WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Cudahy, Wisconsin. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.
Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.
|Qualified Financial Advisors in Cudahy, Wisconsin|
|Financial Advisor||Office Location||Phone Number|
CFA, ChFC®, CIMA®, CLTC, CERTIFIED FINANCIAL PLANNER™ Certificant, CLU®, ChFC®
Keil Financial Partners
15350 W. National Ave,
New Berlin, WI 53151
Personal Capital Advisors Corporation
Chicago, IL 60601
Fee-Based, Based on Assets, Commissions, Flat Fee, Subscriptions
15350 W. National Ave,
WI 53151 Phone Number 262-333-8353
Jeremy is a Wealth Advisor with Keil Financial Partners. Out of over 10,000 financial advisors in Wisconsin, he is one of only six who hold both the Chartered Financial Analyst (CFA®) and Certified Financial Planner (CFP®). Additionally, Jeremy is a Certificated Kingdom Advisor. Jeremy has taught CFP® curriculum courses at Wisconsin Lutheran College and has served as an adjunct professor at Concordia University Wisconsin in Mequon, WI. 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) Keil Financial Partners is part of the Thrivent Advisor Network, a registered investment advisor based in Minnesota.
I love helping people learn more about their money. What I love even more is helping others discover their ideal retirement strategy. That's why the Keil Financial Partners team and I work to take complex financial decisions and make them simple so you can make better decisions about your money. As one of six of the 10,000+ financial advisors in Wisconsin with the CERTIFIED FINANCIAL PLANNER® professional AND Chartered Financial Analyst® charter holder designation, I have a deep knowledge of, and a passion for, financial planning and helping clients improve their return on life. Retirement shouldn't be a burden. Let us reveal your ideal retirement picture. Keil Financial Partners is part of the Thrivent Advisor Network, a registered investment advisor based in Minnesota.
IL 60601 Phone Number 650-556-1310
WHY USE PERSONAL CAPITAL
Free Financial ToolsGet a 360-degree view of your money and see all your accounts in one place, including your investments. And go deeper with our planning and analytics tools.
Personalized AdviceOur team of licensed fiduciary advisors understands that every investor is unique. With the dynamic tools used by both you and your advisor we are able to identify and alert you to opportunities so you can act on them.
Customized StrategyCustomization begins by learning about your entire financial situation and goals. From there, we'll determine how much growth you need to reach those goals. Once we're clear on every facet of your financial life, we design a portfolio that reflects your risk and return profile.
Identify Hidden FeesYou could be losing hundreds of thousands of dollars in hidden fees in your mutual fund, investing, and retirement accounts. Discover any hidden investment fees you weren't aware of.
Invest in a Sustainable FutureOur Socially Responsible Personal Strategy (SRI) is a way for you to support and invest in companies more proactively managing environmental, social, and corporate governance related issues, also known as ESG.
Transparent FeesWe charge one all-inclusive management fee at a fraction of the cost of traditional financial institutions. There are no hidden fees, no trailing fees and no trade commissions. Personal Capital is owned by Empower Retirement, the second largest retirement services company in the US, with $709 billion in assets and 9.4 million participants as of 9/30/2020
Personal Capital provides a unique combination of personalized human advice and free, innovative technology. We have local presences nationwide and fully remote capabilities with clients in all 50 states and $15bn in assets as of 11/30/2020. Join the 2.7 million people who track over $980bn with our free tools, including our Retirement Planner, Investment Checkup™, and Fee Analyzer™.
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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?