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Find the Best Financial Advisors in Wisconsin

Wisconsin boasts a diverse economy and history, with thriving industries in manufacturing, agriculture, healthcare, and tourism. Not only is this city historically wealthy, but financially as well. So it may be beneficial for residents of Wisconsin to prioritize their financial well-being and work with a financial advisor. WiserAdvisor's directory of ranked financial advisors can assist you in getting started with your search for a financial advisor that is experienced and a good fit for you. Additionally, our free personalized advisor match service can connect you with vetted financial professionals to compare. These screened advisors can work with you to create a customized financial strategy in retirement planning, investment management, wealth management, financial planning, estate planning, and more depending on your financial needs.

Finding the Top Financial Advisor in Wisconsin

Last Updated - February 19, 2024

Wisconsin has 8 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Wisconsin have an average of 18 years of experience.

NOTE: The list of vetted financial advisors in 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 Wisconsin.

List of Qualified Financial Advisors in Wisconsin

Financial Advisor Experience AUM Minimum Assets Fee Structure
Brady Zwiefelhofer
CLTC®, FIC, CFP®, RICP®, AEP®, CLU®, ChFC®
THRIVENT FINANCIAL
705 Bay Street Suite 2D,
Chippewa Falls, WI 54729
6 Years Not Specified $50,000 Fee-Based
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
Todd J. Glime Wealth Management, LLC
LUTCF®, Life Underwriter Training Council Fellow (LUTCF)
FUTURITY FIRST WEALTH MANAGEMENT
4321 West College Avenue,
Suite 200,
Appleton, WI 54914
20 Years Not Specified $500,000 Fee-Based
Zach Kuehl
CFP®
MADISON PARTNERS
1502 W Broadway Ste 301,
Madison, WI 53713
11 Years $58,000,000 $100,000 Fee-Based
Next Third Retirement Coaching
CFP®
2009 S Memorial Drive,
Appleton, WI 54915
Not Disclosed Not Specified $100,000 Fee-Based
Endowment Wealth Management
AWMA®, CAIA®, CPA, CFP®, CFA®
W6272 Communication Court,
Appleton, WI 54914
Not Disclosed $320,000,000 $0 Fee-Only
Jacobson & Schmitt Advisors, LLC
CFP®, CPWA®, EA, CFA®
8333 Greenway Blvd Ste 330,
Middleton, WI 53562
Not Disclosed $450,000,000 $0 Fee-Only
Savant Wealth Management
886 4th Avenue South,
Park Falls, WI 54552
35 Years $0 Not Specified Fee-Only

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Information on Qualified Financial Advisors in Wisconsin

Qualifications CRD# 6365235
Firm CRD# 18387
Series 7, 66

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


Office Location 705 Bay Street Suite 2D,
Chippewa Falls,
WI
54729
Phone Number 715-514-1540

As a Financial Representative my goal is to establish an ongoing financial relationship with you to help you reach your financial goals. I specialize in retirement planning and insurance analysis, I will work with you to customize financial strategies that reflect your goals and values. I am passionate about empowering people to save for retirement and pursue their financial dreams. No matter what your financial goals are, I will build a plan around the things that you care about. My goal is to help you reach a place where you feel like you have enough for yourself - and to share. My family and I love living in Wisconsin and enjoy supporting philanthropic causes. I understand that life is about those things that bring you joy and doing more with what you have. In my free time, I enjoy reading, playing golf, watching sports, biking, fishing, camping, and spending time with my family. I also volunteer with the Chippewa Falls Kiwanis, Chippewa Valley After Hours Rotary, Chippewa Falls Elks, Hallie Optimist Club, and other great organizations across the Chippewa Valley.

About Thrivent Financial

Thrivent Financial

We are much more than insurance and financial services. We are a not-for-profit membership organization of Christians. For more than 100 years, we have helped our members be wise with money and be good stewards of the gifts God has given them. We specialize in helping people be more secure in areas of: " Retirement income planning " Investment management " Protecting loved ones against the impact of long term care, death, and disability " Charitable giving " College planning " Life insurance " Personal finance guidance My office is centrally located to help service people in the surrounding areas of the Chippewa Valley. Call or stop by my office to learn more or set up an appointment.

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, Estate Planning & Trusts, Insurance Products & Annuities


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

About Next Level Planning & Wealth Management

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# 4697151
Series 65

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


Office Location 4321 West College Avenue,
Suite 200,
Appleton,
WI
54914
Phone Number 920-606-9446

Todd holds a bachelor's degree in Finance from UW-Whitewater.In addition to being a Fiduciary Financial Planner, Todd Glime is a member of the National Association of Insurance and Financial Advisors and Fox Valley Estate Planning Council. He also holds the Life Underwriter Training Council Fellow (LUTCF) designation. In his free time, Todd likes to golf, hunt, and snowmobile.

About Futurity First Wealth Management

I provide comprehensive financial planning for my clients from investment,estate planning,life insurance,annuities, disability, and long term care. I am an independent broker and represent multiple companies.I am a member of NAIFA and MDRT. I belong to the Fox Valley Estate Planning Council.

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, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 6051170
Firm CRD# 305824

Compensation/Fee Fee-Based


Office Location 1502 W Broadway Ste 301,
Madison,
WI
53713
Phone Number 608-204-5992

At Madison Partners, I work with you as your fiduciary partner now and through all stages of your life. Whether your goal is preparing for retirement, college savings, tax planning, or estate strategies - my personalized service will help you address your needs, wants, financial goals and objectives for many years to come. My wife, Brittany, and I live in Sun Prairie with our two children: Corey (born in 2014) and Molly (born in 2016). Brittany is a Nurse Educator at UW-Health University Hospital. We are enjoying watching the kids grow and start to participate in different activities. I grew up with both parents as teachers, and I like to think that helped prepare me in working with, and teaching clients. I graduated with a BBA and MBA in Finance from UW-Whitewater and started my career as a financial advisor in 2012. I have loved working with clients and their families to plan for and achieve each and every goal that is important to them. As a Certified Financial Planner™ professional, I am are required annually to demonstrate heightened levels of competency across a broad range of subject matter. As a fiduciary, I am required to always act in the client's best interest. This is the very highest level for a standard of care for client relationships in our industry.

About Madison Partners

Madison Partners

At Madison Partners, we work with you as your fiduciary partner now and through all stages of your life. Whether your goal is preparing for retirement, college savings, tax planning, or estate strategies - our personalized service will help you address your needs, wants, financial goals and objectives for many years to come.

What differentiates Madison Partners from many others in our industry is the unique partnership that is formed with each and every client.

We will be open and transparent in our discussions. We will be strategic and comprehensive in our financial planning.
We will be both tax efficient and cost efficient in our investment management, asset allocation and asset location strategy.
We will be diligent in our partnership and will lead the relationships alongside your tax and legal professionals.
We will be a firm you and your family can count on to deliver.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Investment Advice & Management


Qualifications Firm CRD# 6413
Series 4, 7, 24, 53, 63

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


Office Location 2009 S Memorial Drive,
Appleton,
WI
54915
Phone Number 920-734-3627

About Next Third Retirement Coaching

Next Third Retirement Coaching

At Next Third Retirement Coaching, our mission is to be your coach and partner; respectfully challenging you and advocating for you as you clarify and articulate your individual and family goals for the next third of your life. We help you build confidence in your transition plan to improve your financial independence.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications Firm CRD# 108652
Series 65, 66

Compensation/Fee Fee-Only, Based on Assets


Office Location W6272 Communication Court,
Appleton,
WI
54914
Phone Number 920-785-6010

About Endowment Wealth Management

Endowment Wealth Management

Endowment Wealth Management is an SEC Registered Investment Advisor (RIA) and Multi-Family Office that has the mission to provided holistic "Fee-Only Fiduciary" family wealth management advice that will sustain our client's multi-generational family wealth, unity and legacy. EWM's professional team has over 100 plus years of experience and works together to generate a detailed Family Wealth Plan, which is written in plain English! We then implement our 3-D Endowment Investment Philosophy to tailor a portfolio that meets each client's personal risk tolerance, goals and retirement needs. EWM currently has six offices and serves clients in 21 states. We provide every client with real-time access to our digital wealth portal and secured vault technologies.

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


Qualifications Firm CRD# 140431
Series 65

Compensation/Fee Fee-Only, Flat Fee, Based on Assets


Office Location 8333 Greenway Blvd Ste 330,
Middleton,
WI
53562
Phone Number 608-662-7500

About Jacobson & Schmitt Advisors, LLC

Jacobson & Schmitt Advisors, LLC

We are a Fee-Only wealth management firm for investors who want their money to help fulfill their mission in life. Our goal is to optimize your wealth to create the most impact possible on you, your loved ones, and the causes you care about.

As fiduciaries, we are required by the Securities and Exchange Commission (SEC) to act in our clients' best interest 100% of the time. This separates us from other brokers and advisors not registered as Registered Investment Advisors (RIA).

Everyone at our firm is united in a goal to change the status quo of our industry by providing purpose-driven financial guidance. We live and breathe commitment to the overall well-being of our clients and obsessively seek ways to provide the highest value possible to every aspect of their lives.

Discover what our clients have to say about their experiences with Jacobson & Schmitt Advisors by clicking the Indyfin Green Star Rating listed above.

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, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts


Qualifications Firm CRD# 107271

Compensation/Fee Fee-Only, Based on Assets


Office Location 886 4th Avenue South,
Park Falls,
WI
54552
Phone Number 715-744-3131

About Savant Wealth Management

Savant Wealth Management

Our independent status is unique. It allows us to remain impartial in our advice and serve our clients in a fiduciary capacity. We accrue no benefit from brokerage services, commissions, finder fees, or product sales of any kind. We integrate the planning, investment, and tax disciplines to maximize after-tax wealth and align our clients assets with their ideal vision of the future. Savant has consistently received local and national recognition.

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, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts


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 Wisconsin (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC
720 East Wisconsin Avenue, Milwaukee, WI 53202-4797
209 19 $262,082,656,098
A Percentage of AUM, Performance Based
ROBERT W. BAIRD & CO. INCORPORATED
777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391
4071 316065 $247,790,348,025
A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based, Performance Based, Other (HARD DOLLAR PAYMENTS FOR RESEARCH)
ARTISAN PARTNERS LIMITED PARTNERSHIP
875 East Wisconsin Avenue, Suite 800, Milwaukee, WI 53202
483 272 $128,675,520,784
A Percentage of AUM, Performance Based
TRUSTAGE INVESTMENT MANAGEMENT
5910 Mineral Point Rd, Madison, WI 53705
62 361 $32,032,395,000
A Percentage of AUM, Fixed Fees, Other (FEE FROM AFFILIATES.)
MASON STREET ADVISORS, LLC
720 East Wisconsin Avenue, Milwaukee, WI 53202-4797
12 27 $25,569,711,808
A Percentage of AUM
FIDUCIARY MANAGEMENT, INC.
790 N. Water Street, Suite 2100, Milwaukee, WI 53202
26 831 $13,213,149,862
A Percentage of AUM
MADISON INVESTMENT ADVISORS, LLC
550 Science Drive, Madison, WI 53711
96 14261 $12,949,877,511
A Percentage of AUM, Fixed Fees
NATIONAL INVESTMENT SERVICES OF AMERICA, LLC
777 East Wisconsin Avenue, Suite 2350, Milwaukee, WI 53202
37 302 $7,925,313,000
A Percentage of AUM, Performance Based
JOHNSON WEALTH INC.
555 East Wells Street, Suite 1900, Milwaukee, WI 53202
117 1544 $7,746,236,885
A Percentage of AUM, Fixed Fees
ORGEL WEALTH MANAGEMENT, LLC
2420 Rivers Edge Drive, Altoona, WI 54720
75 9697 $6,255,250,814
A Percentage of AUM, Fixed Fees
HECK CAPITAL ADVISORS, LLC
15 East Anderson Street, Rhinelander, WI 54501
21 3475 $5,620,331,499
A Percentage of AUM, Hourly charges, Fixed Fees, Other (PROJECT FEES)
TIDAL INVESTMENTS LLC
234 West Florida Street, Suite 203, Milwaukee, WI 53204
41 711 $5,574,754,331
A Percentage of AUM, Fixed Fees
GENEVA CAPITAL MANAGEMENT LLC
411 E. Wisconsin Ave., Suite 2320, Milwaukee, WI 53202
20 3618 $5,026,791,348
A Percentage of AUM, Other (MODEL PORTFOLIO FEES BASED ON UNDERLYING ASSETS.)
NICHOLAS CO INC
411 E. Wisconsin Ave., Ste 2100, Milwaukee, WI 53202-4467
15 15 $4,882,201,529
A Percentage of AUM, Performance Based
PROVIDENT TRUST COMPANY
N16 W23217 Stone Ridge Drive, Suite 310, Waukesha, WI 53188-1199
13 1206 $4,839,167,748
A Percentage of AUM

    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.