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Find Best Financial Advisors in Wisconsin

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A densely populated state like Wisconsin has different types of experienced & certified financial advisors such as fiduciary financial advisors and fee only financial planners making it challenging for you to choose the one that may perfectly meet your financial situation and needs. WiserAdvisor has pre-qualified and selected some of the top qualified financial advisors, independent certified financial planners, financial advisory firms & associations in Wisconsin and has listed them below with their details such as qualifications, service offerings, and other important information that you could use while searching for financial advisors to best suit your financial and investment goals. Please note that the list of financial advisors mentioned below does not include all vetted advisors as some have not been listed as per their request. They may be available when you use our free match tool to compare up-to 3 financial advisors if they match your specific requirements and preferences.

Finding the Top Financial Advisor in Wisconsin
Last Updated - 08-Aug-2022

Wisconsin has 7 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 1122 non-vetted advisors in your local area. These financial advisors in Wisconsin have an average of 21 years of experience.

NOTE: The list of financial advisors in 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 Wisconsin.

List of Qualified Financial Advisors in Wisconsin
Financial Advisor Experience AUM Minimum Assets Fee Structure
Andrew Hermsen
Accredited Investment Fiduciary® (AIF)
HERMSEN WEALTH MANAGEMENT
1200 Centennial Centre Blvd,
Suite 300,
Hobart, WI 54155
19 $314,000,000 $0 Fee-Based
Brady Zwiefelhofer
CFP®, FIC, AEP®, ChFC®, RICP®, CLTC®, CLU®
THRIVENT FINANCIAL
705 Bay Street Suite 2D,
Chippewa Falls, WI 54729
6 Not Specified $50,000 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
Dean Hessler
CFP®
EDELMAN FINANCIAL ENGINES, LLC
2501 West Beltline Highway Suite 103,
Madison, WI 53713
23 Not Specified Not Specified 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
Todd Glime
Life Underwriter Training Council Fellow (LUTCF), LUTCF®
FUTURITY FIRST WEALTH MANAGEMENT
4321 West College Avenue,
Suite 200,
Appleton, WI 54914
18 Not Specified $5000.00 Fee-Based
Paul Hoffman
CFP®
NEXT THIRD RETIREMENT COACHING
400 N Richmond St Suite F,
Appleton, WI 54911
40 Not Specified Not Specified Fee-Based

Information on Qualified Financial Advisors in Wisconsin

Qualifications CRD# 4673352
Firm CRD# 2225
Series 6, 7, 63, 65

Compensation/Fee Fee-Based, Based on Assets


Office Location 1200 Centennial Centre Blvd,
Suite 300,
Hobart,
WI
54155
Phone Number 920-496-0123

Andrew is an independent adviser who specializes in helping people who are already retired or close to retiring. He listens to your needs and creates a plan to help ensure your financial goals are accomplished. Mr. Hermsen only gives advice that is in your best interest and he does not receive commissions to avoid that conflict of interest. Andrew will create an investment portfolio based on the amount of risk you are comfortable taking and use low-cost investments to help you achieve the best investment return possible. An initial meeting with Andrew is free or charge and without obligation. He is confident that you will find the meeting worthwhile of your time and reassuring that you have found someone you can trust.

About Hermsen Wealth Management

Andrew Hermsen is an Accredited Investment Fiduciary (AIF) with his own independent financial planning firm located in Northeast Wisconsin. He listens to you and, based on that information, will create a financial plan and investment allocation to help ensure you reach your goals. As an AIF, Andrew works as a fiduciary for you meaning he does not work on commission and only gives advice with your best interests at heart. In a short initial meeting with him, he will answer any financial questions you have. If you feel he can help you achieve your long-term goals, you can discuss working together.

Advisory Services Provided:

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


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

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


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

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, 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# 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 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.


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

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# 4697151
Series 65

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


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 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, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts


Qualifications CRD# 1219596
Firm CRD# 6413
Series 4, 7, 24, 53, 63

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


Office Location 400 N Richmond St Suite F,
Appleton,
WI
54911
Phone Number 920-733-4453

About Next Third Retirement Coaching

Over the years we have seen people struggle with preparing a solid retirement plan. This struggle may be due to the complexity of the planning process, a lack of confidence, or feeling overwhelmed. 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 will help you determine the best use of income and assets to pursue your goals and expectations, helping to build confidence in your transition plan. We bring over 40 years of professional experience, communication skills, and technology tools, as well as collaboration with other dedicated professionals.

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 Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities


Top Financial Advisor Firms in Wisconsin (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
Provident Trust Company
N16 W23217 Stone Ridge Drive , Suite 310,
Waukesha, WI 53188-1199
$6,503,624,885 1237 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
Mcglone Suttner Wealth Management, Inc.
5765 W. Grande Market Drive , Suite A,
Appleton, WI 54913
$540,828,299 1674 A percentage of AUM
Hourly charges
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
Mbe Wealth Management, Llc
200 W. Warren St.,
Tomah, WI 54660
$471,139,499 3859 A percentage of AUM
Hourly charges
Fixed fees
Affiliated Financial Advisors Inc
2600 North Mayfair Rd. , Suite 200,
Milwaukee, WI 53226
$385,547,783 1919 A percentage of AUM
Wisconsin Capital Management, Llc
8020 Excelsior Drive Ste. 402,
Madison, WI 53717
$340,822,929 59 A percentage of AUM
Mendota Financial Group, Llc
634 West Main Street , Suite 302,
Madison, WI 53703
$339,124,911 1132 A percentage of AUM
Fixed fees
Freedom Wealth Alliance
675 North Barker Road , Suite 220,
Brookfield, WI 53045
$320,123,585 1542 A percentage of AUM
Hourly charges
Fixed fees
Coordinated Capital Securities, Inc.
704 Riverplace Commerce Center Iii,
Madison, WI 53716
$222,212,129 472 A percentage of AUM
Fixed fees
Commision Based
Beadell A D Investment Counsel Inc
10224 N Port Washington Road,
Mequon, WI 53092
$216,518,000 105 A percentage of AUM
Hourly charges
Capital Innovations, Llc
N19w24400 Riverwood Dr , Suite 350,
Waukesha, WI 53188
$200,621,368 39 A percentage of AUM
Hourly charges
Fixed fees
Warnke/Nichols Ltd.
440 Wells Street , Suite 203,
Delafield, WI 53018
$168,719,131 64 A percentage of AUM
Kult Wealth Management Group, Llc
17100 W North Ave Suite 202,
Brookfield, WI 53005
$101,539,000 61 A percentage of AUM
Isectors, Llc
W6240 Communication Court , Suite 1,
Appleton, WI 54914-8549
$22,165,985 104 A percentage of AUM
Hourly charges
Other (LICENSE FEES BASED ON PERCENTAGE OF ASSETS IN INVESTMENT MODELS)

    List of Additional Advisors in Wisconsin*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Barbara Finley
    Inquire with Barbara
    1241 John Q Hammons Dr, Madison, WI  53717 608-829-3259
    Affordable Health and More LLC
    Inquire with Affordable
    2605 S. Calhoun Rd., #108, New Berlin, WI  53151 262-439-9867
    Andy Mangin
    Inquire with Andy
    111 N Washington St 4th, Fl Ste410, Green Bay, WI  54301 920-436-5601
    Broesch Financial Group
    Inquire with Broesch
    1733 Manhattan Dr, Ste F, Waukesha, WI  53186 262-409-4240
    Brent Kimbel
    Inquire with Brent
    2601 W Beltline Hwy, Ste 104, Madison, WI  53713 608-819-0500
    Andrew Lochner
    Inquire with Andrew
    1110 Fourier Dr, Ste 100, Madison, WI  53717 608-829-6644
    Adam Lewitzke
    Inquire with Adam
    601 Willard Dr, Green Bay, WI  54304 920-499-0999
    Brandon Cintron
    Inquire with Brandon
    20975 Swenson Drive, Suite 300, Waukesha, WI  53186 262-523-8311
    Brett R Thom
    Inquire with Brett
    721 Main Ave, De Pere, WI  54115 920-964-0073
    Brian Prom
    Inquire with Brian
    16650 W Bluemound Rd, Ste 800, Brookfield, WI  53005 262-785-1010
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