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
Seeking the help of a trustworthy financial advisor? WiserAdvisor is an ideal starting point, offering a platform to evaluate credible financial advisors and firms. Making informed financial decisions becomes easier with the guidance of a skilled professional, profoundly influencing your financial path. Therefore, we recommend using our free advisor match tool to compare up to 3 financial advisors in or near Sun Prairie, Wisconsin matched to your specific needs. Connect with a vetted financial professional and receive specific financial advice and financial strategies in areas including financial planning, investment management, wealth management, retirement planning, and estate planning.
Sun Prairie
has
6
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from. These financial advisors in
Sun Prairie,
Wisconsin
have an average of
21
years of experience.
NOTE: The list of vetted financial
advisors in
Sun Prairie,
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
Sun Prairie, Wisconsin.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| 14 Years | $80,000,000 | $100,000 | Fee-Only | |
| Not Disclosed | $205,600,000,000 | Not Specified | Fee-Only | |
| Not Disclosed | $270,770,414,647 | Not Specified | Fee-Only | |
|
BKM Wealth Management
CPA, CFP®, CIMA®, CDFA® 20300 Water Tower Blvd, Suite 250, Brookfield, WI 53045 |
Not Disclosed | $600,000,000 | $250,000 | Fee-Based |
| Not Disclosed | $270,770,414,647 | Not Specified | Fee-Only | |
| 28 Years | Not Specified | $100,000 | Fee-Based |
Qualifications
CRD# 6051170
Firm CRD# 305824
Compensation/Fee Fee-Only
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# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
2501 West Beltline Highway,
Suite 103,
Madison,
WI
53713
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
N16W23217 Stone Ridge Drive,
Suite 100,
Waukesha,
WI
53188
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
Qualifications
CRD# 4725677
Firm CRD# 323928
Series 7, 31, 66
Compensation/Fee Fee-Based, Based on Assets
Office Location
20300 Water Tower Blvd,
Suite 250,
Brookfield,
WI
53045
Phone Number
262-955-7150
BKM is a locally owned, independent, fee-only financial advisory practice in Brookfield, WI. We serve a select group of individuals, families and business owners helping them build, manage, preserve, and transition their 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, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
5215 N. Ironwood Rd,
Glendale,
WI
53217
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
Qualifications
CRD# 2783392
Firm CRD# 8032
Series 6, 7, 63, 66
Compensation/Fee Fee-Based, Hourly, Flat Fee, Based on Assets
Office Location
5404 W Elm St,
Suite J,
McHenry,
IL
60050
Phone Number
815-534-9524
Brian manages $54 million in AUM as of November 2024. As a Wealth Advisor, I make a difference in the lives of my clients every day by being available to discuss their concerns, problems and successes. I enjoy discussing what life brings us, as well as the options I can share to help. To me, the journey is as much fun as the solution. I get to know my clients and make sure they are receiving the proper guidance for their personal situation. Over the years, I have weathered market volatility and regulatory shifts with resilience, providing steadfast guidance during turbulent economic periods. This experience has not only solidified my knowledge but also cultivated a sense of trust among my clients, many of whom have relied on my counsel for decades. My commitment to upholding the highest ethical standards is evident in every client interaction. I understand the profound responsibility of managing individuals' financial well-being, and I approach each engagement with the utmost professionalism and discretion. As a testament to my dedication, I maintain an active pursuit of industry certifications and stay at the forefront of technological advancements to enhance the quality of service I deliver. With over 28 years of experience as my compass, I am excited about the opportunities to continue making a positive impact in the lives of those I serve, offering a steady hand in an ever-evolving financial landscape.
At Forward Wealth Group, we understand that each client is unique, and we tailor our solutions to address specific financial objectives and challenges. Our team of seasoned professionals brings a wealth of knowledge and a client-centric approach to every interaction. Whether you are an individual seeking personalized investment strategies, a business looking for efficient financial management solutions, or an institution requiring sophisticated financial services, we have the knowledge and resources to support your success. Embracing technological advancements from Nitrogen (formerly Riskalyze) to determine your risk score, we leverage cutting-edge tools and platforms to deliver efficient and effective financial solutions. Our commitment to innovation ensures that our clients have access to the latest financial technologies and market insights. Integrity, trust, and transparency are the cornerstones of our business. We believe in building long-lasting relationships based on mutual respect and open communication. Our commitment to ethical practices ensures that clients can rely on our services with confidence, knowing that their financial well-being is our top priority.
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, Estate Planning & Trusts, Insurance Products & Annuities
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.
