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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
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.
Milwaukee
has
4
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from and
65
non-vetted advisors in your local area. These financial advisors in
Milwaukee
,
Wisconsin
have an average of
17
years of experience.
NOTE: The list of vetted financial
advisors in
Milwaukee
,
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
Milwaukee, Wisconsin.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
|
Andrew Houte
CASL®, CFP®, CRPS®, EA NEXT LEVEL PLANNING & WEALTH MANAGEMENT 325 N. Corporate Drive, Suite 120, Brookfield, WI 53045 |
18 Years | $0 | $250,000 | Fee-Based |
|
Kurt Rozman
AAMS®, CFS FREEDOM WEALTH ALLIANCE 675 North Barker Road Suite 220, Brookfield, WI 53045 |
25 Years | Not Specified | Not Specified | Not Specified |
| 10 Years | $40,000,000 | $250,000 | Fee-Based | |
|
Allworth Financial
AIF®, BFA", CDFA", RFC® ALLWORTH FINANCIAL 2610 Lake Cook Road Suite 250, Riverwoods, IL 60015 |
Not Disclosed | $10,000,000,000 | Not Specified | Fee-Based |
Qualifications
CRD# 4586318
Firm CRD# 123913
Series 7, 66
Compensation/Fee Fee-Based, Flat Fee, Based on Assets
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.
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
Firm CRD# 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.
Advisory Services Provided:
Portfolio Management, Retirement Planning, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals
Qualifications
CRD# 6024811
Firm CRD# 302050
Series 6, 7, 63, 65
Compensation/Fee Fee-Based, Based on Assets
Office Location
20826 River Hills Way,
Kiel,
WI
53042
Phone Number
920-286-1536
With over a decade of experience as an advisor, Daniel offers financial evaluation and planning that enables individuals to achieve and maintain their income, asset, and retirement objectives. His primary focus is to build meaningful client relationships and offer a holistic approach to retirement planning and wealth management
Farther is a first-of-its-kind wealth management platform that combines the benefits of modern technology with the expertise and human touch of traditional wealth management. Backed by Bessemer Venture Partners, Context Ventures, Cota Capital, and Moneta Venture Capital, Farther caters to high-net-worth professionals who are building generational wealth and need a more holistic approach to managing their money. While there are more financial products and tools available than ever, until Farther, no solution delivered both a beautiful, well-designed technology experience and a solution to handle the complex and multifaceted nature of significant 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, Insurance Products & Annuities
Qualifications
Firm CRD# 111167
Compensation/Fee Fee-Based
Office Location
2610 Lake Cook Road Suite 250,
Riverwoods,
IL
60015
Phone Number
888-242-6766
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
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 3744 | 272742 | $275,840,179,207 | A percentage of AUM, Hourly charges, Fixed fees, Commision Based, Performance Based, Other (HARD DOLLAR PAYMENTS FOR RESEARCH)
|
|
| 107 | 909 | $8,804,222,393 | A percentage of AUM, Fixed fees
|
|
| 6 | 1246 | $1,859,842,044 | A percentage of AUM
|
|
| 8 | 1611 | $1,578,338,763 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 9 | 434 | $966,863,383 | A percentage of AUM, Fixed fees
|
|
| 11 | 459 | $923,021,783 | A percentage of AUM, Fixed fees
|
|
| 11 | 480 | $894,906,446 | A percentage of AUM, Hourly charges
|
|
| 9 | 16 | $888,743,417 | A percentage of AUM, Performance Based
|
|
| 11 | 458 | $530,408,849 | A percentage of AUM, Fixed fees
|
|
| 9 | 1413 | $469,041,009 | A percentage of AUM
|
|
| 9 | 763 | $401,135,914 | A percentage of AUM
|
|
| 4 | 1919 | $385,547,783 | A percentage of AUM
|
|
| 5 | 187 | $292,228,044 | A percentage of AUM
|
|
| 2 | 17 | $52,562,136 | A percentage of AUM, Other (MINIMUM ANNUAL FEE)
|
|
| 2216 | 0 | $0 | Fixed fees, Other (REFERRAL FEES)
|
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
|---|---|---|
| 411 E Wisconsin Ave, Suite 2200, Milwaukee, WI 53202 | 414-226-3000 | |
| 1200 North Mayfair Road, Suite 300, Milwaukee, WI 53226 | 414-253-4600 | |
| 411 E Wisconsin Ave, Suite 2200, Milwaukee, WI 53202 | 414-226-3019 | |
| 411 E Wisconsin Ave, Suite 2200, Milwaukee, WI 53202 | 414-226-3114 | |
| 411 E Wisconsin Ave, Suite 2200, Milwaukee, WI 53202 | 414-226-3107 | |
| 411 E Wisconsin Ave, Suite 2200, Milwaukee, WI 53202 | 414-226-3104 | |
| 411 E Wisconsin Ave, Suite 2200, Milwaukee, WI 53202 | 414-226-3121 | |
| 411 E Wisconsin Ave, Suite 2200, Milwaukee, WI 53202 | 414-226-3118 | |
| 411 E Wisconsin Ave, Suite 2200, Milwaukee, WI 53202 | 414-226-3023 | |
| 411 E Wisconsin Ave, Suite 2200, Milwaukee, WI 53202 | 414-226-3136 |
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?
