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
WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Waukesha, Wisconsin. 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.
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.
| Qualified Financial Advisors in Waukesha, Wisconsin | ||
|---|---|---|
| Financial Advisor | Office Location | Phone Number |
| Andrew Houte CFP®, EA, CRPS®, CASL® Next Level Planning & Wealth Management |
325 N. Corporate Drive, Suite 120, Brookfield, WI 53045 |
414-369-6627 |
| Kurt Rozman CFS, AAMS® Freedom Wealth Alliance |
675 North Barker Road Suite 220, Brookfield, WI 53045 |
262-798-7979 |
| Jeremy Keil CFA, ChFC®, CIMA®, CLTC, CERTIFIED FINANCIAL PLANNER™ Certificant, CLU®, ChFC® Keil Financial Partners |
15350 W. National Ave, New Berlin, WI 53151 |
262-333-8353 |
| Dean Hessler CFP® Edelman Financial Engines, LLC |
2501 West Beltline Highway Suite 103, Madison, WI 53713 |
608-234-5121 |
Qualifications
CRD# 4586318
FirmCRD# 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.
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
FirmCRD# 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.
Portfolio Management, Retirement Planning, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals
Qualifications
CRD# 4673347
FirmCRD# 304569
Series 66
Compensation/Fee
Fee-Based, Based on Assets, Commissions, Flat Fee, Subscriptions
Office Location
15350 W. National Ave,
Suite 214,
New Berlin,
WI 53151
Phone Number
262-333-8353
Jeremy is a Wealth Advisor with Keil Financial Partners. Out of over 10,000 financial advisors in Wisconsin, he is one of only six who hold both the Chartered Financial Analyst (CFA®) and Certified Financial Planner (CFP®). Additionally, Jeremy is a Certificated Kingdom Advisor. Jeremy has taught CFP® curriculum courses at Wisconsin Lutheran College and has served as an adjunct professor at Concordia University Wisconsin in Mequon, WI. 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) Keil Financial Partners is part of the Thrivent Advisor Network, a registered investment advisor based in Minnesota.
I love helping people learn more about their money. What I love even more is helping others discover their ideal retirement strategy. That's why the Keil Financial Partners team and I work to take complex financial decisions and make them simple so you can make better decisions about your money. As one of six of the 10,000+ financial advisors in Wisconsin with the CERTIFIED FINANCIAL PLANNER® professional AND Chartered Financial Analyst® charter holder designation, I have a deep knowledge of, and a passion for, financial planning and helping clients improve their return on life. Retirement shouldn't be a burden. Let us reveal your ideal retirement picture. Keil Financial Partners is part of the Thrivent Advisor Network, a registered investment advisor based in Minnesota.
Qualifications
CRD# 2652956
FirmCRD# 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 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.
* Additional advisor listing is provided in partnership with Yext
Grow your AUM with pre-qualified leads!
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?
