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Your service helped us connect with Brian who had clients similar to our situation.
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Susan, a Retired Executive from New York
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.
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 |
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# 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.
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.
* 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 |
Grow your AUM with pre-qualified leads!
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?
