Not Specified Fee-Based

Information on Qualified Financial Advisors in Chippewa Falls

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.

About Thrivent Financial

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# 6491578
Firm CRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 1960 Donegal Drive Suite 40,
Woodbury,
MN
55125
Phone Number 952-283-7453

Happily married for 19 years to my wife, Mlada. We have one daughter, Elisabeth, a junior in high school. It is my passion to help my clients retire on time and meet their financial goals. In my spare time, I enjoy quiet walks in nature, reading, yoga, and Pilates.

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 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.


List of Additional Advisors in Chippewa Falls, Wisconsin*

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Matt Pope
Inquire with Matt
475 Chippewa Mall Dr, Ste 355, Chippewa Falls, WI  54729 715-723-6678
Benefit Wealth Partners
Inquire with Benefit
101 N Bridge St, Chippewa Falls, WI  54729 800-905-8576
Edward Jones
Inquire with Edward
16949 County Highway X, Chippewa Falls, WI  54729 715-720-8849
Edward Jones
Inquire with Edward
706 North Bridge Street, Chippewa Falls, WI  54729 715-723-8588
Edward Jones
Inquire with Edward
2751 Commercial Blvd, Ste 2, Chippewa Falls, WI  54729 715-723-2117
Edward Jones
Inquire with Edward
2029 County Hwy I, Chippewa Falls, WI  54729 715-720-6105
Edward Jones
Inquire with Edward
16949 County Highway X, Chippewa Falls, WI  54729 715-720-8849
Edward Jones
Inquire with Edward
345 Frenette Dr, Suite 5, Chippewa Falls, WI  54729 715-726-8923
Edward Jones
Inquire with Edward
706 North Bridge Street, Chippewa Falls, WI  54729 715-723-8588
Edward Jones
Inquire with Edward
706 North Bridge Street, Chippewa Falls, WI  54729 715-723-8588
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    Frequently Asked Questions

    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?