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Find The Best Financial Advisors in Wisconsin

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 a big 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 The 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 that may best suit your needs.

We understand that each individual’s financial needs are unique to them, and so do our financial advisors. Find, locate and compare financial advisors in Wisconsin. Check the advisor’s qualifications, certifications & experience to find the best advisor or planner that would meet your financial requirements.

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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Daniel Carlson

Farther Finance, LLC

20826 River Hills Way

Kiel, WI 53042

920-286-1536

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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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Paul Hoffman

Next Third Retirement Coaching

400 N Richmond St Suite F

Appleton, WI 54911

920-733-4453

Top Financial Advisor Firms in Wisconsin (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
MEMBERS CAPITAL ADVISORS, INC.
5910 Mineral Point Rd, Madison, WI 53705
105960 $36,699,593,000 350 A percentage of AUM
Fixed fees
Other (FEE FROM AFFILIATES.)
PROVIDENT TRUST COMPANY
N16 W23217 Stone Ridge Drive, Suite 310 Waukesha, WI 53188-1199
110118 $6,503,624,885 1237 A percentage of AUM
THOMPSON INVESTMENT MANAGEMENT, INC.
1255 Fourier Drive, Suite 200 Madison, WI 53717
129609 $3,371,912,000 685 A percentage of AUM
Fixed fees
REINHART PARTNERS, INC.
1500 W. Market St, Suite 100 Mequon, WI 53092
106432 $1,829,753,802 282 A percentage of AUM
Performance Based
AFFILIATED FINANCIAL ADVISORS INC
2600 North Mayfair Rd., Suite 200 Milwaukee, WI 53226
108154 $385,547,783 1919 A percentage of AUM
GOOGINS ADVISORS, INC.
6417 University Avenue, Middleton, WI 53562
13985 $321,170,807 1502 A percentage of AUM
Hourly charges
Fixed fees
Commision Based
BEADELL A D INVESTMENT COUNSEL INC
10224 N Port Washington Road, Mequon, WI 53092
106946 $216,518,000 105 A percentage of AUM
WISCONSIN CAPITAL MANAGEMENT, LLC
8020 Excelsior Drive Ste. 402, Madison, WI 53717
110394 $213,785,045 66 A percentage of AUM
COORDINATED CAPITAL SECURITIES, INC.
704 Riverplace Commerce Center Iii, Madison, WI 53716
14762 $213,362,572 529 A percentage of AUM
Hourly charges
Fixed fees
Commision Based
FRANCIS INVESTMENT COUNSEL LLC
19435 W. Capitol Drive, Brookfield, WI 53045
130687 $176,791,312 2 Fixed fees
WARNKE/NICHOLS LTD.
440 Wells Street, Suite 203 Delafield, WI 53018
112181 $168,719,131 64 A percentage of AUM
Hourly charges
NEUENSCHWANDER ASSET MANAGEMENT, LLC
4893 Larson Beach Rd, Mcfarland, WI 53558
125179 $123,035,242 459 A percentage of AUM
Fixed fees
KULT WEALTH MANAGEMENT GROUP, LLC
17100 W North Ave Suite 202, Brookfield, WI 53005
126740 $101,539,000 61 A percentage of AUM
SIMS CAPITAL MANAGEMENT LLC
225 E. Mason Street, Suite 802 Milwaukee, WI 53202
129398 $52,562,136 17 A percentage of AUM
Other (MINIMUM ANNUAL FEE)
NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC
720 East Wisconsin Avenue, Milwaukee, WI 53202-4797
2881 $0 0 Fixed fees
Other (REFERRAL FEES)

Additional Financial Advisors in Wisconsin

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Barbara Finley
Inquire with Barbara
1241 John Q Hammons Dr, Madison, WI 53717 608-829-3259
Affordable Health and More LLC
Inquire with Affordable
2605 S. Calhoun Rd., #108 New Berlin, WI 53151 262-439-9867
Andy Mangin
Inquire with Andy
111 N Washington St 4th, Fl Ste410 Green Bay, WI 54301 920-436-5601
Broesch Financial Group
Inquire with Broesch
1733 Manhattan Dr, Ste F Waukesha, WI 53186 262-409-4240
Brent Kimbel
Inquire with Brent
2601 W Beltline Hwy, Ste 104 Madison, WI 53713 608-819-0500
Andrew Lochner
Inquire with Andrew
1110 Fourier Dr, Ste 100 Madison, WI 53717 608-829-6644
Adam Lewitzke
Inquire with Adam
601 Willard Dr, Green Bay, WI 54304 920-499-0999
Brandon Cintron
Inquire with Brandon
20975 Swenson Drive, Suite 300 Waukesha, WI 53186 262-523-8311
Brett R Thom
Inquire with Brett
721 Main Ave, De Pere, WI 54115 920-964-0073
Brian Prom
Inquire with Brian
16650 W Bluemound Rd, Ste 800 Brookfield, WI 53005 262-785-1010

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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