Financial Advisors in Wisconsin
Browse 210 financial advisors in Wisconsin — page 2 of 5.
coast advisory llc
east troy, WI
collar capital management, llc
appleton, WI
conceptual financial advisors, llc
appleton, WI
coordinated capital securities, inc.
Fort Atkinson, WI
copper harbor investment advisors, llc
appleton, WI
cornerstone financial group
appleton, WI
cushing capital partners, llc
delafield, WI
cvc manager, llc
milwaukee, WI
cwp private wealth management
west bend, WI
dana investment advisors inc
waukesha, WI
denali wealth management, inc.
mequon, WI
diversified management inc
milwaukee, WI
drake & associates, llc
waukesha, WI
ecio, inc.
madison, WI
elite retirement group
plover, WI
elite wealth management, inc.
plover, WI
ellenbecker investment group
waukesha, WI
endowment wealth management, inc.
appleton, WI
enrich financial partners llc
madison, WI
entasis asset management llc
brookfield, WI
envision financial llc
brookfield, WI
etf model solutions, llc
appleton, WI
evexia wealth, llc
stevens point, WI
fiduciary financial planning network
onalaska, WI
fiduciary management, inc.
milwaukee, WI
financial service group inc
Mount Pleasant, WI
financial strategies, inc.
brookfield, WI
form wealth advisors, llc
lake geneva, WI
fortress planning group
pewaukee, WI
francis llc
brookfield, WI
friedlander & co inc
milwaukee, WI
gateway wealth partners, llc
appleton, WI
gener8tor management, llc
madison, WI
generation growth capital partners iii, llc
milwaukee, WI
generation growth capital partners iv, llc
milwaukee, WI
geneva capital management llc
milwaukee, WI
geneva partners, llc
lake geneva, WI
global value investment corporation
milwaukee, WI
global view capital management llc
waukesha, WI
goldstein advisors, llc
madison, WI
googins advisors, inc.
middleton, WI
granite financial group
brookfield, WI
h. c. denison co.
sheboygan, WI
hammes realty advisors, llc
milwaukee, WI
harbour investments, inc.
madison, WI
healthx management, llc
madison, WI
heartland advisors, inc.
milwaukee, WI
heck capital advisors, llc
rhinelander, WI
Frequently Asked Questions
How much does a financial advisor cost in Wisconsin?
Fee-only advisors charge $150-$350/hour or $1,500-$5,000 for a comprehensive plan. Commission-based advisors earn from product sales (no direct cost to you, but potential conflicts). Fee-based advisors combine both. AUM (assets under management) fees are typically 1-1.5% annually.
What's the difference between a financial advisor and a financial planner?
A financial planner creates comprehensive plans covering all aspects of your finances. A financial advisor may focus on investment management specifically. In Canada, look for the CFP (Certified Financial Planner) designation for comprehensive planning, or CFA for investment expertise.
When should I hire a financial advisor?
Consider an advisor when: you have $50K+ in investable assets, approaching major life changes (marriage, kids, divorce, retirement), inheriting money, starting a business, or you simply don't have time to manage your finances. The earlier you start, the more compound growth works for you.
How do I verify a financial advisor's credentials?
Check FP Canada's registry for CFP holders, CFA Institute for CFA charterholders, and your provincial securities commission for registered advisors. Ask about their registration category, compensation model, and any disciplinary history. All registered advisors must disclose this information.
What should I ask a financial advisor at the first meeting?
Ask: How are you compensated? What are your qualifications/designations? What's your investment philosophy? How often will we meet? What's your typical client profile? Can you provide references? Do you have a fiduciary duty to me? A good advisor welcomes these questions.