Thiensville, WI
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Find Top Financial Advisors in Thiensville, 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 Thiensville, Wisconsin

Last Updated - May 11, 2024

Thiensville has 2 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Thiensville, Wisconsin have an average of 29 years of experience.

NOTE: The list of vetted financial advisors in Thiensville, 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 Thiensville, Wisconsin.

Qualified Financial Advisors in Thiensville, Wisconsin

Financial Advisor Experience AUM Minimum Assets Fee Structure
Allworth Financial
AIF®, BFA", CDFA", RFC®
2610 Lake Cook Road Suite 250,
Riverwoods, IL 60015
Not Disclosed $10,000,000,000 Not Specified Fee-Based
Dean Hessler
CFP®
EDELMAN FINANCIAL ENGINES, LLC
2501 West Beltline Highway Suite 103,
Madison, WI 53713
29 Years Not Specified Not Specified Fee-Based

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Information on Qualified Financial Advisors in Thiensville, Wisconsin

Qualifications Firm CRD# 111167

Compensation/Fee Fee-Based


Office Location 2610 Lake Cook Road Suite 250,
Riverwoods,
IL
60015
Phone Number 888-242-6766

About Allworth Financial

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# 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 Returned Peace Corps Volunteer.

About Edelman Financial Engines, LLC

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 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.


Customer Reviews

The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.

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

Firm Name No. of Advisors No. of Clients AUM Fee Structure
THE MILWAUKEE COMPANY
414 N. Main Street, Thiensville, WI 53092
6 275 $1,016,401,096
A Percentage of AUM
BLACKHAWK CAPITAL PARTNERS, LLC
167 S. Main Street, Thiensville, WI 53092
8 755 $208,703,898
A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based, Other (TECHNOLOGY PLATFORM FEE $12.50 PER QUARTER)

    Frequently Asked Questions

    A financial advisor is a professional who provides financial services to their clients based on their specific circumstances and financial goals. These services may include specialized guidance and advice on various financial matters, such as financial planning, creating investment strategies, wealth management, retirement planning, and more. To further explore how financial advisors listed on our directory for the state of Wisconsin can support you, learn more about the different types of financial advisors and their areas of expertise.

    A financial advisor in our directory for the state of Wisconsin can help you with your investment strategy by providing guidance on how to diversify your portfolio, monitor your investments, and suggest adjustments that align with your goals and risk tolerance. Additionally, they can help you navigate market fluctuations and make necessary adjustments to your investment portfolio. If you are looking to improve your investment portfolio, read on about why professional investment management may be right for you.

    When choosing a financial advisor in Wisconsin, it is important to look for someone who is licensed and registered with the Securities and Exchange Commission (SEC) or the Financial Industry Regulatory Authority (FINRA). You may also want to consider their educational background, years of experience, and any relevant certifications, such as Certified Financial Planners (CFP), Chartered Financial Analysts (CFA), Chartered Financial Consultants (ChFC), and more. To further explore the various credentials an advisor can hold, read more about advisor designations.

    A financial advisor in Wisconsin can help you develop a comprehensive retirement plan that takes into account your retirement goals, income needs, and overall financial situation. They may provide advice on topics such as when to retire, how much to save for retirement, and how to maximize your retirement income. Advisors can help you choose appropriate retirement accounts, such as IRAs or 401(k)s, and guide you in making investment decisions to grow your retirement savings. They may also help you navigate complex retirement planning issues, such as Social Security benefits and tax implications. If you are seeking to connect with a financial advisor that can assist you in securing your financial future in retirement, we suggest utilizing the free financial advisor match tool, which connects you with pre-screened and vetted advisors tailored to your specific requirements.

    The cost of hiring a financial advisor in Wisconsin varies depending on the advisor's experience, services, and fee structure. Some advisors charge a percentage of assets under management, ranging from approx. 1.02% or a fixed rate of approx. $7,500 and above. Meanwhile, other advisors charge an hourly rate, fee-based, or solely earn a commission from financial product sales. It's important to understand the advisor's fee structure and any potential conflicts of interest before engaging in their services. To get a better understanding of how financial advisors charge and the factors influencing their fees, read more on what are the costs of hiring a financial advisor.

    Many financial planners and wealth managers in Wisconsin are also tax professionals or work closely with tax professionals to help clients with tax planning and preparation. These professionals can help you identify tax-saving strategies and recommend tax-efficient investment options by analyzing your current tax situation. However, WiserAdvisor's directory may not include advisors that specialize in taxes. In the "Advisory Services Provided" section, you will be able to confirm if tax advice and tax preparation services are among the services an advisor offers.