Free match service | No obligation to hire
Personalized advice for
Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
Quality: All Advisors undergo strict screening to be part of our match network.
Accuracy: We match you to vetted advisors that closely align with your needs.
Simplicity: Our matching system is free and easy to use and takes less than 5 minutes to complete your request.
Confidentiality: Your privacy is important to us. Your information will only be provided to the advisors matched to you.
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
Personalized advice for portfolio size
of 100K & above
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.
Middleton
has
2
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from and
9
non-vetted advisors in your local area. These financial advisors in
Middleton
,
Wisconsin
have an average of
11
years of experience.
NOTE: The list of vetted financial
advisors in
Middleton
,
Wisconsin
mentioned below does 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
Middleton, Wisconsin.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| 11 Years | $58,000,000 | $100,000 | Fee-Based | |
| Not Disclosed | $400,000,000 | $0 | Fee-Based |
Qualifications
CRD# 6051170
Firm CRD# 305824
Compensation/Fee Fee-Based
Office Location
1502 W Broadway Ste 301,
Madison,
WI
53713
Phone Number
608-204-5992
At Madison Partners, I work with you as your fiduciary partner now and through all stages of your life. Whether your goal is preparing for retirement, college savings, tax planning, or estate strategies - my personalized service will help you address your needs, wants, financial goals and objectives for many years to come. My wife, Brittany, and I live in Sun Prairie with our two children: Corey (born in 2014) and Molly (born in 2016). Brittany is a Nurse Educator at UW-Health University Hospital. We are enjoying watching the kids grow and start to participate in different activities. I grew up with both parents as teachers, and I like to think that helped prepare me in working with, and teaching clients. I graduated with a BBA and MBA in Finance from UW-Whitewater and started my career as a financial advisor in 2012. I have loved working with clients and their families to plan for and achieve each and every goal that is important to them. As a Certified Financial Planner™ professional, I am are required annually to demonstrate heightened levels of competency across a broad range of subject matter. As a fiduciary, I am required to always act in the client's best interest. This is the very highest level for a standard of care for client relationships in our industry.
At Madison Partners, we work with you as your fiduciary partner now and through all stages of your life. Whether your goal is preparing for retirement, college savings, tax planning, or estate strategies - our personalized service will help you address your needs, wants, financial goals and objectives for many years to come. What differentiates Madison Partners from many others in our industry is the unique partnership that is formed with each and every client. We will be open and transparent in our discussions. We will be strategic and comprehensive in our financial planning. We will be both tax efficient and cost efficient in our investment management, asset allocation and asset location strategy.We will be diligent in our partnership and will lead the relationships alongside your tax and legal professionals. We will be a firm you and your family can count on to deliver.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Investment Advice & Management
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
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 22 | 3146 | $1,173,552,713 | A percentage of AUM, Hourly charges
|
|
| 5 | 1179 | $737,353,714 | A percentage of AUM, Hourly charges
|
|
| 13 | 891 | $456,282,437 | A percentage of AUM, Fixed fees
|
|
| 8 | 1502 | $321,170,807 | A percentage of AUM, Hourly charges, Fixed fees, Commision Based
|
|
| 5 | 943 | $277,009,514 | A percentage of AUM
|
|
| 1 | 267 | $215,601,271 | A percentage of AUM, Hourly charges, Fixed fees
|
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
|---|---|---|
| 9701 Brader Way, Ste 304, Middleton, WI 53562 | 608-268-2332 | |
| 9701 Brader Way, Ste 304, Middleton, WI 53562 | 608-268-2332 | |
| 8500 Greenway Blvd, Ste 105, Middleton, WI 53562 | 608-644-5055 | |
| 9701 Brader Way, Ste 304, Middleton, WI 53562 | 608-268-2332 | |
| 6405 Century Avenue, Suite 103, Middleton, WI 53562 | 608-836-8668 | |
| 1651 John Q. Hammons Dr., Middleton, WI 53562 | 608-829-3050 | |
| 1424 N High Point Rd, Suite 100, Middleton, WI 53562 | 608-833-7780 | |
| 7448 Hubbard Ave, Suite 110, Middleton, WI 53562 | 608-831-0988 | |
| 7780 Elmwood Ave, Ste 206, Middleton, WI 53562 | 608-827-6769 |
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?
