Financial Advisors in Wisconsin
Browse 210 financial advisors in Wisconsin — page 4 of 5.
oarsman capital, inc
milwaukee, WI
omni financial llc
madison, WI
operose advisors llc
milwaukee, WI
orgel wealth management, llc
altoona, WI
packerland brokerage services, inc.
green bay, WI
park capital management, llc
madison, WI
pjs investment management
cedarburg, WI
plus group wealth advisors, llc
belgium, WI
poehling capital management, inc.
madison, WI
portfolio design services, llc
river falls, WI
prescient capital management, llc
delafield, WI
professional financial management, inc.
appleton, WI
provident trust company
waukesha, WI
racon capital
milwaukee, WI
reinhart partners, llc
mequon, WI
resonant capital advisors, llc
madison, WI
retirement income strategies, llc
evansville, WI
retirement wealth solutions llc
marshfield, WI
review services inc
brookfield, WI
richardson capital management, llc
menomonee falls, WI
richmond investment services llc
mequon, WI
river1 asset management llc
milwaukee, WI
riverwater partners llc
milwaukee, WI
robert w. baird & co. incorporated
milwaukee, WI
rock river capital partners, llc
madison, WI
rosemeyer management group
platteville, WI
schamberger, greylak & utterback wealth management, llc
la crosse, WI
schaper benz & wise investment counsel inc
neenah, WI
sentinel advisory group, llc
middleton, WI
sentry investment management, l.l.c.
stevens point, WI
shakespeare wealth management, llc
pewaukee, WI
sims capital management llc
milwaukee, WI
skylands capital, llc
milwaukee, WI
spectrum investment advisors, inc.
mequon, WI
sterling capital management inc
brookfield, WI
stonehaven wealth & tax solutions
appleton, WI
sugar maple asset management, llc
sister bay, WI
sullivan investment management llc
wisconsin rapids, WI
sumnicht & associates, llc
appleton, WI
sycamore investment consulting services, llc
madison, WI
t. anton investment house, inc.
madison, WI
the kieckhefer group
mequon, WI
the milwaukee company
thiensville, WI
the milwealth group, llc
milwaukee, WI
thompson investment management, inc.
madison, WI
tidal investments llc
milwaukee, WI
titletown wealth management, llc
green bay, WI
titletowntech ventures llc
green bay, 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.