WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Alabama. 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.
| Financial Advisors in Madison, Wisconsin | ||
|---|---|---|
| Financial Advisor | Office Location | Phone Number |
| Dean Hessler Edelman Financial Engines, LLC |
2501 West Beltline Highway Suite 103, Madison, WI 53713 |
(608) 234-5121 |
| Craig Mottl Edelman Financial Engines, LLC |
N16W23217 Stone Ridge Dr., Waukesha, WI 53188 |
(262) 717-0022 |
| Jim Collicott Edelman Financial Engines, LLC |
1001 W. Glen Oaks Lane, Suite 225, Mequon, WI 53092 |
(262) 717-0022 |
Qualifications
CRD# 2652956
FirmCRD# 104510
Series 6, 7, 63, 66
Compensation/Fee
Fee Based Only - No Commissions
Office Location
2501 West Beltline Highway Suite 103,
Madison,
WI 53713
Phone Number
(608) 2345121
Joined Edelman Financial Engines in 2009. Began his career in the financial services industry in 1993. Successfully completed the Series 66 examination(s) administered by FINRA. Earned the CERTIFIED FINANCIAL PLANNERTM (CFP®) certification(s). Master's degree in Business Administration from Iowa State University and Bachelor's degree in Agriculture from University of Wisconsin-Madison. Has 2 grown children.
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 advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. 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. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.
Qualifications
CRD# 5018780
FirmCRD# 104510
Series 7, 63, 65
Compensation/Fee
Fee Based Only - No Commissions
Office Location
N16W23217 Stone Ridge Dr.,
Suite 100,
Waukesha,
WI 53188
Phone Number
(262) 7170022
Joined Edelman Financial Engines in 2012. Began his career in the financial services industry in 2005. Successfully completed the Series 7, 63, and 65 examination(s) administered by FINRA. Earned the CERTIFIED FINANCIAL PLANNERTM (CFP®) and the Certified Fund Specialist (CFS®) certification(s). Bachelor's degree in Business Administration from University of Wisconsin-Whitewater. Married to Tiffany. They have three child. Craig enjoys fishing, hunting, boating, and football.
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 advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. 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. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.
Qualifications
CRD# 2599773
FirmCRD# 104510
Series 7, 63, 66
Compensation/Fee
Fee Based Only - No Commissions
Office Location
1001 W. Glen Oaks Lane, Suite 225,
Mequon,
WI 53092
Phone Number
(262) 7170022
Joined Financial Engines in 2011. Began his career in the financial services industry in 1995. Successfully completed the Series 7, 63, and 66 examination(s) administered by FINRA. Earned the Certified Fund Specialist (CFS®) and Chartered Retirement Planning Counsel or SM (CRPC®)certification(s). Bachelor's degree in Finance from the University of Wisconsin - Milwaukee. Volunteer Coordinator for the New Berlin Athletic Association. Has two children: Trevor and Matthew. Jim enjoys coaching youth sports, running, fishing, and participating in sports.
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 advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. 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. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.
| List of Additional Financial Advisors in or around Madison, Wisconsin | |
| Legacy Financial Associates, Ltd. | Madison, WI |
Grow your AUM with pre-qualified leads!
