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Find Top Financial Advisors in Milwaukee, Wisconsin

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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 Milwaukee, Wisconsin
Last Updated - 19-Jun-2022

Milwaukee has 4 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 65 non-vetted advisors in your local area. These financial advisors in Milwaukee, Wisconsin have an average of 21 years of experience.

NOTE: The list of financial advisors in Milwaukee, Wisconsin mentioned below do 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 Milwaukee, Wisconsin.

Qualified Financial Advisors in Milwaukee, Wisconsin
Financial Advisor Experience AUM Minimum Assets Fee Structure
Jeremy Keil
CFP®, Certified in Long-Term Care (CLTC), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC®), ChFC®, Chartered Life Underwriter (CLU®), Certified Investment Management Analyst (CIMA®)
KEIL FINANCIAL PARTNERS
15350 W. National Ave,
Suite 214,
New Berlin, WI 53151
18 $105,000,000 Not Specified Fee-Based
Andrew Houte
CFP®, CRPS®, EA, CASL®
NEXT LEVEL PLANNING & WEALTH MANAGEMENT
325 N. Corporate Drive, Suite 120,
Brookfield, WI 53045
18 $85M $250,000 Fee-Based
Kurt Rozman
CFS, AAMS®
FREEDOM WEALTH ALLIANCE
675 North Barker Road Suite 220,
Brookfield, WI 53045
25 Not Specified Not Specified Not Specified
Dean Hessler
CFP®
EDELMAN FINANCIAL ENGINES, LLC
2501 West Beltline Highway Suite 103,
Madison, WI 53713
23 Not Specified Not Specified Fee-Based

Information on Qualified Financial Advisors in Milwaukee

Qualifications CRD# 4673347
FirmCRD# 304569
Series 66

Compensation/Fee Fee-Based, Based on Assets, Commissions, Flat Fee, Hourly


Office Location 15350 W. National Ave,
Suite 214,
New Berlin,
WI
53151
Phone Number 262-333-8353

I love helping people learn more about their money. Why? Because I believe that the more you know about your money, the better decisions you will make with your money. As a financial advisor at Keil Financial Partners and the host of the Retirement Revealed podcast, I work to simplify complex financial decisions so you can make smarter retirement, investment, and tax planning decisions. Retirement should create enjoyment, not anxiety. Learn how you can make meaningful strides towards an enjoyable retirement with the 5-step retirement income plan weve developed to help you make the best choices with your money. I'm more than happy to discuss how I can help you. If youd like to chat, please visit my calendar and set up a time that works best for you: http://www.calendly.com/jeremykeil 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)

About Keil Financial Partners

I help people make great retirement decisions. If you need guidance on retirement, investment and tax planning let's talk! We help people: - maximize their pension and social security decisions - manage their lifetime tax bill - optimize the tax consequences of their company stock plans including within their 401(k)

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities


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

About Next Level Planning & Wealth Management

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.

Advisory Services Provided:

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

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.

Advisory Services Provided:

Portfolio Management, Retirement Planning, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals


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.

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 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.


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

Firm Name AUM No. of Clients Fee Structure
Robert W. Baird & Co. Incorporated
777 E. Wisconsin Avenue,
Milwaukee, WI 53202-5391
$275,840,179,207 272742 A percentage of AUM
Hourly charges
Fixed fees
Commision Based
Performance Based
Other (HARD DOLLAR PAYMENTS FOR RESEARCH)
Johnson Wealth Inc.
555 East Wells Street , Suite 1900,
Milwaukee, WI 53202
$8,804,222,393 909 A percentage of AUM
Fixed fees
Sadoff Investment Management Llc
250 W. Coventry Ct #109,
Milwaukee, WI 53217
$1,859,842,044 1246 A percentage of AUM
Diversified Management Inc
330 E. Kilbourn Ave. , Suite 1475,
Milwaukee, WI 53202
$1,578,338,763 1611 A percentage of AUM
Hourly charges
Fixed fees
Northern Oak Wealth Management, Inc.
330 E Kilbourn Avenue , Suite 150,
Milwaukee, WI 53202
$966,863,383 434 A percentage of AUM
Fixed fees
Klcm Advisors, Inc.
330 E Kilbourn Avenue , Suite 1180,
Milwaukee, WI 53202
$923,021,783 459 A percentage of AUM
Fixed fees
Riverwater Partners Llc
1433 N. Water Street , Suite 303,
Milwaukee, WI 53202
$894,906,446 480 A percentage of AUM
Hourly charges
Skylands Capital, Llc
1200 North Mayfair Road , Suite 250,
Milwaukee, WI 53226-3287
$888,743,417 16 A percentage of AUM
Performance Based
Operose Advisors Llc
735 North Water Street , Suite 1440,
Milwaukee, WI 53202
$530,408,849 458 A percentage of AUM
Fixed fees
Legacy Capital Partners, Inc.
1200 North Mayfair Road , Suite 360,
Milwaukee, WI 53226-3282
$493,640,639 192 A percentage of AUM
Performance Based
Mccarthy Grittinger Financial Group, Llc
125 South 84th Street , Suite 130,
Milwaukee, WI 53214-1498
$401,135,914 763 A percentage of AUM
Affiliated Financial Advisors Inc
2600 North Mayfair Rd. , Suite 200,
Milwaukee, WI 53226
$385,547,783 1919 A percentage of AUM
The Invictus Collective, Llc
790 North Milwaukee Street , Suite 500a,
Milwaukee, WI 53202
$292,228,044 187 A percentage of AUM
Sims Capital Management Llc
225 E. Mason Street , Suite 802,
Milwaukee, WI 53202
$52,562,136 17 A percentage of AUM
Other (MINIMUM ANNUAL FEE)
Northwestern Mutual Investment Services,Llc
720 East Wisconsin Avenue,
Milwaukee, WI 53202-4797
$0 0 Fixed fees
Other (REFERRAL FEES)

    List of Additional Advisors in Milwaukee, Wisconsin*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Morgan Stanley Financial Advisors
    Inquire with Morgan
    411 E Wisconsin Ave, Suite 2200, Milwaukee, WI  53202 414-226-3000
    High Point Capital Group
    Inquire with High
    1200 North Mayfair Road, Suite 300, Milwaukee, WI  53226 414-253-4600
    Gregg A Shaffer
    Inquire with Gregg
    411 E Wisconsin Ave, Suite 2200, Milwaukee, WI  53202 414-226-3019
    David Lindberg
    Inquire with David
    411 E Wisconsin Ave, Suite 2200, Milwaukee, WI  53202 414-226-3114
    Robert Roenitz
    Inquire with Robert
    411 E Wisconsin Ave, Suite 2200, Milwaukee, WI  53202 414-226-3107
    Joan Lerose
    Inquire with Joan
    411 E Wisconsin Ave, Suite 2200, Milwaukee, WI  53202 414-226-3104
    Lynn F. Ciepluch
    Inquire with Lynn
    411 E Wisconsin Ave, Suite 2200, Milwaukee, WI  53202 414-226-3121
    John J Lerose III
    Inquire with John
    411 E Wisconsin Ave, Suite 2200, Milwaukee, WI  53202 414-226-3118
    Paul S Connolly
    Inquire with Paul
    411 E Wisconsin Ave, Suite 2200, Milwaukee, WI  53202 414-226-3023
    Keith F Martens
    Inquire with Keith
    411 E Wisconsin Ave, Suite 2200, Milwaukee, WI  53202 414-226-3136
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      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.

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      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.

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      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?