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
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 |
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.
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.
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 |
* 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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