Find Top Financial Advisors in Madison
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Qualifications of Financial Advisor in Madison
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, Financial Engines Advisors, LLC |
2501 West Beltline Highway Suite 103, Madison, WI 53713 |
(608) 234-5121 |
| Craig Mottl, Financial Engines Advisors, LLC |
N16W23217 Stone Ridge Dr., Waukesha, WI 53188 |
(262) 717-0022 |
| Brian Eckert, Financial Engines Advisors, LLC |
1001 W. Glen Oaks Lane, Suite 225, Mequon, WI 53092 |
(262) 717-0022 |
Information on Qualified Financial Advisors in Madison
Qualifications
CRD# 2652956
FirmCRD# 104510
Series 6, 7, 63, 66
Compensation/Fee
I am a Fee-Based financial professional
Office Location
2501 West Beltline Highway Suite 103,
Madison,
WI 53713
Phone Number
(608) 2345121
Joined 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 PLANNER TM (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.
About Financial Engines Advisors, LLC
Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).
Qualifications
CRD# 5018780
FirmCRD# 104510
Series 7, 63, 65
Compensation/Fee
I am a Fee-Based financial professional
Office Location
N16W23217 Stone Ridge Dr.,
Suite 100,
Waukesha,
WI 53188
Phone Number
(262) 7170022
Joined 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 children. Craig enjoys fishing, hunting, boating, and football.
About Financial Engines Advisors, LLC
Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).
Qualifications
CRD# 4175089
FirmCRD# 104510
Series 7, 66
Compensation/Fee
I am a Fee-Based financial professional
Office Location
1001 W. Glen Oaks Lane, Suite 225,
Mequon,
WI 53092
Phone Number
(262) 7170022
Joined Financial Engines in 2012. Began his career in the financial services industry in 2000. Successfully completed the Series 7 and 66 examination(s) administered by FINRA. Earned the Certified Fund Specialist (CFS®) certification(s). Bachelor's degree in Business Administration from the University of Wisconsin - Whitewater. Has three children: Emily, Chase, and Amelia. Brian enjoys running, cooking, traveling, and camping.
About Financial Engines Advisors, LLC
Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).
| List of Additional Financial Advisors in or around Madison, Wisconsin | |
| Legacy Financial Associates, Ltd. | Madison, WI |
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