Financial Advisors in Wisconsin
Browse 210 financial advisors in Wisconsin — page 3 of 5.
hoff private wealth
wausau, WI
iag wealth partners, llc
waukesha, WI
idea fund venture management, llc
la crosse, WI
intrinsic investors llc
wauwatosa, WI
isectors, llc
appleton, WI
isthmus partners, llc
madison, WI
jacobson & schmitt advisors, llc
middleton, WI
jansen wealth management llc
altoona, WI
john f suby wealth management llc
madison, WI
johnson wealth inc.
milwaukee, WI
kcd financial, inc.
green bay, WI
kellogg asset management, llc
green bay, WI
kerberrose wealth management, llc
shawano, WI
klcm advisors, inc.
milwaukee, WI
kom wealth management group, llc
appleton, WI
kult wealth management group, llc
brookfield, WI
landaas & company
milwaukee, WI
lasalle investment advisors, inc.
pewaukee, WI
leach, bickmore & weiss wealth management, llc
madison, WI
leverty financial group, llc
hudson, WI
liberty financial group, inc.
elm grove, WI
macco financial group, inc.
green bay, WI
madison asset management
madison, WI
madison investment advisors, llc
madison, WI
madison partners
madison, WI
marietta investment partners, llc
milwaukee, WI
mason street advisors, llc
milwaukee, WI
mason wells, inc.
milwaukee, WI
mbe wealth management, llc
tomah, WI
mcglone suttner wealth management, inc.
appleton, WI
mckinley money, llc
eau-claire, WI
mendota financial group, llc
madison, WI
midwest professional planners, ltd.
wausau, WI
milborn advisors, ltd
milwaukee, WI
milestone investment advisors, llc
middleton, WI
mlg fund manager llc
brookfield, WI
morgan dempsey capital management llc
milwaukee, WI
morgan-aly wealth management, llc
waukesha, WI
mueller wealth
mishicot, WI
n.e.w. advisory services, llc
de pere, WI
national investment services of america, llc
milwaukee, WI
neuenschwander asset management, llc
mcfarland, WI
nicholas co inc
milwaukee, WI
nicolet wealth management
green bay, WI
north star asset management inc
neenah, WI
northwestern mutual investment management company, llc
milwaukee, WI
northwestern mutual investment services,llc
milwaukee, WI
nvng investment advisors, llc
madison, 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.