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Find Top Financial Advisors in Oneida, Wisconsin

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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.

Finding the Top Financial Advisor in Oneida, Wisconsin
Last Updated - 11-Aug-2022

Oneida has 3 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 0 non-vetted advisors in your local area. These financial advisors in Oneida, Wisconsin have an average of 25 years of experience.

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

Qualified Financial Advisors in Oneida, 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
Paul Hoffman
CFP®
NEXT THIRD RETIREMENT COACHING
400 N Richmond St Suite F,
Appleton, WI 54911
40 Not Specified Not Specified Fee-Based
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

Information on Qualified Financial Advisors in Oneida

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# 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


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


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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?