Find Top Financial Advisors in Middleton, 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 Middleton, Wisconsin
Last Updated - 28-Nov-2022

Middleton has 2 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 9 non-vetted advisors in your local area. These financial advisors in Middleton, Wisconsin have an average of 23 years of experience.

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

Qualified Financial Advisors in Middleton, Wisconsin
Financial Advisor Experience AUM Minimum Assets Fee Structure
Dean Hessler
2501 West Beltline Highway Suite 103,
Madison, WI 53713
23 Not Specified Not Specified Fee-Based
Anchor Wealth Management
4949 Harrison Ave,
Ste 110,
Rockford, IL 61063
Not Disclosed $400,000,000 $0 Fee-Based

Information on Qualified Financial Advisors in Middleton

Qualifications CRD# 2652956
Firm CRD# 104510
Series 66

Compensation/Fee Fee-Based

Office Location 2501 West Beltline Highway Suite 103,
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 Returned 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.

Qualifications Firm CRD# 39543
Series 7, 24, 66

Compensation/Fee Fee-Based

Office Location 4949 Harrison Ave,
Ste 110,
Phone Number 815-201-5011

About Anchor Wealth Managment

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

Top Financial Advisor Firms in Middleton, Wisconsin (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
8215 Greenway Boulevard , Suite 540,
Middleton, WI 53562
$1,173,552,713 3146 A percentage of AUM
Hourly charges
6702 Stonefield Road , Suite 201,
Middleton, WI 53562
$737,353,714 1179 A percentage of AUM
Hourly charges
8333 Greenway Blvd , Suite 330,
Middleton, WI 53562
$456,282,437 891 A percentage of AUM
Fixed fees
6417 University Avenue,
Middleton, WI 53562
$321,170,807 1502 A percentage of AUM
Hourly charges
Fixed fees
Commision Based
6300 University Avenue, Suite 100,
Middleton, WI 53562
$277,009,514 943 A percentage of AUM
8383 Greenway Blvd. , Suite 600,
Middleton, WI 53562
$215,601,271 267 A percentage of AUM
Hourly charges
Fixed fees

    List of Additional Advisors in Middleton, Wisconsin*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Kristine Hoffman
    Inquire with Kristine
    9701 Brader Way, Ste 304, Middleton, WI  53562 608-268-2332
    Nathan Komoroske
    Inquire with Nathan
    9701 Brader Way, Ste 304, Middleton, WI  53562 608-268-2332
    Thomas Freitag
    Inquire with Thomas
    8500 Greenway Blvd, Ste 105, Middleton, WI  53562 608-644-5055
    Michael J Devine
    Inquire with Michael
    9701 Brader Way, Ste 304, Middleton, WI  53562 608-268-2332
    Inquire with FPW
    6405 Century Avenue, Suite 103, Middleton, WI  53562 608-836-8668
    Starion Bank
    Inquire with Starion
    1651 John Q. Hammons Dr., Middleton, WI  53562 608-829-3050
    Edward Jones
    Inquire with Edward
    1424 N High Point Rd, Suite 100, Middleton, WI  53562 608-833-7780
    Edward Jones
    Inquire with Edward
    7448 Hubbard Ave, Suite 110, Middleton, WI  53562 608-831-0988
    Edward Jones
    Inquire with Edward
    7780 Elmwood Ave, Ste 206, Middleton, WI  53562 608-827-6769
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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?