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.
Lake Geneva
has
4
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
5
non-vetted advisors in your local area. These financial advisors in
Lake Geneva, Wisconsin
have an average of
14
years of experience.
NOTE: The list of financial
advisors in
Lake Geneva, 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
Lake Geneva, Wisconsin.
Qualified Financial Advisors in Lake Geneva, Wisconsin | ||||
---|---|---|---|---|
Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
Paul Raab
EDELMAN FINANCIAL ENGINES, LLC 3100 Sanders Road, Suite 125, Northbrook, IL 60062 |
10 | Not Specified | Not Specified | 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 |
Kyle Nolan
CFP® EDELMAN FINANCIAL ENGINES, LLC 1515 W. 22nd Street Suite 850W, Oak Brook, IL 60523 |
12 | Not Specified | Not Specified | Fee-Based |
Personal Capital
PERSONAL CAPITAL ---, Chicago, IL 60601 |
11 | $22,400,000,000 | $100,000 | Fee-Based |
Qualifications
CRD# 5963018
Firm CRD# 104510
Series 66
Compensation/Fee Fee-Based
Office Location
3100 Sanders Road,
Suite 125,
Northbrook,
IL
60062
Phone Number
224-521-5230
I'm passionate about helping my clients build a better future and achieve their financial and retirement goals. I love the opportunity to help people confirm whether they are on track to reach those goals. Outside of work I enjoy water sports, running, and spending time with friends and family.
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# 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.
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# 5426926
Firm CRD# 104510
Series 66
Compensation/Fee Fee-Based
Office Location
1515 W. 22nd Street Suite 850W,
Oak Brook,
IL
60523
Phone Number
630-756-5260
Since 2008, I've used my financial planning experiences, knowledge, and relationship management skills to serve my clients. I enjoy working with my clients to help ensure they stay on track and can handle the unexpected bumps life sends their way. In my free time, I like listening to audio books and spending time with my kids riding bikes, golfing and playing basketball.
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
Firm CRD# 155172
Compensation/Fee Fee-Based
Office Location
---,
Chicago,
IL
60601
Phone Number
650-556-1310
Personal Capital offers $200 Plus a Free Consultation. Here's all you have to do:
There's never been a better time to get a second opinion on your financial future. Schedule a call with Personal Capital today.
WHY USE PERSONAL CAPITAL
Personal Capital provides a unique combination of award-winning financial tools and personalized, human advice. Work with our team of licensed fiduciary advisors to build a free Personalized Plan that's yours to keep. You and your advisor will use our comprehensive array of free money management tools to identify and alert you to opportunities for investment management, retirement planning, and cash flow.Setting up your dashboard will make your discussion with an advisor -- whether ours or a competitor's -- more productive. And it's completely free to get started:
Advisory Services Provided:
Portfolio Management, Wealth Management
Top Financial Advisor Firms in Lake Geneva, Wisconsin (Ranked by AUM) |
|||
---|---|---|---|
Firm Name | AUM | No. of Clients | Fee Structure |
Geneva Partners, Llc
772 West Main Street , Suite 301, Lake Geneva, WI 53147 |
$319,080,593 | 1075 |
A percentage of AUM |
Voyager Capital Management, Llc
875 Townline Rd. , Suite 100, Lake Geneva, WI 53147 |
$214,253,517 | 624 |
A percentage of AUM Hourly charges Fixed fees |
* Additional advisors listing is provided in partnership with Yext
Financial Advisor | Office Location | Phone Number |
Tim Bliss Inquire with Tim |
835 Geneva Pkwy N, Ste 2, Lake Geneva, WI 53147 | 262-728-4000 |
FORM Wealth Inquire with FORM |
431 Geneva National Avenue South, Lake Geneva, WI 53147 | 262-686-3005 |
Edward Jones Inquire with Edward |
500 Commercial Court, Suite 100, Lake Geneva, WI 53147 | 262-248-8252 |
Edward Jones Inquire with Edward |
114 E Geneva Square, Lake Geneva, WI 53147 | 262-248-4058 |
Edward Jones Inquire with Edward |
114 E Geneva Square, Lake Geneva, WI 53147 | 262-248-4058 |
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