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Connecting with the right financial advisor at the right time can help you streamline your financial plan and build financial strategies for the future!

Trusting someone to manage your finances is an audacious step to take! Finding the right financial advisor in Wisconsin involves going through a number of financial expert profiles and a large number of options can leave you confused!

How To Find Best Financial Advisors & Planners in Wisconsin?

We at financialadvisor.net can help you solve your dilemma by narrowing down the top registered financial advisors in Wisconsin to provide you with the best advisors near you.

We understand your various financial needs, & so do our financial advisors! Find, Locate & Compare the best Wisconsin financial advisors tailored as per your financial requirements. Check advisor’s qualifications, certifications & experience before you connect.

List of Qualified Financial Advisors in Wisconsin

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Andrew Hermsen

Hermsen Wealth Management

1200 Centennial Centre Blvd
Suite 300

Hobart, WI 54155

920-496-0123

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Brady Zwiefelhofer

Thrivent Financial

705 Bay Street Suite 2D

Chippewa Falls, WI 54729

715-514-1540

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Jeremy Keil

Keil Financial Partners

15350 W. National Ave
Suite 214

New Berlin, WI 53151

262-333-8353

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Andrew Houte

Next Level Planning & Wealth Management

325 N. Corporate Drive, Suite 120

Brookfield, WI 53045

414-369-6627

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Dean Hessler

Edelman Financial Engines, LLC

2501 West Beltline Highway Suite 103

Madison, WI 53713

608-234-5121

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Kurt Rozman

Freedom Wealth Alliance

675 North Barker Road Suite 220

Brookfield, WI 53045

262-798-7979

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Todd Glime

Futurity First Wealth Management

4321 West College Avenue
Suite 200

Appleton, WI 54914

920-606-9446

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Freeman Linde

La Crosse Financial Planning

700 3rd St. N
Suite 202A

La Crosse, WI 54601

608-534-4444

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Russell Olson

Financial Consulting Services, Inc.

225 S. Monroe Avenue

Green Bay, WI 54311

920-432-5242

List of Additional Financial Advisors in Wisconsin*

* Additional advisor listing is provided in partnership with Yext

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Gage C. Davidson - Morgan Stanley

411 E Wisconsin Ave
Suite 2200

Milwaukee, WI 53202
414-226-3056

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Kevin Baranczyk - Morgan Stanley

111 N Washington St 4th
Fl Ste410

Green Bay, WI 54301
920-436-5607

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Affordable Health and More LLC

2605 S. Calhoun Rd.
#108

New Berlin, WI 53151
262-439-9867

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Allstate Personal Financial Representative: Ian Gauger

400 Reid St
Ste I

De Pere, WI 54115
920-973-0876

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Block & Kroll Financial

210 7th ST. S.
Suite 2

La Crosse, WI 54601
608-785-2200

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Arneson Insurance Agency

S 226 McKay Avenue

Spring Valley, WI 54767
715-778-4494

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The Beckwith Brindley Group - UBS Financial Services Inc.

8020 Excelsior Drive

Madison, WI 53717
608-831-8663

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Akamai Advisors

2960 Triverton Pike Drive
Suite 100

Fitchburg, WI 53711
608-729-3874

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The Steffes Group - UBS Financial Services Inc.

17775 West Bluemound Road

Brookfield, WI 53045
262-794-0839

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CFSC Checks Cashed 76th & Mill Rd

6404B N. 76th St.

Milwaukee, WI 53223
414-875-6607

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CFSC Checks Cashed Fond Du Lac & Center

2636 W. Fond du Lac Ave.

Milwaukee, WI 53206
414-875-6601

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CFSC Checks Cashed 35th & Villard

3500 W. Villard

Milwaukee, WI 53209
414-875-6624

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CFSC Checks Cashed Timmerman Plaza

10400 W. Silver Spring Dr.

Milwaukee, WI 53225
414-875-6618

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CFSC Checks Cashed 89th & Brown Deer

8921 W. Brown Deer Rd.

Milwaukee, WI 53224
414-875-6611

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CFSC Checks Cashed 35th & Vliet

3432 W. Vliet St.

Milwaukee, WI 53208
414-875-6603

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CFSC Checks Cashed Mitchell Airport Plaza

1010 W. Layton Ave.

Milwaukee, WI 53221
414-875-6606

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VILLA

6724 W Greenfield Ave

West Allis, WI 53214
414-257-2478

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VILLA

6400 N 76th St

Milwaukee, WI 53223
414-760-1698

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The Lakeland Group - Morgan Stanley

9796 Highway 70 West

Minocqua, WI 54548
715-356-9473

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Anthony Corona

262-783-4000

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Allstate Personal Financial Representative: Ural Jackson Jr

15400 W Capitol Dr
Ste 206

Brookfield, WI 53005
414-771-6411

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Christine Scimeca - Morgan Stanley

11501 North Port Washington

Mequon, WI 53092
262-241-1945

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The Flower Garden

202 North Ave

Hartland, WI 53029
262-367-8205

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Starion Bank

1651 John Q. Hammons Dr.

Middleton, WI 53562
608-829-3050

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MGA Wealth Management

5402 Douglas Avenue

Racine, WI 53402
262-898-1694

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Bankers' Wealth Partner Strategies

7700 Mineral Point Road

Madison, WI 53717
608-400-2428

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CFSC Checks Cashed 46th & North Avenue

4535 W. North Ave.

Milwaukee, WI 53208
414-449-5654

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Morgan Stanley

20975 Swenson Drive
Suite 300

Waukesha, WI 53186
262-523-8300

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CFSC Checks Cashed Capitol & Appleton

7410 W. Capitol Dr.

Milwaukee, WI 53216
414-875-6615

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CFSC Checks Cashed Brady & Farwell

1407 E. Brady St.

Milwaukee, WI 53202
414-875-6610

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CFSC Checks Cashed Cesar Chavez & National

801 S. Ceasar Chavez Dr.

Milwaukee, WI 53204
414-875-6602

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CFSC Checks Cashed 55th & Fond Du Lac

5500 Fond Du Lac Ave.

Milwaukee, WI 53216
414-875-6617

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Tracy Piontkowski, ChFC

1429 Oregon St

Oshkosh, WI 54902
920-410-0969

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Christopher Weber - Morgan Stanley

20975 Swenson Drive
Suite 300

Waukesha, WI 53186
262-523-8390

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Prime Financial Services

675 N. Barker Rd.
Suite 110

Brookfield, WI 53045
414-771-7220

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Paragon Investment Consultants

2600 Church Street

Stevens Point, WI 54481
715-544-1701

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Steven J Indermuehle - Morgan Stanley

11501 North Port Washington

Mequon, WI 53092
262-241-1955

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Savaglia Investments and Planning

7300 South 13th Street
Suite 103

Oak Creek, WI 53154
414-768-1984

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Tota Vita Financial Associates

4626 South Biltmore Lane

Madison, WI 53718
608-237-1888

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PJS Investment Management

W62 N570 Washington Avenue

Cedarburg, WI 53012
262-377-0484

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Novak Wealth Management - Morgan Stanley

20975 Swenson Drive
Suite 300

Waukesha, WI 53186
262-523-8380

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Kadletz Wealth Management

3311 South Packerland Drive
Suite B

De Pere, WI 54115
920-339-9800

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Straight Arrow Financial Group

1717 Wolf Road
Unit E

Richfield, WI 53076
262-251-7765

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Projected Planning Company

414 Broadway Street
Suite 202-B

Baraboo, WI 53913
608-355-1040

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Choice Advisors

405 N. Calhoun Rd.
Ste 106

Brookfield, WI 53005
262-641-9705

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CMS Retirement Income Planning LLC

2050 Riverside Drive

Green Bay, WI 54301
920-569-8363

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Huberty Wealth Management

145 S. Marr Street

Fond du Lac, WI 54935
920-923-8400

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High Point Capital Group

1200 North Mayfair Road
Suite 300

Milwaukee, WI 53226
414-253-4600

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Schroeder Financial Services, LLC

104 W. Main St.
Ste b

Watertown, WI 53094
920-261-8126

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Ellenbecker Investment Group

N35 W23877 Highfield Court
Suite 200

Pewaukee, WI 53072
262-691-3200

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Reis Financial Services, LLC

4524 Dollar Drive

West Bend, WI 53095
262-338-0018

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Northwestern Mutual

921 W Wisconsin St

Sparta, WI 54656
608-269-6963

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Schwalbe Insurance Agency, LLC

45 S. Main St.

Fond Du Lac, WI 54935
920-933-3325

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Steven Fischer - Morgan Stanley

20975 Swenson Drive
Suite 300

Waukesha, WI 53186
414-266-5161

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Elluvium Financial

446 North Westhill Boulevard
Suite 2

Appleton, WI 54914
920-993-2264

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MoneyWise Planning Group

7111 West Edgerton Avenue
Suite 302

Greenfield, WI 53220
414-329-0030

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Robin Muller - Morgan Stanley

411 E Wisconsin Ave
Suite 2200

Milwaukee, WI 53202
414-226-3045

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Global View Capital Advisors, LTD. - Marcie Nemke

279 Ross Avenue

Schofield, WI 54476
715-241-9295

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The Mooney Group - Morgan Stanley

11501 North Port Washington

Mequon, WI 53092
262-241-1972

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Ixonia Wealth Management

W1046 Marietta Ave

Ixonia, WI 53036
262-569-3631

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Gregory A Kostka - Morgan Stanley

411 E Wisconsin Ave
Suite 2200

Milwaukee, WI 53202
414-226-3007

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Edward Jones - Financial Advisor: Megan L McCarthy-Cline

1521 Randolph Road

Janesville, WI 53545
608-758-2335

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The Patterson Group - Morgan Stanley

1241 John Q Hammons Dr
100

Madison, WI 53717
608-829-2882

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Laurel Rice - Morgan Stanley

33 E Main St
Ste 700

Madison, WI 53703
608-283-2347

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Matthew Palm, CFP - UBS Financial Services Inc.

8020 Excelsior Drive

Madison, WI 53717
608-831-8668

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Constance Carmony - Morgan Stanley

20975 Swenson Drive
Suite 300

Waukesha, WI 53186
262-402-2595

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Eric Kapla - Morgan Stanley

111 N Washington St 4th
Fl Ste410

Green Bay, WI 54301
920-436-5633

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Mobile Life, Verizon Authorized Retailer

316 N Century Ave

Waunakee, WI 53597
608-849-5055

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Brookfield, WI Private Wealth Management - UBS Financial Services Inc.

17775 W. Bluemound Road

Brookfield, WI 53045
800-847-3599

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Ali Garba - Morgan Stanley

20975 Swenson Drive
Suite 300

Waukesha, WI 53186
262-523-8345

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CFSC Checks Cashed 27th & Oklahoma

3256 S. 27th St.

Milwaukee, WI 53215
414-875-6616

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CFSC Checks Cashed Highway 100 & National

2812 S. 108th St.

West Allis, WI 53227
414-875-6612

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CFSC Checks Cashed 26th & Wisconsin

2534 W. Wisconsin Ave.

Milwaukee, WI 53233
414-875-6614

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CFSC Checks Cashed Capitol & Humboldt

821 E. Capitol Dr.

Milwaukee, WI 53212
414-875-6608

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CFSC Checks Cashed 8th & Mitchell

801 W. Historic Mitchell St.

Milwaukee, WI 53204
414-875-6621

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David Lehrer - Morgan Stanley

1241 John Q Hammons Dr

Madison, WI 53717
608-829-4337

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Randall Young - Morgan Stanley

20975 Swenson Drive
Suite 300

Waukesha, WI 53186
414-256-2541

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Kelch & Associates

205 W Bridge Street
Suite 104

Wausau, WI 54401
715-849-3600

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Kirk Hager, CFP - UBS Financial Services Inc.

8020 Excelsior Drive

Madison, WI 53717
608-831-8673

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Verus Investment Advisory Group, Inc

5765 W. Grande Market Drive
Ste. A

Appleton, WI 54913
920-882-5299

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FPW

6405 Century Avenue
Suite 103

Middleton, WI 53562
608-836-8668

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Lakeside Financial Consultants

880 E. Perkins Street

Medford, WI 54451
800-717-2008

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Custer Plumb Financial Services

406 Science Drive
Suite 310

Madison, WI 53711
608-238-8388

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Du Charme Financial Group

15885 W National Avenue
Suite 100

New Berlin, WI 53151
262-505-5740

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Evolution Wealth Management

100 West Lawrence Street
Suite 419

Appleton, WI 54911
920-470-3275

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Symphonic Financial Advisors, LLC

2923 Marketplace Dr
Suite 102

Fitchburg, WI 53719
608-442-1500

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Third Coast Advisors

8010 Excelsior Drive
Suite 200

Madison, WI 53717
608-828-9800

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FVSB Financial Services

51 East 1st Street

Fond du Lac, WI 54935
800-242-7880

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Thompson Financial Management

219 South Main Street

Jefferson, WI 53549
920-674-5850

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Regal Bay Investment Group, LLC

250 E Wisconsin Ave.
Suite 1500

Milwaukee, WI 53202
414-225-3551

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Life Cycle Investments

146 Algoma Boulevard
Suite F

Oshkosh, WI 54901
920-279-9984

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Planners Financial Group, LLC

10909 West Greenfield Avenue
Suite 101

Milwaukee, WI 53214
414-282-4000

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Freedom Wealth Alliance

675 North Barker Road
Suite 220

Brookfield, WI 53045
262-798-7979

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Bob Vasa - UBS Financial Services Inc.

8020 Excelsior Drive

Madison, WI 53717
312-525-7508

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Thomey Financial Services

5717 8th Avenue

Kenosha, WI 53140
262-654-8171

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Zoerner Financial

7530 39th Avenue

Kenosha, WI 53142
262-997-6366

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Tax Management Services Inc.

828 Cherry Street

Green Bay, WI 54301
920-432-1985

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Chadwick M. Schloesser - Morgan Stanley

33 E Main St
Ste 700

Madison, WI 53703
608-283-2326

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Chad Gruett - Morgan Stanley

20975 Swenson Drive
Suite 300

Waukesha, WI 53186
262-523-8361

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The Schweitzer - Pondel Group - Morgan Stanley

20975 Swenson Drive
Suite 300

Waukesha, WI 53186
262-523-8331

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One Tree Hill Investment Advisors

2301 Sun Valley Drive
Suite #202

Delafield, WI 53018
262-303-4806

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Golden Sands Financial LLC

720 South Maple Bluff Court

Stevens Point, WI 54482
715-344-6300

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Northright Financial

3008A Walker Drive

Green Bay, WI 54311
920-712-7800

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Benefit Wealth Partners

101 N Bridge St

Chippewa Falls, WI 54729
800-905-8576

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Daren J Powers CPA

246 Tierney Drive

New Richmond, WI 54017
715-246-7267

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Stifel | David J. Holperin

3610 Highway 47

Rhinelander, WI 54501
715-362-1719

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FORM Wealth

431 Geneva National Avenue South

Lake Geneva, WI 53147
262-686-3005

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Oakwood Wealth Management

13400 Bishops Lane
Suite 70

Brookfield, WI 53005
262-533-0009

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Kettle Financial

1102 Fond Du Lac Avenue

Sheboygan Falls, WI 53085
920-558-9016

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Greening Insurance Group

608-843-4118

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Morgan Stanley Financial Advisors

111 N Washington St 4th
Fl Ste410

Green Bay, WI 54301
920-437-3276

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John J Lerose III - Morgan Stanley

411 E Wisconsin Ave
Suite 2200

Milwaukee, WI 53202
414-226-3118

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Morgan Stanley Financial Advisors

33 E Main St
Ste 700

Madison, WI 53703
608-251-4477

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Brandy Debroux - Morgan Stanley

4545 West College Ave
Ste 300

Appleton, WI 54914
920-997-6463

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SagePoint Financial, Inc.

W6110 Aerotech Drive
Suite A

Appleton, WI 54914
920-739-7757

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The Wesa/Klaubauf Group - Morgan Stanley

111 N Washington St
4th Fl Ste410

Green Bay, WI 54301
920-436-5625

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Dudley J Godfrey - Morgan Stanley

411 E Wisconsin Ave
Suite 2200

Milwaukee, WI 53202
414-226-3169

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Ryan Beckwith - UBS Financial Services Inc.

8020 Excelsior Drive

Madison, WI 53717
608-831-8663

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Terry Revolinski - UBS Financial Services Inc.

17775 West Bluemound Road

Brookfield, WI 53045
262-794-0823

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V3 Financial Wealth Strategies

417 North Milwaukee Street

Waterford, WI 53185
262-534-1177

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Premier Investment Services

1273 South Main Street

Shawano, WI 54166
715-524-8100

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George Heathcote

5555 Odana Road
Suite 104

Madison, WI 53719
608-234-5734

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R&R Wealth Management, LLC

N14 W23900 Stone Ridge Drive

Waukesha, WI 53188
262-696-5167

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Madison, WI Branch Office - UBS Financial Services Inc.

8020 Excelsior Drive

Madison, WI 53717
608-831-6300

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Lynn Marie Magner, CFP, CRPC, CDFA - UBS Financial Services Inc.

411 E Wisconsin Avenue
Suite 1700

Milwaukee, WI 53202
414-289-3814

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The Palm Financial Group - UBS Financial Services Inc.

8020 Excelsior Drive

Madison, WI 53717
608-831-8675

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Denison Kummrow - Morgan Stanley

20975 Swenson Drive
Suite 300

Waukesha, WI 53186
262-523-8324

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Perrigo Magner McCarthy - UBS Financial Services Inc.

411 E Wisconsin Avenue
Suite 1700

Milwaukee, WI 53202
414-289-3814

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The North Point Group - Morgan Stanley

2124 Kohler Memorial Dr
Ste 230

Sheboygan, WI 53081
920-208-5790

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Ken Lobins - Ameriprise Financial Services, LLC

13890 Bishops Dr
Ste 200

Brookfield, WI 53005
262-797-8828

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New Wall Street

2050 Riverside Drive
Suite 103

Green Bay, WI 54301
920-569-8383

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The Miller Thern Group - Morgan Stanley

4545 West College Ave
Ste 300

Appleton, WI 54914
920-832-9110

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Anchor Wealth Partners

W233 N2080 Ridgeview Parkway
Suite 200

Waukesha, WI 53186
262-565-6701

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The JMS Wealth Management Group - Morgan Stanley

33 E Main St
Ste 700

Madison, WI 53703
608-251-4477

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Michael Ward - Morgan Stanley

20975 Swenson Drive
Suite 300

Waukesha, WI 53186
414-266-5153

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Lee Mccarthy - UBS Financial Services Inc.

17775 West Bluemound Road

Brookfield, WI 53045
262-794-0851

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Joel Bogenschuetz - Morgan Stanley

111 N Washington St
4th Fl Ste410

Green Bay, WI 54301
920-433-6501

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Dunn Financial Services, Llc

102 W Wisconsin Avenue

Tomahawk, WI 54487
715-493-4803

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Canary Wealth Strategies

1228 East Washington Avenue

Madison, WI 53703
608-213-1968

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Michael D Bergan - Morgan Stanley

411 E Wisconsin Ave
Suite 2200

Milwaukee, WI 53202
414-226-3106

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Tina Wisialowski - Morgan Stanley

411 E Wisconsin Ave
Suite 2200

Milwaukee, WI 53202
414-226-3036

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Timothy J Moriarty - Morgan Stanley

20975 Swenson Drive
Suite 300

Waukesha, WI 53186
262-523-8370

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David Francis - Morgan Stanley

11501 North Port Washington

Mequon, WI 53092
262-241-1931

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The Koehler Lessuise Team - Morgan Stanley

111 N Washington St
4th Fl Ste410

Green Bay, WI 54301
920-433-6521

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Jon Bartol - Morgan Stanley

111 N Washington St
4th Fl Ste410

Green Bay, WI 54301
920-433-6500

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Jason Rohde - Morgan Stanley

33 E Main St
Ste 700

Madison, WI 53703
608-283-2344

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Patrick Fennelly - Morgan Stanley

20975 Swenson Drive
Suite 300

Waukesha, WI 53186
414-256-2345

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David Perrigo - UBS Financial Services Inc.

17775 West Bluemound Road

Brookfield, WI 53045
262-794-0808

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Allstate Personal Financial Representative: Matthew Goelzer

4010 N Oakland Ave

Milwaukee, WI 53211
414-961-1166

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Ryan Bell

608-276-6060

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Anna Gorman, CFP, ChSNC | Financial Advisor

10700 W Research Drive
Suite 190

Milwaukee, WI 53226
414-256-2159

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Heike Wealth Management

320 Main Street

Menomonie, WI 54751
715-235-7575

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The Stoka Financial Group - UBS Financial Services Inc.

411 E. Wisconsin Avenue, Suite 1700

Milwaukee, WI 53202
414-289-3807

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Justin Goninen - Morgan Stanley

1241 John Q Hammons Dr
Suite 100

Madison, WI 53717
608-829-3250

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Paul Ramus - UBS Financial Services Inc.

17775 West Bluemound Road

Brookfield, WI 53045
262-794-0863

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Patricia L. Schultz - Morgan Stanley

33 E Main St
Ste 700

Madison, WI 53703
608-283-2310

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E Marie Broussard - Morgan Stanley

411 E Wisconsin Ave
Suite 2200

Milwaukee, WI 53202
414-226-3153

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Allstate Personal Financial Representative: Thomas Kiernan

W164n11271 Squire Dr

Germantown, WI 53022
262-253-4600

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Susan Lubar - Morgan Stanley

33 E Main St
Ste 700

Madison, WI 53703
608-283-2322

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Michael Patterson - Morgan Stanley

1241 John Q Hammons Dr

Madison, WI 53717
608-829-4338

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Allstate Personal Financial Representative: Peter Wegmann

2960 Triverton Pike Dr

Fitchburg, WI 53711
262-893-4215

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Sierra Financial Services

501 Nathan Lane
Suite 4

Elkhorn, WI 53121
262-723-3898

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Jan Dyke - Morgan Stanley

411 E Wisconsin Ave
Suite 2200

Milwaukee, WI 53202
414-226-3027

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Patricia Anderson - Morgan Stanley

20975 Swenson Drive
Suite 300

Waukesha, WI 53186
262-523-8382

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Timothy Busalacchi - Morgan Stanley

411 E Wisconsin Ave
Suite 2200

Milwaukee, WI 53202
414-226-3035

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Douglas Dickinson - Morgan Stanley

411 E Wisconsin Ave
Suite 2200

Milwaukee, WI 53202
414-226-3034

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Christopher Czarnecki - Morgan Stanley

20975 Swenson Drive
Suite 300

Waukesha, WI 53186
414-266-5150

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Deborah M Albright - Morgan Stanley

20975 Swenson Drive
Suite 300

Waukesha, WI 53186
414-256-2334

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Morgan Stanley Financial Advisors

2124 Kohler Memorial Dr
Ste 230

Sheboygan, WI 53081
920-208-2178

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Mike Bernard - Morgan Stanley

2124 Kohler Memorial Dr
Ste 230

Sheboygan, WI 53081
920-208-5797

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THE CARR BUTLER GROUP - Morgan Stanley

11501 North Port Washington

Mequon, WI 53092
262-241-1930

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David Lindberg - Morgan Stanley

411 E Wisconsin Ave
Suite 2200

Milwaukee, WI 53202
414-226-3114

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Vincent Suter - Morgan Stanley

20975 Swenson Drive
Suite 300

Waukesha, WI 53186
414-256-2544

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The Friday Wartman Group - Morgan Stanley

20975 Swenson Drive
Suite 300

Waukesha, WI 53186
262-523-8300

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Todd Barden - Morgan Stanley

411 E Wisconsin Ave
Suite 2200

Milwaukee, WI 53202
414-226-3037

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Kevin R. Campbell - Morgan Stanley

11501 North Port Washington

Mequon, WI 53092
262-241-1971

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Morgan Stanley Financial Advisors

11501 North Port Washington

Mequon, WI 53092
262-241-1920

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Morgan Stanley Financial Advisors

1241 John Q Hammons Dr

Madison, WI 53717
608-829-2882

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The Cornerstone Group - Morgan Stanley

20975 Swenson Drive
Suite 300

Waukesha, WI 53186
262-523-8300

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Steven Craig - Morgan Stanley

11501 North Port Washington

Mequon, WI 53092
262-241-1965

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Patrick Rohde - Morgan Stanley

1241 John Q Hammons Dr

Madison, WI 53717
608-829-3264

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Gary Peppel - Morgan Stanley

20975 Swenson Drive
Suite 300

Waukesha, WI 53186
414-256-1644

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Andy Mangin - Morgan Stanley

111 N Washington St 4th
Fl Ste410

Green Bay, WI 54301
920-436-5601

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Christopher L. Clark & Shawn W. Gehm - Morgan Stanley

111 N Washington St
4th Fl Ste410

Green Bay, WI 54301
920-436-5613

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Morgan Stanley Financial Advisors

411 E Wisconsin Ave
Suite 2200

Milwaukee, WI 53202
414-226-3000

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LaShell Lentz - Morgan Stanley

1241 John Q Hammons Dr

Madison, WI 53717
608-829-4343

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Todd Hart - Morgan Stanley

2124 Kohler Memorial Dr
Ste 230

Sheboygan, WI 53081
920-208-5784

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Forrest Gilbertson - Morgan Stanley

1241 John Q Hammons Dr

Madison, WI 53717
608-829-4346

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Michelle A. Maciosek - Morgan Stanley

20975 Swenson Drive
Suite 300

Waukesha, WI 53186
262-523-8309

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Scott J Arett - Morgan Stanley

111 N Washington St
4th Fl Ste410

Green Bay, WI 54301
920-433-6523

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Milwaukee, WI Branch Office - UBS Financial Services Inc.

411 E Wisconsin Ave
Suite 1700

Milwaukee, WI 53202
414-289-3800

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Brookfield, WI Branch Office - UBS Financial Services Inc.

17775 W. Bluemound Road

Brookfield, WI 53045
262-794-0800

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Mark Murray - UBS Financial Services Inc.

8020 Excelsior Drive

Madison, WI 53717
608-824-6106

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Brandon Cintron - Morgan Stanley

20975 Swenson Drive
Suite 300

Waukesha, WI 53186
262-523-8311

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Morgan Stanley Financial Advisors

9796 Highway 70 West

Minocqua, WI 54548
715-356-9473

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Trent Muller - Morgan Stanley

411 E Wisconsin Ave
Suite 2200

Milwaukee, WI 53202
414-226-3050

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Kristi Austin - Morgan Stanley

33 E Main St
Ste 700

Madison, WI 53703
608-283-2304

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Robert Roenitz - Morgan Stanley

411 E Wisconsin Ave
Suite 2200

Milwaukee, WI 53202
414-226-3107

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Jennifer Scharf - Morgan Stanley

411 E Wisconsin Ave
Suite 2200

Milwaukee, WI 53202
414-226-3155

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Debra A Stefl - Morgan Stanley

20975 Swenson Drive
Suite 300

Waukesha, WI 53186
262-523-8346

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Kurt Maltby - Morgan Stanley

20975 Swenson Drive
Suite 300

Waukesha, WI 53186
262-523-8303

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Michael D. Thometz - Morgan Stanley

11501 North Port Washington

Mequon, WI 53092
262-241-1938

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Eric Martzahl - Morgan Stanley

111 N Washington St 4th
Fl Ste410

Green Bay, WI 54301
920-436-5629

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Patricia Stapelkamp - Morgan Stanley

11501 North Port Washington Rd.
Ste. 100

Mequon, WI 53092
262-241-1950

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Neil Conway - UBS Financial Services Inc.

17775 West Bluemound Road

Brookfield, WI 53045
262-794-0837

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Christopher L Alexander - Morgan Stanley

33 E Main St
Ste 700

Madison, WI 53703
608-283-2313

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Terrence Hankerson - UBS Financial Services Inc.

8020 Excelsior Drive

Madison, WI 53717
608-831-8674

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The Bogenschuetz Group - Morgan Stanley

111 N Washington St
4th Fl Ste410

Green Bay, WI 54301
920-433-6501

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Rick Christopherson - Morgan Stanley

111 N Washington St
4th Fl Ste410

Green Bay, WI 54301
608-372-9000

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Morgan Stanley Financial Advisors

4545 West College Ave
Ste 300

Appleton, WI 54914
920-832-9110

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Graham Fuguitt - Morgan Stanley

33 E Main St
Ste 700

Madison, WI 53703
608-283-2321

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William Hensien - Morgan Stanley

11501 North Port Washington

Mequon, WI 53092
262-241-1960

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The Meyer Rosera Group - Morgan Stanley

111 N Washington St
4th Fl Ste410

Green Bay, WI 54301
920-437-3276

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Diane Veenendaal - UBS Financial Services Inc.

17775 West Bluemound Road

Brookfield, WI 53045
262-794-0829

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James-Fuguitt Group - Morgan Stanley

33 E Main St
Ste 700

Madison, WI 53703
608-251-4477

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Scott James - Morgan Stanley

33 E Main St
Ste 700

Madison, WI 53703
608-283-2340

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Fletcher Kenneally Team - Morgan Stanley

111 N Washington St
4th Fl Ste410

Green Bay, WI 54301
920-437-3276

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MBE Wealth Management

E10890 Penny Lane

Baraboo, WI 53913
608-356-1000

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Sean Finley - Morgan Stanley

1241 John Q Hammons Dr

Madison, WI 53717
608-829-4342

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Corey Coonen - Morgan Stanley

111 N Washington St
4th Fl Ste410

Green Bay, WI 54301
920-433-6513

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Mary Lessuise - Morgan Stanley

111 N Washington St 4th
Fl Ste410

Green Bay, WI 54301
920-436-5610

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Richard P Behrendt - Morgan Stanley

411 E Wisconsin Ave
Suite 2200

Milwaukee, WI 53202
414-226-3025

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Daniel Doyle - Morgan Stanley

411 E Wisconsin Ave
Suite 2200

Milwaukee, WI 53202
262-523-8304

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Corby Oleson - Morgan Stanley

11501 North Port Washington

Mequon, WI 53092
262-241-1959

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Jeffrey J Krause - Morgan Stanley

20975 Swenson Drive
Suite 300

Waukesha, WI 53186
262-523-8326

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Gary Wesa - Morgan Stanley

111 N Washington St
4th Fl Ste410

Green Bay, WI 54301
920-436-5625

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James G. Pondel - Morgan Stanley

20975 Swenson Drive
Suite 300

Waukesha, WI 53186
262-523-8331

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Arthur J. Schweitzer - Morgan Stanley

20975 Swenson Drive
Suite 300

Waukesha, WI 53186
262-523-8330

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Matt Parks - Morgan Stanley

411 E Wisconsin Ave
Suite 2200

Milwaukee, WI 53202
414-226-3028

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Mark A Bisbach - Morgan Stanley

20975 Swenson Drive
Suite 300

Waukesha, WI 53186
262-523-8301

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Daniel Geigler - Morgan Stanley

20975 Swenson Drive
Suite 300

Waukesha, WI 53186
414-256-2351

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Bobbi Van Eperen - Morgan Stanley

111 N Washington St
4th Fl Ste410

Green Bay, WI 54301
920-436-5624

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Joseph Miller - Morgan Stanley

4545 West College Ave
Ste 300

Appleton, WI 54914
920-997-6452

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Egija Bruge

11501 North Port Washington

Mequon, WI 53092
262-241-1924

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Matthew Kluetz - Morgan Stanley

9796 Highway 70 West

Minocqua, WI 54548
715-358-7126

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Lynn F. Ciepluch - Morgan Stanley

411 E Wisconsin Ave
Suite 2200

Milwaukee, WI 53202
414-226-3121

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RJL Equity Solutions LLC

N8975 Lakeshore Drive

Van Dyne, WI 54979
920-219-2353

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Chad Lehmann, Washington National Agent

1201 2nd Ave

Cumberland, WI 54829
715-205-8119

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Susan E Martin - Morgan Stanley

411 E Wisconsin Ave
Suite 2200

Milwaukee, WI 53202
414-226-3013

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Leigh Thern - Morgan Stanley

4545 West College Ave
Ste 300

Appleton, WI 54914
920-997-6455

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Perri DeSautel - Morgan Stanley

111 N Washington St 4th
Fl Ste410

Green Bay, WI 54301
920-433-6531

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Dennis Skrypchak - Morgan Stanley

20975 Swenson Drive
Suite 300

Waukesha, WI 53186
414-256-2556

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Marcus Theill, Washington National Agent

2121 Kunkel Lane

Cuba City, WI 53807
608-330-3485

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John Lazarescu, Washington National Agent

1507 Lincoln Street

Bangor, WI 54614
608-385-3086

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Joseph L Heil - Morgan Stanley

411 E Wisconsin Ave
Suite 2200

Milwaukee, WI 53202
414-226-3006

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Matthew Conway

411 E Wisconsin Ave
Suite 2200

Milwaukee, WI 53202
414-226-3150

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Ryan Meyer - Morgan Stanley

111 N Washington St 4th
Fl Ste410

Green Bay, WI 54301
920-433-6508

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Craig Fuhrmann

411 E Wisconsin Ave
Suite 2200

Milwaukee, WI 53202
414-226-3113

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Jerry Appleton - Morgan Stanley

33 E Main St
Ste 700

Madison, WI 53703
608-283-2306

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Richard Butler - Morgan Stanley

11501 North Port Washington

Mequon, WI 53092
262-241-1937

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Shawn W Gehm - Morgan Stanley

111 N Washington St
4th Fl Ste410

Green Bay, WI 54301
920-436-5630

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Stacie L Rosera - Morgan Stanley

111 N Washington St
4th Fl Ste410

Green Bay, WI 54301
920-436-5620

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Chad Klaubauf - Morgan Stanley

111 N Washington St
4th Fl Ste410

Green Bay, WI 54301
920-433-6527

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Jeremy Burri | Veritas Financial Services, LLC

506 E Mill St, Ste 101

Plymouth, WI 53073
920-893-5262

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James Sidders - Morgan Stanley

20975 Swenson Drive
Suite 300

Waukesha, WI 53186
262-523-8354

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Keith Robel - Morgan Stanley

2124 Kohler Memorial Dr
Ste 230

Sheboygan, WI 53081
920-208-5786

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Kevin Kenneally - Morgan Stanley

111 N Washington St
4th Fl Ste410

Green Bay, WI 54301
920-433-6511

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Paul S Connolly - Morgan Stanley

411 E Wisconsin Ave
Suite 2200

Milwaukee, WI 53202
414-226-3023

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David J Lownik - Morgan Stanley

411 E Wisconsin Ave
Suite 2200

Milwaukee, WI 53202
414-226-3116

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Edgar T Mooney - Morgan Stanley

11501 North Port Washington

Mequon, WI 53092
262-241-1972

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Timothy Andrew Carr - Morgan Stanley

11501 North Port Washington

Mequon, WI 53092
262-241-1929

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Andy Roe - Morgan Stanley

1241 John Q Hammons Dr

Madison, WI 53717
608-829-3246

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Kevin Patterson - Morgan Stanley

1241 John Q Hammons Dr

Madison, WI 53717
608-829-3244

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Hans D Anderson

111 N Washington St 4th
Fl Ste410

Green Bay, WI 54301
920-436-5608

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Sandy Fletcher - Morgan Stanley

111 N Washington St
4th Fl Ste410

Green Bay, WI 54301
920-433-6534

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Jenny Meicher Santek - Morgan Stanley

33 E Main St
Ste 700

Madison, WI 53703
608-283-2314

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Patrick O. Rindfleisch - Morgan Stanley

33 E Main St
Ste 700

Madison, WI 53703
608-283-2308

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Keith F Martens - Morgan Stanley

411 E Wisconsin Ave
Suite 2200

Milwaukee, WI 53202
414-226-3136

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Christopher L Clark - Morgan Stanley

111 N Washington St
4th Fl Ste410

Green Bay, WI 54301
920-436-5613

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Kurt Koehler - Morgan Stanley

111 N Washington St
4th Fl Ste410

Green Bay, WI 54301
920-433-6521

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Carlyn Hensen - Morgan Stanley

1241 John Q Hammons Dr

Madison, WI 53717
608-829-3262

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Sara Pitcel - Morgan Stanley

20975 Swenson Drive
Suite 300

Waukesha, WI 53186
262-523-8302

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Thomas Peebles

111 N Washington St 4th
Fl Ste410

Green Bay, WI 54301
920-433-6519

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Jake J Williquette

111 N Washington St 4th
Fl Ste410

Green Bay, WI 54301
920-436-5619

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Kyle Siefker, Washington National Agent

2092 Oak Ln

Cuba City, WI 53807
563-564-8929

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Paul G Smith - Morgan Stanley

411 E Wisconsin Ave
Suite 2200

Milwaukee, WI 53202
414-226-3032

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Michael Schiek - Morgan Stanley

20975 Swenson Drive
Suite 300

Waukesha, WI 53186
262-523-8320

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John Desing - Morgan Stanley

411 E Wisconsin Ave
Suite 2200

Milwaukee, WI 53202
414-226-3058

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Nancy Loberger

1241 John Q Hammons Dr

Madison, WI 53717
920-436-5606

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Barbara Finley - Morgan Stanley

1241 John Q Hammons Dr

Madison, WI 53717
608-829-3259

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Guy Roe - Morgan Stanley

9796 Highway 70 West

Minocqua, WI 54548
715-358-7123

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Robert Frank - Morgan Stanley

1241 John Q Hammons Dr

Madison, WI 53717
608-829-3263

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Peggy Hansen - Morgan Stanley

2124 Kohler Memorial Dr
Ste 230

Sheboygan, WI 53081
920-208-5785

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Kirk Thode - Morgan Stanley

11501 North Port Washington

Mequon, WI 53092
262-241-1979

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Steven B Schroeder - Morgan Stanley

411 E Wisconsin Ave
Suite 2200

Milwaukee, WI 53202
414-226-3049

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Laurie Buffington

411 E Wisconsin Ave
Suite 2200

Milwaukee, WI 53202
414-226-3010

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Eric Oleson - Morgan Stanley

11501 North Port Washington

Mequon, WI 53092
262-241-1939

* Additional advisor listing is provided in partnership with Yext

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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