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Portfolio Size of 100K and
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Personalized advice for portfolio size
of 100K & above
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.
Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.
| 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
|
| 4071 | 316065 | $247,790,348,025 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based, Performance Based, Other (HARD DOLLAR PAYMENTS FOR RESEARCH)
|
|
| 483 | 272 | $128,675,520,784 | A Percentage of AUM, Performance Based
|
|
| 62 | 361 | $32,032,395,000 | A Percentage of AUM, Fixed Fees, Other (FEE FROM AFFILIATES.)
|
|
| 12 | 27 | $25,569,711,808 | A Percentage of AUM
|
|
| 26 | 831 | $13,213,149,862 | A Percentage of AUM
|
|
| 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
|
| 117 | 1544 | $7,746,236,885 | A Percentage of AUM, Fixed Fees
|
|
| 75 | 9697 | $6,255,250,814 | A Percentage of AUM, Fixed Fees
|
|
| 21 | 3475 | $5,620,331,499 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (PROJECT FEES)
|
|
| 41 | 711 | $5,574,754,331 | A Percentage of AUM, Fixed Fees
|
|
| 20 | 3618 | $5,026,791,348 | A Percentage of AUM, Other (MODEL PORTFOLIO FEES BASED ON UNDERLYING ASSETS.)
|
|
| 15 | 15 | $4,882,201,529 | A Percentage of AUM, Performance Based
|
|
| 13 | 1206 | $4,839,167,748 | A Percentage of AUM
|
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.
