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.
Milwaukee
has
4
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
65
non-vetted advisors in your local area. These financial advisors in
Milwaukee, Wisconsin
have an average of
21
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 |
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, Suite 214, New Berlin, WI 53151 |
18 | $105,000,000 | Not Specified | Fee-Based |
Andrew Houte
CFP®, CRPS®, EA, CASL® NEXT LEVEL PLANNING & WEALTH MANAGEMENT 325 N. Corporate Drive, Suite 120, Brookfield, WI 53045 |
18 | $85M | $250,000 | Fee-Based |
Kurt Rozman
CFS, AAMS® FREEDOM WEALTH ALLIANCE 675 North Barker Road Suite 220, Brookfield, WI 53045 |
25 | Not Specified | Not Specified | Not Specified |
Dean Hessler
CFP® EDELMAN FINANCIAL ENGINES, LLC 2501 West Beltline Highway Suite 103, Madison, WI 53713 |
23 | Not Specified | Not Specified | Fee-Based |
Qualifications
CRD# 4673347
Firm CRD# 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)
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# 4586318
Firm CRD# 123913
Series 7, 66
Compensation/Fee Fee-Based, Based on Assets, Flat Fee
Office Location
325 N. Corporate Drive, Suite 120,
Brookfield,
WI
53045
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
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,
Brookfield,
WI
53045
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
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
CRD# 2652956
Firm CRD# 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.
Top Financial Advisor Firms in Milwaukee, Wisconsin (Ranked by AUM) |
|||
---|---|---|---|
Firm Name | AUM | No. of Clients | Fee Structure |
Robert W. Baird & Co. Incorporated
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 Other (HARD DOLLAR PAYMENTS FOR RESEARCH) |
Johnson Wealth Inc.
555 East Wells Street , Suite 1900, Milwaukee, WI 53202 |
$8,804,222,393 | 909 |
A percentage of AUM Fixed fees |
Sadoff Investment Management Llc
250 W. Coventry Ct #109, Milwaukee, WI 53217 |
$1,859,842,044 | 1246 |
A percentage of AUM |
Diversified Management Inc
330 E. Kilbourn Ave. , Suite 1475, Milwaukee, WI 53202 |
$1,578,338,763 | 1611 |
A percentage of AUM Hourly charges Fixed fees |
Northern Oak Wealth Management, Inc.
330 E Kilbourn Avenue , Suite 150, Milwaukee, WI 53202 |
$966,863,383 | 434 |
A percentage of AUM Fixed fees |
Klcm Advisors, Inc.
330 E Kilbourn Avenue , Suite 1180, Milwaukee, WI 53202 |
$923,021,783 | 459 |
A percentage of AUM Fixed fees |
Riverwater Partners Llc
1433 N. Water Street , Suite 303, Milwaukee, WI 53202 |
$894,906,446 | 480 |
A percentage of AUM Hourly charges |
Skylands Capital, Llc
1200 North Mayfair Road , Suite 250, Milwaukee, WI 53226-3287 |
$888,743,417 | 16 |
A percentage of AUM Performance Based |
Operose Advisors Llc
735 North Water Street , Suite 1440, Milwaukee, WI 53202 |
$530,408,849 | 458 |
A percentage of AUM Fixed fees |
Legacy Capital Partners, Inc.
1200 North Mayfair Road , Suite 360, Milwaukee, WI 53226-3282 |
$493,640,639 | 192 |
A percentage of AUM Performance Based |
Mccarthy Grittinger Financial Group, Llc
125 South 84th Street , Suite 130, Milwaukee, WI 53214-1498 |
$401,135,914 | 763 |
A percentage of AUM |
Affiliated Financial Advisors Inc
2600 North Mayfair Rd. , Suite 200, Milwaukee, WI 53226 |
$385,547,783 | 1919 |
A percentage of AUM |
The Invictus Collective, Llc
790 North Milwaukee Street , Suite 500a, Milwaukee, WI 53202 |
$292,228,044 | 187 |
A percentage of AUM |
Sims Capital Management Llc
225 E. Mason Street , Suite 802, Milwaukee, WI 53202 |
$52,562,136 | 17 |
A percentage of AUM Other (MINIMUM ANNUAL FEE) |
Northwestern Mutual Investment Services,Llc
720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 |
$0 | 0 |
Fixed fees Other (REFERRAL FEES) |
* 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 |
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?