Find Top Financial Advisors in Brookfield, Wisconsin

Advisor Match Advisor Match

Brookfield, Wisconsin, located just outside Milwaukee, has a rural atmosphere and has been known for its dairy reputation. Brookfield has a cost of living at 13% higher than the national average. If you are looking to find a financial advisor, working with an experienced financial advisor in Brookfield that is aware of the higher cost of living could benefit your financial plans in the long run. There are over 1800 financial advisors to choose from in the Brookfield area, so finding the right advisor that meets your specific financial needs could become time consuming. That's where WiserAdvisor may be of service. It is our mission to connect people like you to the right financial advisors that can help you.

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. You need a financial advisor who will understand your specific financial situation, and has the relevant financial qualifications in Brookfield, Wisconsin.

Finding the Top Financial Advisor in Brookfield, Wisconsin
Last Updated - 12-Aug-2022

Brookfield has 3 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 64 non-vetted advisors in your local area. These financial advisors in Brookfield, Wisconsin have an average of 22 years of experience.

NOTE: The list of financial advisors in Brookfield, 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 Brookfield, Wisconsin.

Qualified Financial Advisors in Brookfield, Wisconsin
Financial Advisor Experience AUM Minimum Assets Fee Structure
Andrew Houte
325 N. Corporate Drive, Suite 120,
Brookfield, WI 53045
18 $85M $250,000 Fee-Based
Kurt Rozman
675 North Barker Road Suite 220,
Brookfield, WI 53045
25 Not Specified Not Specified Not Specified
Dean Hessler
2501 West Beltline Highway Suite 103,
Madison, WI 53713
23 Not Specified Not Specified Fee-Based

Information on Qualified Financial Advisors in Brookfield

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,
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
Firm CRD# 6413
Series 7, 63, 65

Office Location 675 North Barker Road Suite 220,
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
Firm CRD# 104510
Series 66

Compensation/Fee Fee-Based

Office Location 2501 West Beltline Highway Suite 103,
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 Brookfield, Wisconsin (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
Freedom Wealth Alliance
675 North Barker Road , Suite 220,
Brookfield, WI 53045
$320,123,585 1542 A percentage of AUM
Hourly charges
Fixed fees
Charter Capital Management, Inc
13805 W Burleigh Road , Suite 100,
Brookfield, WI 53005
$297,620,065 340 A percentage of AUM
Sterling Capital Management Inc
17160 W. North Ave , Suite 200,
Brookfield, WI 53005
$270,252,913 346 A percentage of AUM
Fixed fees
Performance Based
Brook Capital
675 N.Barker Road, Suite #200,
Brookfield, WI 53045
$207,840,969 1146 A percentage of AUM
Hourly charges
Fixed fees
Commision Based
Granite Financial Group
175 N. Patrick Blvd. , Suite 170,
Brookfield, WI 53045-5857
$185,100,000 516 A percentage of AUM
Fixed fees
Francis Investment Counsel Llc
19435 W. Capitol Drive,
Brookfield, WI 53045
$176,791,312 2 Fixed fees
Review Services Inc
13255 West Bluemound Road , Suite 205,
Brookfield, WI 53005
$172,058,559 831 A percentage of AUM
Fixed fees
Envision Financial Llc
375 Bishops Way Suite 232,
Brookfield, WI 53005
$130,766,254 77 A percentage of AUM
Fixed fees
Entasis Asset Management Llc
300 N Corporate Dr , Suite 220,
Brookfield, WI 53045
$119,832,928 359 A percentage of AUM
Hourly charges
Fixed fees
Kult Wealth Management Group, Llc
17100 W North Ave Suite 202,
Brookfield, WI 53005
$101,539,000 61 A percentage of AUM

    List of Additional Advisors in Brookfield, Wisconsin*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Brian Prom
    Inquire with Brian
    16650 W Bluemound Rd, Ste 800, Brookfield, WI  53005 262-785-1010
    Ann Massaro DiDonato
    Inquire with Ann
    16650 W Bluemound Rd, Ste 800, Brookfield, WI  53005 262-901-1503
    Bob DiDonato
    Inquire with Bob
    16650 W Bluemound Rd, Ste 800, Brookfield, WI  53005 262-901-1537
    Brian Faracy
    Inquire with Brian
    16650 W Bluemound Rd, Ste 800, Brookfield, WI  53005 262-785-1010
    Jeremy Bardon
    Inquire with Jeremy
    325 N Corporate Dr, Ste 110, Brookfield, WI  53045 262-754-5504
    Dallen Wealth Management Group
    Inquire with Dallen
    18000 W Sarah Ln, Ste 230, Brookfield, WI  53045 262-754-9444
    Sarah Oberhofer
    Inquire with Sarah
    16650 W Bluemound Rd, Ste 800, Brookfield, WI  53005 262-901-1582
    Christine M King
    Inquire with Christine
    16650 W Bluemound Rd, Ste 800, Brookfield, WI  53005 262-901-1578
    Russell Zarling
    Inquire with Russell
    325 N Corporate Dr, Ste 110, Brookfield, WI  53045 262-754-5504
    Dunco, Braun & Associates
    Inquire with Dunco,
    16650 W Bluemound Rd, Ste 800, Brookfield, WI  53005 262-901-1514
      Talk to an advisor
      • Find pre-screened advisors
      • Review matched profiles
      • Receive free initial consultation

      Are You A Financial Advisor
      in Wisconsin?

      Grow your AUM with pre-qualified leads!


      Customer Reviews

      Frequently Asked Questions

      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?