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Find Top Financial Advisors in Madison, Wisconsin

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Madison, the capital city of Wisconsin, lies west of Milwaukee and is also known for its abundance in educational institutions. Ranked 2nd in education, this college town also has a very low crime rate making it a good place to live for families, professionals and new grads. The cost of living in Madison is 7% higher than the national average, so it may be beneficial to have an experienced financial advisor by your side to guide you towards a more secure financial future. There are over 1860 financial advisors to choose from in the Madison area and deciding on the right financial advisor who will work best with your specific financial situation may be daunting. That's where WiserAdvisor can help. We specialize in connecting people to vetted fiduciary financial advisors.


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 Madison, Wisconsin.

Finding the Top Financial Advisor in Madison, Wisconsin
Last Updated - 10-May-2022

Madison has 2 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 104 non-vetted advisors in your local area. These financial advisors in Madison , Wisconsin have an average of 23 years of experience.

NOTE: The list of financial advisors in Madison , 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 Madison , Wisconsin .

Qualified Financial Advisors in Madison, Wisconsin
Financial Advisor Experience AUM Minimum Assets Fee Structure
Dean Hessler
CFP®
EDELMAN FINANCIAL ENGINES, LLC
2501 West Beltline Highway Suite 103,
Madison, WI 53713
23 Not Specified Not Specified Fee-Based
Allan Haupert
CFP®, CPA
AJH WEALTH MANAGEMENT
13890 Bishop's Drive,
Brookfield, WI 53005
23 $53 million Not Specified Fee-Based

Information on Qualified Financial Advisors in Madison

Qualifications CRD# 2652956
FirmCRD# 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.

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.


Qualifications CRD# 2932244
FirmCRD# 44848
Series 7, 24, 63, 65

Compensation/Fee Fee-Based, Based on Assets, Commissions, Flat Fee, Hourly


Office Location 13890 Bishop's Drive,
Suite 405,
Brookfield,
WI
53005
Phone Number 414-763-3867

Allan Haupert is the founder of AJH Wealth Management with two decades of experience in the financial services industry. With a diverse background in financial planning and accounting, he can assist clients with a wide range of services including retirement, educational, and estate planning and investment management. Allan first built his career in the world of accounting. He worked as an auditor with the global public accounting firm of Ernst & Young, and worked as a controller for a Milwaukee food wholesaling subsidiary of an international conglomerate based in the Netherlands. In 1997, he transitioned into financial services, working as a financial advisor with Morgan Stanley for several years before forming AJH Wealth Management and joining broker-dealer Kovack Securities, Inc. Allan has held the Certified Public Accountant license in Wisconsin since 1988. In 2011, he earned the CERTIFIED FINANCIAL PLANNER certification. CERTIFIED FINANCIAL PLANNER professionals are the recognized standard of excellence for personal financial planning and abide by high standards of ethical conduct and client service. He received his Bachelor of Business Administration in Accounting from the University of Wisconsin-Whitewater in 1985, graduating Magna Cum Laude, and received a Master of Business Administration in Finance, Investments, and Banking in 1991 from the University of Wisconsin.

About AJH Wealth Management

In today's market, it's essential to utilize a financial advisor who can provide insight and guidance based upon a thorough understanding of an investor's unique situation. As your CERTIFIED FINANCIAL PLANNER, my goal is to provide you with the highest level of personal service to help you meet your financial goals. AJH Wealth Management provides a broad array of services including retirement planning, personal financial consulting, educational planning, and estate planning. Together, we will develop a comprehensive and flexible investment strategy specifically tailored with your investment goals, time horizon, comfort level, and personal preferences in mind. I am a CERTIFIED FINANCIAL PLANNER and a CPA and have an MBA degree in Investments, Banking and Finance from the University of Wisconsin. I am registered to conduct business in the following states: CA, CO, IA, IL, IN, MA, MI, MN, MO, NC, and WI. If you would like to learn more about the services that I have been offering since 1997, please feel free to contact me directly so that we can begin to discuss potential strategies for your financial needs. I am confident that I would be able to demonstrate to you that I really do care about all of my clients and their families. Allan Haupert is registered with and securities are offered through Kovack Securities, Inc. Member FINRA/SIPC. 6451 North Federal Highway, Suite 1201, Fort Lauderdale, FL 33308 (954) 782-4771. Advisory services offered through Kovack Advisors, Inc. FINRA Broker Check available at https://brokercheck.finra.org/.

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, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


Top Financial Advisor Firms in Madison, Wisconsin
Firm Name AUM No. of Clients Fee Structure
Coordinated Capital Securities, Inc.
704 Riverplace Commerce Center Iii,
Madison, WI 53716
$222,212,129 472 A percentage of AUM
Hourly charges
Fixed fees
Commision Based
Wisconsin Capital Management, Llc
8020 Excelsior Drive Ste. 402,
Madison, WI 53717
$340,822,929 59 A percentage of AUM
Mendota Financial Group, Llc
634 West Main Street , Suite 302,
Madison, WI 53703
$339,124,911 1132 A percentage of AUM
Fixed fees
Intrepid Wealth Partners, Llc
6666 Odana Road , Suite #312,
Madison, WI 53719
$33,000,000 207 A percentage of AUM
Hourly charges
Subscription fees
Fixed fees
Thompson Investment Management, Inc.
1255 Fourier Drive , Suite 200,
Madison, WI 53717
$3,371,912,000 685 A percentage of AUM
Fixed fees
Members Capital Advisors, Inc.
5910 Mineral Point Rd,
Madison, WI 53705
$36,699,593,000 350 A percentage of AUM
Fixed fees
Other (FEE FROM AFFILIATES.)
John F Suby Wealth Management Llc
2901 West Beltline Hwy , Suite 201,
Madison, WI 53713
$2,380,713,436 325 A percentage of AUM
Hourly charges
Fixed fees
Central Wealth Management Llc
1200 John Q. Hammons Drive , Suite 501,
Madison, WI 53717
$126,123,797 631 A percentage of AUM
Fixed fees
Rmr Wealth Advisors Llc
400 Interlake Drive , Suite 200,
Madison, WI 53716-3808
$382,508,134 470 A percentage of AUM
Hourly charges
Fixed fees
Park Capital Management, Llc
1601 Greenway Cross , Suite 201,
Madison, WI 53713
$303,549,617 881 A percentage of AUM
Hourly charges
Fixed fees
Walkner Condon Financial Advisors Llc
3418 Monroe Street,
Madison, WI 53711
$459,235,563 1674 A percentage of AUM
Hourly charges
Fixed fees
Resonant Capital Advisors, Llc
33 E. Main Street , Suite 440,
Madison, WI 53703
$1,200,725,135 1425 A percentage of AUM
Hourly charges
Fixed fees
Harbour Investments, Inc.
575 D'Onofrio Drive , Suite 300,
Madison, WI 53719
$4,702,680,907 24931 A percentage of AUM
Hourly charges
Fixed fees
Commision Based
Poehling Capital Management, Inc.
525 Junction Road , Suite 8900,
Madison, WI 53717
$381,270,957 1219 A percentage of AUM
Hourly charges
Isthmus Partners, Llc
1 South Pinckney Street , Suite 818,
Madison, WI 53703
$952,505,865 1264 A percentage of AUM
Hourly charges
Fixed fees

    List of Additional Advisors in Madison, Wisconsin*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Barbara Finley
    Inquire with Barbara
    1241 John Q Hammons Dr, Madison, WI  53717 608-829-3259
    Brent Kimbel
    Inquire with Brent
    2601 W Beltline Hwy, Ste 104, Madison, WI  53713 608-819-0500
    Andrew Lochner
    Inquire with Andrew
    1110 Fourier Dr, Ste 100, Madison, WI  53717 608-829-6644
    Abigail L Grodecki
    Inquire with Abigail
    2501 W Beltline Hwy, Ste 301, Madison, WI  53713 608-819-0510
    Andy Roe
    Inquire with Andy
    1241 John Q Hammons Dr, Madison, WI  53717 608-829-3246
    Aaron Zimmer
    Inquire with Aaron
    2912 Marketplace Dr, Ste 100, Madison, WI  53719 608-663-7526
    Stan Jahn
    Inquire with Stan
    2912 Marketplace Dr, Ste 100, Madison, WI  53719 941-475-7561
    John Williams
    Inquire with John
    1110 Fourier Dr, Ste 100, Madison, WI  53717 608-829-8200
    Gregory J Thoemke
    Inquire with Gregory
    1110 Fourier Dr, Ste 100, Madison, WI  53717 608-829-6621
    Paul H Childers
    Inquire with Paul
    2501 W Beltline Hwy, Ste 301, Madison, WI  53713 608-819-0505
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