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Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
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.
Madison
has
2
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
105
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 |
| Anchor Wealth Management
ANCHOR WEALTH MANAGMENT 4949 Harrison Ave, Ste 110, Rockford, IL 61063 |
Not Disclosed | $400,000,000 | $0 | Fee-Based |
Qualifications
CRD# 2652956
Firm CRD# 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 Returned Peace Corps Volunteer.
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
Firm CRD# 39543
Series 7, 24, 66
Compensation/Fee Fee-Based
Office Location
4949 Harrison Ave,
Ste 110,
Rockford,
IL
61063
Phone Number
815-201-5011
As with any long journey, we begin wealth management planning with the end in mind. By understanding where you want to be when the journey ends, we are better able to chart the course as your financial advisors. And while we can never predict all of the bumps and diversions, we can better prepare for them.
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 (Ranked by AUM) |
|||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| 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.) |
| 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 |
| THOMPSON INVESTMENT MANAGEMENT, INC.
1255 Fourier Drive , Suite 200, Madison, WI 53717 |
$3,371,912,000 | 685 |
A percentage of AUM Fixed fees |
| 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 |
| 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 |
| WALKNER CONDON FINANCIAL ADVISORS LLC
3418 Monroe Street, Madison, WI 53711 |
$459,235,563 | 1674 |
A percentage of AUM Hourly charges 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 |
| POEHLING CAPITAL MANAGEMENT, INC.
525 Junction Road , Suite 8900, Madison, WI 53717 |
$381,270,957 | 1219 |
A percentage of AUM Hourly charges |
| ENRICH FINANCIAL PARTNERS LLC
6502 Grand Teton Plaza, Suite 201, Madison, WI 53719 |
$364,478,282 | 324 |
A percentage of AUM Hourly charges Fixed fees |
| MENDOTA FINANCIAL GROUP, LLC
634 West Main Street , Suite 302, Madison, WI 53703 |
$339,124,911 | 1132 |
A percentage of AUM 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 |
| WISCONSIN CAPITAL MANAGEMENT, LLC
8020 Excelsior Drive Ste. 402, Madison, WI 53717 |
$213,785,045 | 66 |
A percentage of AUM |
| COORDINATED CAPITAL SECURITIES, INC.
704 Riverplace Commerce Center Iii, Madison, WI 53716 |
$213,362,572 | 529 |
A percentage of AUM Hourly charges Fixed fees Commision Based |
| CENTRAL WEALTH MANAGEMENT LLC
1200 John Q. Hammons Drive , Suite 501, Madison, WI 53717 |
$126,123,797 | 631 |
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 |
* 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 |
Grow your AUM with pre-qualified leads!
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