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Find Top Financial Advisors in Minocqua, Wisconsin

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 Minocqua, Wisconsin

Last Updated - June 26, 2025

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

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

Firm Name No. of Advisors No. of Clients AUM Fee Structure
ROBERT W. BAIRD & CO. INCORPORATED
777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391
4069 331500 $287,514,955,453
A percentage of AUM, Hourly charges, Fixed fees, Commission Based, Performance Based, Other (HARD DOLLAR PAYMENTS FOR RESEARCH)
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC
720 East Wisconsin Avenue, Milwaukee, WI 53202-4797
260 25 $281,345,911,200
A percentage of AUM, Performance Based
ARTISAN PARTNERS LIMITED PARTNERSHIP
875 East Wisconsin Avenue, Suite 800, Milwaukee, WI 53202
503 259 $151,331,807,781
A percentage of AUM, Performance Based
TRUSTAGE INVESTMENT MANAGEMENT
5910 Mineral Point Rd, Madison, WI 53705
64 350 $35,460,961,000
A percentage of AUM, Fixed fees, Other (FEE FROM AFFILIATES.)
MASON STREET ADVISORS, LLC
720 East Wisconsin Avenue, Milwaukee, WI 53202-4797
14 31 $28,558,864,166
A percentage of AUM, Other (SEE SCHEDULE D-MISCELLANEOUS)
FIDUCIARY MANAGEMENT, INC.
790 N. Water Street, Suite 2100, Milwaukee, WI 53202
26 769 $14,936,427,714
A percentage of AUM
MADISON INVESTMENT ADVISORS, LLC
550 Science Drive, Madison, WI 53711
95 14743 $13,237,436,659
A percentage of AUM, Fixed fees
TIDAL INVESTMENTS LLC
234 West Florida Street, Suite 203, Milwaukee, WI 53204
52 373 $11,334,422,677
A percentage of AUM, Fixed fees
NATIONAL INVESTMENT SERVICES OF AMERICA, LLC
777 East Wisconsin Avenue, Suite 2350, Milwaukee, WI 53202
35 313 $9,848,742,000
A percentage of AUM, Performance Based
JOHNSON WEALTH INC.
555 East Wells Street, Suite 1900, Milwaukee, WI 53202
137 2516 $8,435,966,964
A percentage of AUM, Fixed fees
ORGEL WEALTH MANAGEMENT, LLC
2420 Rivers Edge Drive, Altoona, WI 54720
78 10031 $7,104,580,359
A percentage of AUM, Fixed fees
HECK CAPITAL ADVISORS, LLC
15 East Anderson Street, Rhinelander, WI 54501
20 3566 $6,656,170,303
A percentage of AUM, Hourly charges, Fixed fees, Other (PROJECT FEES)
NICHOLAS CO INC
411 E. Wisconsin Ave., Ste 2100, Milwaukee, WI 53202-4467
17 13 $6,320,548,103
A percentage of AUM, Performance Based
HARBOUR INVESTMENTS, INC.
575 D'Onofrio Drive, Suite 300, Madison, WI 53719
228 33564 $6,101,862,276
A percentage of AUM, Hourly charges, Subscription fees, Fixed fees, Commission Based
GENEVA CAPITAL MANAGEMENT LLC
411 E. Wisconsin Ave., Suite 2320, Milwaukee, WI 53202-4461
21 3835 $5,841,894,931
A percentage of AUM, Other (MODEL PORTFOLIO FEES BASED ON UNDERLYING ASSETS.)

    Frequently Asked Questions

    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 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?

    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.