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Find Top Financial Advisors in Mequon, Wisconsin

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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

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.

Finding the Top Financial Advisor in Mequon, Wisconsin
Last Updated - 15-May-2022

Mequon has 3 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 24 non-vetted advisors in your local area. These financial advisors in Mequon , Wisconsin have an average of 21 years of experience.

NOTE: The list of financial advisors in Mequon , 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 Mequon , Wisconsin .

Qualified Financial Advisors in Mequon, Wisconsin
Financial Advisor Experience AUM Minimum Assets Fee Structure
Allan Haupert
CFP®, CPA
AJH WEALTH MANAGEMENT
13890 Bishop's Drive,
Brookfield, WI 53005
23 $53 million Not Specified Fee-Based
Jeremy Keil
CFP®, Certified in Long-Term Care (CLTC), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC®), ChFC®, Chartered Life Underwriter (CLU®), Certified Investment Management Analyst (CIMA®)
KEIL FINANCIAL PARTNERS
15350 W. National Ave,
New Berlin, WI 53151
18 $105,000,000 Not Specified Fee-Based
Dean Hessler
CFP®
EDELMAN FINANCIAL ENGINES, LLC
2501 West Beltline Highway Suite 103,
Madison, WI 53713
23 Not Specified Not Specified Fee-Based

Information on Qualified Financial Advisors in Mequon

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.

About AJH Wealth Management

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


Qualifications CRD# 4673347
FirmCRD# 304569
Series 66

Compensation/Fee Fee-Based, Based on Assets, Commissions, Flat Fee, Hourly


Office Location 15350 W. National Ave,
Suite 214,
New Berlin,
WI
53151
Phone Number 262-333-8353

I love helping people learn more about their money. Why? Because I believe that the more you know about your money, the better decisions you will make with your money. As a financial advisor at Keil Financial Partners and the host of the Retirement Revealed podcast, I work to simplify complex financial decisions so you can make smarter retirement, investment, and tax planning decisions. Retirement should create enjoyment, not anxiety. Learn how you can make meaningful strides towards an enjoyable retirement with the 5-step retirement income plan weve developed to help you make the best choices with your money. I'm more than happy to discuss how I can help you. If youd like to chat, please visit my calendar and set up a time that works best for you: http://www.calendly.com/jeremykeil Certifications: CFP® (Certified Financial Planner®) CFA® (Chartered Financial Analyst®) CLTC® (Certification for Long Term Care®) CIMA® (Certified Investment Management Analyst) ChFC® (Chartered Financial Consultant®) CLU® (Chartered Life Underwriter®) RICP® (Retirement Income Certified Professional®) CKA® (Certified Kingdom Advisor)

About Keil Financial Partners

I help people make great retirement decisions. If you need guidance on retirement, investment and tax planning let's talk! We help people: - maximize their pension and social security decisions - manage their lifetime tax bill - optimize the tax consequences of their company stock plans including within their 401(k)

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities


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.

About Edelman Financial Engines, LLC

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.


Top Financial Advisor Firms in Mequon, Wisconsin
Firm Name AUM No. of Clients Fee Structure
Beadell A D Investment Counsel Inc
10224 N Port Washington Road,
Mequon, WI 53092
$216,518,000 105 A percentage of AUM
Pegasus Partners
1333 W. Towne Square Road,
Mequon, WI 53092
$2,289,431,155 2586 A percentage of AUM
Fixed fees
Reinhart Partners, Inc.
1500 W. Market St , Suite 100,
Mequon, WI 53092
$1,829,753,802 282 A percentage of AUM
Performance Based
Denali Wealth Management, Inc.
1325 W Towne Square Road,
Mequon, WI 53092
$229,044,000 365 A percentage of AUM
Fixed fees
Spectrum Investment Advisors, Inc.
6329 West Mequon Road,
Mequon, WI 53092
$667,516,787 844 A percentage of AUM
Hourly charges
Fixed fees
Other (BY PLAN PARTICIPANT FLAT FEES)
Highland Investment Advisors Llc
1025 W Glen Oaks Ln , Ste 108,
Mequon, WI 53092
$163,693,270 270 A percentage of AUM
Hourly charges
Fixed fees

    List of Additional Advisors in Mequon, Wisconsin*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Gary Dunco
    Inquire with Gary
    11039 N Towne Square Rd, Ste 1, Mequon, WI  53092 262-785-1010
    Tom Hille
    Inquire with Tom
    11039 N Towne Square Rd, Ste 1, Mequon, WI  53092 262-901-1575
    Morgan Stanley Financial Advisors
    Inquire with Morgan
    11501 North Port Washington, Mequon, WI  53092 262-241-1920
    Scott A Latzke
    Inquire with Scott
    11039 N Towne Square Rd, Ste 1, Mequon, WI  53092 262-797-4306
    Steven J Indermuehle
    Inquire with Steven
    11501 North Port Washington, Mequon, WI  53092 262-241-1955
    Eric Oleson
    Inquire with Eric
    11501 North Port Washington, Mequon, WI  53092 262-241-1939
    Kirk Thode
    Inquire with Kirk
    11501 North Port Washington, Mequon, WI  53092 262-241-1979
    Christine Scimeca
    Inquire with Christine
    11501 North Port Washington, Mequon, WI  53092 262-241-1945
    Richard Butler
    Inquire with Richard
    11501 North Port Washington, Mequon, WI  53092 262-241-1937
    Corby Oleson
    Inquire with Corby
    11501 North Port Washington, Mequon, WI  53092 262-241-1959
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