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Financial Advisor in Thiensville, Wisconsin

WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Alabama. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.

Qualifications of Financial Advisor in Thiensville

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.

Financial Advisors in Thiensville, Wisconsin
Financial Advisor Office Location Phone Number
Jim Collicott
Edelman Financial Engines, LLC
1001 W. Glen Oaks Lane, Suite 225,
Mequon, WI  53092
(262) 717-0022
Allan Haupert
AJH Wealth Management
13890 Bishop's Drive,
Brookfield, WI  53005
(414) 763-3867
Kurt Rozman
Freedom Wealth Alliance
675 North Barker Road Suite 220,
Brookfield, WI  53045
(262) 798-7979
Craig Mottl
Edelman Financial Engines, LLC
N16W23217 Stone Ridge Dr.,
Waukesha, WI  53188
(262) 717-0022
Dean Hessler
Edelman Financial Engines, LLC
2501 West Beltline Highway Suite 103,
Madison, WI  53713
(608) 234-5121

Information on Qualified Financial Advisors in Thiensville

Qualifications CRD# 2599773
FirmCRD# 104510
Series 7, 63, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 1001 W. Glen Oaks Lane, Suite 225,
Mequon,
WI 
53092
Phone Number (262) 7170022

Joined Financial Engines in 2011. Began his career in the financial services industry in 1995. Successfully completed the Series 7, 63, and 66 examination(s) administered by FINRA. Earned the Certified Fund Specialist (CFS®) and Chartered Retirement Planning Counsel or SM (CRPC®)certification(s). Bachelor's degree in Finance from the University of Wisconsin - Milwaukee. Volunteer Coordinator for the New Berlin Athletic Association. Has two children: Trevor and Matthew. Jim enjoys coaching youth sports, running, fishing, and participating in sports.

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 advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. 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. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 2932244
FirmCRD# 6413
Series 7, 24, 31, 63, 65

Compensation/Fee I am a Fee-Based financial professional, Based on Assets, Commissions


Office Location 13890 Bishop's Drive,
Suite 405,
Brookfield,
WI 
53005
Phone Number (414) 7633867

About AJH Wealth Management

In today's market, it's essential to utilize a financial advisor who can provide insight and guidance based upon a thorough understanding of an investor's unique situation. As your Certified Financial Planner, my goal is to provide you with the highest level of personal service to help you meet your financial goals. AJH Wealth Management provides a broad array of services including retirement planning, personal financial consulting, educational planning, and estate planning. Together, we will develop a comprehensive and flexible investment strategy specifically tailored with your investment goals, time horizon, comfort level, and personal preferences in mind. I am a CERTIFIED FINANCIAL PLANNER and a CPA and have an MBA degree in Investments, Banking and Finance from the University of Wisconsin. I am registered to conduct business in the following states: CA, CO, FL, IA, IL, KY, MA, MI, MN, MO, NC, NE, NY, OH, VA, and WI. If you would like to learn more about the services that I have been offering since 1997, please feel free to contact me directly so that we can begin to discuss potential strategies for your financial needs. I am confident that I would be able to demonstrate to you that I really do care about all of my clients and their families. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC.



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


Office Location 675 North Barker Road Suite 220,
Brookfield,
WI 
53045
Phone Number (262) 7987979

Kurt is driven by a singular passion in life: live the best life he can, while helping as many deserving people as possible along the way. His focus is to improve everything he touches. Kurt has spent the last 25 years of his professional career helping people improve their financial lives. Since the beginning, his focus has resulted in him outgrowing 2 investment firms, leading to his ultimate professional achievement, building and managing his own R.I.A. Kurt's goal is to bring high quality, personalized investment management within the reach of deserving investors. Recently Kurt reinvigorated his investment team by creating the R.I.A. Freedom Wealth Alliance. His vision is to create a diverse team of financial professionals offering quality tools and products, to clients and advisors without sacrificing independence and freedom. For Kurt work is deeply interwoven into his life. He is always looking for ways to improve and grow. He meets new challenges head on, always striving for professional development and advancing new portfolio management techniques. Even his hobbies are centered around conquering new adventures, from climbing to the top of a mountain, to diving to the bottom of the ocean. In his down time, traveling provides the necessary personal balance to all of his professional endeavors. His favorite destination is Hawaii.

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.



Qualifications CRD# 5018780
FirmCRD# 104510
Series 7, 63, 65

Compensation/Fee Fee Based Only - No Commissions


Office Location N16W23217 Stone Ridge Dr.,
Suite 100,
Waukesha,
WI 
53188
Phone Number (262) 7170022

Joined Edelman Financial Engines in 2012. Began his career in the financial services industry in 2005. Successfully completed the Series 7, 63, and 65 examination(s) administered by FINRA. Earned the CERTIFIED FINANCIAL PLANNERTM (CFP®) and the Certified Fund Specialist (CFS®) certification(s). Bachelor's degree in Business Administration from University of Wisconsin-Whitewater. Married to Tiffany. They have three child. Craig enjoys fishing, hunting, boating, and football.

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 advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. 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. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 2652956
FirmCRD# 104510
Series 6, 7, 63, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 2501 West Beltline Highway Suite 103,
Madison,
WI 
53713
Phone Number (608) 2345121

Joined Edelman Financial Engines in 2009. Began his career in the financial services industry in 1993. Successfully completed the Series 66 examination(s) administered by FINRA. Earned the CERTIFIED FINANCIAL PLANNERTM (CFP®) certification(s). Master's degree in Business Administration from Iowa State University and Bachelor's degree in Agriculture from University of Wisconsin-Madison. Has 2 grown children.

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 advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. 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. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



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