WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Madison, 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 Madison, Wisconsin | ||
|---|---|---|
| Financial Advisor | Office Location | Phone Number |
| Matt Cuplin, CFP® CERTIFIED FINANCIAL PLANNER™ Midwest Financial Group |
1806 Seminole Highway, Madison, WI 53711 |
(608) 807-4775 |
| Todd Rendler Retirement Education Consultants |
625 Water Street, Suite 105, Prairie Du Sac, WI 53597 |
(608) 643-8882 |
Qualifications
CRD# 5422602
FirmCRD# 8032
Series 7, 63, 66
Office Location
1806 Seminole Highway,
Madison,
WI 53711
Phone Number
(608) 8074775
It's important to remember every day why we do what we do. My passion to work with individuals and families is deeply rooted in my own life experiences. I lost my mother to a decade long battle with cancer in the Spring of 2008 when she was only 52 years old. It was at that point I truly began to realize the importance of planning for your future and protecting your loved ones. Today that loss serves as a source of motivation for me as I work with others. I sincerely enjoy teaching and helping others understand their financial world by explaining it in terms they understand. By working together, we can help take away the stress associated with investing and finances by implementing a plan that is measurable, achievable, and laid out in a logical order - a plan that allows you to sleep well at night. By taking these worries away, you can focus on the things in your life that are truly important. I'm a proud graduate of Western Illinois University's School of Business and earned a Bachelors degree in Marketing and Master's in Sports Business. When I am not working, I enjoy spending time with my family, traveling, exercising and running, and trying to catch as many sporting events and concerts as I can all across the Midwest! My wife Lauren and I live in Madison with our two daughters Alyssa, and Hannah, as well as 'Addy' our loveable Jack Russell Terrier.
We are a financial and insurance services firm committed to helping people pursue and protect their financial goals and have been helping individuals, families and business owners since 1991. Our approach starts first and foremost with creating a written plan to help guide our decisions. We provide great service: Our entire team of financial advisors and staff are dedicated to our client's success and wellbeing. Leveraging the latest technology coupled with old-fashioned personal service, we do our very best to exceed our client's expectations every single day. We educate: We do much more than managing our client's money. We help them build a path to financial success and the realization of their life goals through ongoing education and behavioral coaching. We give back: We are a locally-owned firm dedicated to giving back to our community through our charitable arm and endeavor, The SPARK Society (www.sparksociety.net), sponsorship of the Profesional Fire Fighters of Wisconsin, Inc Burn Ball, and ongoing support of numerous charities and community organizations.
Qualifications
CRD# 1417382
FirmCRD# 8032
Series 7, 24, 63, 65, 66
Compensation/Fee
Fee-Based (Fee and Commissions), Based on Assets, Commissions
Office Location
625 Water Street, Suite 105,
Prairie Du Sac,
WI 53597
Phone Number
(608) 6438882
OUR MISSION: At Retirement Education Consultants, we have a simple mission: to deliver the highest possible level of financial service using strategies and tools developed for each individual, family or institution with which we do business. We strive to achieve this mission while also achieving the highest possible level of service and integrity. Accordingly, our team goes out of its way to develop deep, long-lasting relationships that make each of our clients feel that they are our top priority at all times.
When the markets turn as volatile and confusing as they have over the past years, even the most patient investors may come to question the wisdom of the financial plan and investment plan they've been following. We work with people that recognize the need for quality and straightforward advice, people who are serious about using their financial resources to seek identified goals, and people who would like professional help in making intelligent financial decisions and in taking appropriate action. At Retirement Education Consultants, our independence allows us to give you the best of two very different worlds - the focused attention and commitment to client care that comes from being a small business, combined with the resources and research sophistication of the nation's largest independent broker/dealer. We'd like to help if we can, and to that end, here's what we offer: By appointment, you're welcome to schedule an initial 15-minute phone meeting. We'll ask you to outline your financial goals, and what your investment portfolio is intended to do for you. Then we'll summarize our philosophies and our financial planning-based approach to working with our clients.
| List of Additional Financial Advisors in or around 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 |
| David Sorensen Legacy Financial Associates, Ltd. |
12, Madison, WI 53719 |
(608) 442-1400 |
Qualifications
CRD# 2652956
FirmCRD# 104510
Series 6, 7, 63, 66
Tel: (608) 2345121
2501 West Beltline Highway Suite 103,
Madison,
WI 53713
Tel: (608) 4421400
12,
Madison,
WI 53719
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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?
