Find Top Financial Advisors in Milwaukee, 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 Milwaukee, Wisconsin
Last Updated - 20-Mar-2023

Milwaukee has 4 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 66 non-vetted advisors in your local area. These financial advisors in Milwaukee, Wisconsin have an average of 17 years of experience.

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

Qualified Financial Advisors in Milwaukee, Wisconsin
Financial Advisor Experience AUM Minimum Assets Fee Structure
Andrew Houte
325 N. Corporate Drive, Suite 120,
Brookfield, WI 53045
18 $85M $250,000 Fee-Based
Kurt Rozman
675 North Barker Road Suite 220,
Brookfield, WI 53045
25 Not Specified Not Specified Not Specified
Allworth Financial
2610 Lake Cook Road Suite 250,
Riverwoods, IL 60015
Not Disclosed $10,000,000,000 Not Specified Fee-Based
Daniel Carlson
20826 River Hills Way,
Kiel, WI 53042
10 40,000,000 Not Specified Fee-Based

Information on Qualified Financial Advisors in Milwaukee

Qualifications CRD# 4586318
Firm CRD# 123913
Series 7, 66

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

Office Location 325 N. Corporate Drive, Suite 120,
Phone Number 414-369-6627

Partner at Next Level Planning & Wealth Management CERTIFIED FINANCIAL PLANNER™ professional Chartered Advisor for Senior Living (CASL®) Chartered Retirement Plan SpecialistSM (CRPS®) Andrew is often quoted in various print media outlets including The Wall Street Journal, Money Magazine, Kiplingers, Investment News, USA Today, Market Watch, Bloomberg, and others. Investment Advisor Representative of Great Valley Advisor Group, a registered investment advisor. Member of the Next Level Planning & Wealth Management since 2015

About Next Level Planning & Wealth Management

Our purpose is to engage with clients for them to be in position to have successful financial outcomes. The evidence from people who have been properly advised is that the real value of having a financial planner is the confidence it gives you -the sense of security, clarity and assuredness about your future. We feel financial planning works best as a long-term, ongoing relationship. Like any relationship, the probability of success increases with good communication and expectations. We continuously conduct surveys with our clients to determine what is important to them.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Tax Advice and Services

Qualifications CRD# 2323231
Firm CRD# 6413
Series 7, 63, 65

Office Location 675 North Barker Road Suite 220,
Phone Number 262-798-7979

Since my beginning as a financial professional, I believed that advising is about more than just money - it's the service of helping real people find the purpose and contentment they seek from a strong financial foundation. With this client-centric approach, I spent the next 25 years seeking to build a collaborative team of professionals that embody the high standards that I felt clients deserved. From that vision, Freedom Wealth Alliance, a registered investment advisory firm, was born. The Alliance of shared talent, complimentary skills and a mission to improve people's lives, drives us every day. We are now offering to share this vision with other financial advisors who strive for excellence in their field and seek needed support from an advanced service platform. FWA is home for many area advisors who share the belief that service excellence can only be achieved by a well-coordinated, well-structured team. We work together as a family just like my grandfather, my Dad and I did 30 years ago in our family hardware store. "Together, we can solve every challenge we face individually." Kurt Rozman

About Freedom Wealth Alliance

The experienced professionals at Freedom Wealth Alliance can help provide clarity to your financial objectives and direction toward your goals. Our guidance is delivered with a level of integrity and reliability that keeps your needs at the forefront. As an independent firm, we have no proprietary products to sell and no sales quotas to meet, which means you receive recommendations that are objective. We help our clients build a foundation for their financial future. They appreciate the level of attention and service we provide, and our commitment to building longstanding relationships based on trust.

Advisory Services Provided:

Portfolio Management, Retirement Planning, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals

Qualifications Firm CRD# 111167

Compensation/Fee Fee-Based

Office Location 2610 Lake Cook Road Suite 250,
Phone Number 888-242-6766

About Allworth Financial

Allworth Financial has been providing transparent, straightforward, and honest financial advice to individuals and families for more than 26 years. They are a fiduciary, fee-based firm that focuses on helping people achieve financial confidence. The advisors at Allworth are not salespeople, so their sole interest is providing the recommendations and advice people need to hear. During your free consultation, the advisor will listen to your goals, answer your questions, and lay out a series of next steps for success.

Advisory Services Provided:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts

Qualifications CRD# 6024811
Firm CRD# 302050
Series 6, 7, 63, 65

Compensation/Fee Fee-Based, Based on Assets

Office Location 20826 River Hills Way,
Phone Number 920-286-1536

With over a decade of experience as an advisor, Daniel offers financial evaluation and planning that enables individuals to achieve and maintain their income, asset, and retirement objectives. His primary focus is to build meaningful client relationships and offer a holistic approach to retirement planning and wealth management

About Farther Finance, LLC

Farther is a first-of-its-kind wealth management platform that combines the benefits of modern technology with the expertise and human touch of traditional wealth management. Backed by Bessemer Venture Partners, Context Ventures, Cota Capital, and Moneta Venture Capital, Farther caters to high-net-worth professionals who are building generational wealth and need a more holistic approach to managing their money. While there are more financial products and tools available than ever, until Farther, no solution delivered both a beautiful, well-designed technology experience and a solution to handle the complex and multifaceted nature of significant wealth.

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, Insurance Products & Annuities

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

Firm Name AUM No. of Clients Fee Structure
777 E. Wisconsin Avenue,
Milwaukee, WI 53202-5391
$275,840,179,207 272742 A percentage of AUM
Hourly charges
Fixed fees
Commision Based
Performance Based
555 East Wells Street , Suite 1900,
Milwaukee, WI 53202
$8,804,222,393 909 A percentage of AUM
Fixed fees
250 W. Coventry Ct #109,
Milwaukee, WI 53217
$1,859,842,044 1246 A percentage of AUM
330 E. Kilbourn Ave. , Suite 1475,
Milwaukee, WI 53202
$1,578,338,763 1611 A percentage of AUM
Hourly charges
Fixed fees
207 E Michigan St , Suite 200,
Milwaukee, WI 53202
$966,863,383 434 A percentage of AUM
Fixed fees
330 E Kilbourn Avenue , Suite 1180,
Milwaukee, WI 53202
$923,021,783 459 A percentage of AUM
Fixed fees
1433 N. Water Street , Suite 303,
Milwaukee, WI 53202
$894,906,446 480 A percentage of AUM
Hourly charges
1200 North Mayfair Road , Suite 250,
Milwaukee, WI 53226-3287
$888,743,417 16 A percentage of AUM
Performance Based
735 North Water Street , Suite 1440,
Milwaukee, WI 53202
$530,408,849 458 A percentage of AUM
Fixed fees
759 North Milwaukee Street,
Milwaukee, WI 53202
$469,041,009 1413 A percentage of AUM
125 South 84th Street , Suite 130,
Milwaukee, WI 53214-1498
$401,135,914 763 A percentage of AUM
2600 North Mayfair Rd. , Suite 200,
Milwaukee, WI 53226
$385,547,783 1919 A percentage of AUM
790 North Milwaukee Street , Suite 500a,
Milwaukee, WI 53202
$292,228,044 187 A percentage of AUM
225 E. Mason Street , Suite 802,
Milwaukee, WI 53202
$52,562,136 17 A percentage of AUM
720 East Wisconsin Avenue,
Milwaukee, WI 53202-4797
$0 0 Fixed fees

    List of Additional Advisors in Milwaukee, Wisconsin*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Morgan Stanley Financial Advisors
    Inquire with Morgan
    411 E Wisconsin Ave, Suite 2200, Milwaukee, WI  53202 414-226-3000
    High Point Capital Group
    Inquire with High
    1200 North Mayfair Road, Suite 300, Milwaukee, WI  53226 414-253-4600
    Gregg A Shaffer
    Inquire with Gregg
    411 E Wisconsin Ave, Suite 2200, Milwaukee, WI  53202 414-226-3019
    David Lindberg
    Inquire with David
    411 E Wisconsin Ave, Suite 2200, Milwaukee, WI  53202 414-226-3114
    Robert Roenitz
    Inquire with Robert
    411 E Wisconsin Ave, Suite 2200, Milwaukee, WI  53202 414-226-3107
    Joan Lerose
    Inquire with Joan
    411 E Wisconsin Ave, Suite 2200, Milwaukee, WI  53202 414-226-3104
    Lynn F. Ciepluch
    Inquire with Lynn
    411 E Wisconsin Ave, Suite 2200, Milwaukee, WI  53202 414-226-3121
    John J Lerose III
    Inquire with John
    411 E Wisconsin Ave, Suite 2200, Milwaukee, WI  53202 414-226-3118
    Paul S Connolly
    Inquire with Paul
    411 E Wisconsin Ave, Suite 2200, Milwaukee, WI  53202 414-226-3023
    Keith F Martens
    Inquire with Keith
    411 E Wisconsin Ave, Suite 2200, Milwaukee, WI  53202 414-226-3136
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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.

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      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?