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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

Allan Haupert

AJH Wealth Management

13890 Bishop's Drive
Suite 405

Brookfield, WI 53005

414-763-3867

Andrew Hermsen

Hermsen Wealth Management

1200 Centennial Centre Blvd
Suite 300

Hobart, WI 54155

920-496-0123

Brady Zwiefelhofer

Thrivent Financial

705 Bay Street Suite 2D

Chippewa Falls, WI 54729

715-514-1540

Jeremy Keil

Keil Financial Partners

15350 W. National Ave
Suite 214

New Berlin, WI 53151

262-333-8353

Andrew Houte

Next Level Planning & Wealth Management

325 N. Corporate Drive, Suite 120

Brookfield, WI 53045

414-369-6627

Dean Hessler

Edelman Financial Engines, LLC

2501 West Beltline Highway Suite 103

Madison, WI 53713

608-234-5121

Todd Glime

Futurity First Wealth Management

4321 West College Avenue
Suite 200

Appleton, WI 54914

920-606-9446

Freeman Linde

La Crosse Financial Planning

700 3rd St. N
Suite 202A

La Crosse, WI 54601

608-534-4444

List of Additional Financial Advisors in Wisconsin*

* Additional advisor listing is provided in partnership with Yext

Edward Jones - Financial Advisor: Michael Anderson, AAMS¿

106 E Main Street

Mt Horeb, WI 53572
608-437-3321

Edward Jones - Financial Advisor: Bart S Milton, AAMS¿

3313 S Packerland Dr
Ste A1

De Pere, WI 54115
920-336-6564

Edward Jones - Financial Advisor: Laurie A Dischler, AAMS¿|CRPC®

2000 Prairie Street
Suite 200

Prairie Du Sac, WI 53578
608-643-2134

Edward Jones - Financial Advisor: Quinton J Hanson, AAMS¿

100 Wilburn Rd
Suite 101

Sun Prairie, WI 53590
608-318-2180

Morgan Stanley Financial Advisors

411 E Wisconsin Ave
Suite 2200

Milwaukee, WI 53202
414-226-3000

Affordable Health and More LLC

2605 S. Calhoun Rd.
#108

New Berlin, WI 53151
262-439-9867

Diane Veenendaal - UBS Financial Services Inc.

17775 West Bluemound Road

Brookfield, WI 53045
262-794-0829

Jan Peterson - Ameriprise Financial Services, LLC

1 Parker Pl
Ste 410

Janesville, WI 53545
608-554-4855

Chad Klaubauf - Morgan Stanley

111 N Washington St
4th Fl Ste410

Green Bay, WI 54301
920-433-6527

Darin J Schubring - Ameriprise Financial Services, LLC

2601 W Beltline Hwy
Ste 104

Madison, WI 53713
608-819-0504

Steve Kinney - Ameriprise Financial Services, LLC

86 Coulee Rd
Ste 100

Hudson, WI 54016
715-386-4100

Timothy J Gillespie - Ameriprise Financial Services, LLC

500 2nd St S
Ste 101

Lacrosse, WI 54601
608-783-2639

Broesch Financial Group - Ameriprise Financial Services, LLC

1733 Manhattan Dr
Ste F

Waukesha, WI 53186
262-409-4240

David Ter Maat - Ameriprise Financial Services, LLC

2423 Rivers Edge Dr

Altoona, WI 54720
715-832-7715

BNG Investment Services Jon Heller, Joe Palombi

1101 Highway 69

New Glarus, WI 53574
608-424-2105

Mary Bush - Ameriprise Financial Services, LLC

1733 Manhattan Dr
Ste F

Waukesha, WI 53186
262-409-4240

SVA Financial Group

18650 W. Corporate Dr.
Suite 200

Brookfield, WI 53045
888-856-8801

Block & Kroll Financial

210 7th ST. S.
Suite 2

La Crosse, WI 54601
608-785-2200

Arneson Insurance Agency

S 226 McKay Avenue

Spring Valley, WI 54767
715-778-4494

Andy Davis

2924 Marketplace Dr
Ste 100

Fitchburg, WI 53719
608-424-5784

Robert Roenitz - Morgan Stanley

411 E Wisconsin Ave
Suite 2200

Milwaukee, WI 53202
414-226-3107

Terrence Hankerson - UBS Financial Services Inc.

8020 Excelsior Drive

Madison, WI 53717
608-831-8674

Akamai Advisors

2960 Triverton Pike Drive
Suite 100

Fitchburg, WI 53711
608-729-3874

MBE Wealth

E10890 Penny Lane

Baraboo, WI 53913
608-356-1000

The Palm Financial Group - UBS Financial Services Inc.

8020 Excelsior Drive

Madison, WI 53717
608-831-8675

Diane Schuettpelz - Ameriprise Financial Services, LLC

2212 E Evergreen Dr

Appleton, WI 54913
920-954-8679

Jessica E Mathias - Ameriprise Financial Services, LLC

606 E Wisconsin Ave
Ste 1

Oconomowoc, WI 53066
262-560-4966

The Schweitzer - Pondel Group - Morgan Stanley

20975 Swenson Drive
Suite 300

Waukesha, WI 53186
262-523-8331

Michael Muehlbauer

2414 Mercantile Dr

Eau Claire, WI 54703
715-858-9990

Edward Jones - Financial Advisor: Kacey L DeWitt

1031 W McMillan Street

Marshfield, WI 54449
715-389-2077

Bryan F. Tornow - Ameriprise Financial Services, LLC

401 2nd St N
Ste 102

La Crosse, WI 54601
608-796-0929

Morgan Stanley Financial Advisors

9796 Highway 70 West

Minocqua, WI 54548
715-356-9473

Michael J Devine - Ameriprise Financial Services, LLC

9701 Brader Way
Ste 304

Middleton, WI 53562
608-268-2332

Edward Jones - Financial Advisor: Jon M Hafemann

W164 N11271 Squire Dr

Germantown, WI 53022
262-293-9198

Edward Jones - Financial Advisor: Eric Morrissey

960 Elden Ave

Amery, WI 54001
715-268-4106

Milwaukee, WI Branch Office - UBS Financial Services Inc.

411 E Wisconsin Ave
Suite 1700

Milwaukee, WI 53202
414-289-3800

Brookfield, WI Branch Office - UBS Financial Services Inc.

17775 W. Bluemound Road

Brookfield, WI 53045
262-794-0800

Edward Jones - Financial Advisor: Jaime S Phillips

201 W Northland Avenue
Suite C

Appleton, WI 54911
920-731-1799

Gary Dunco - Ameriprise Financial Services, LLC

11039 N Towne Square Rd
Ste 1

Mequon, WI 53092
262-785-1010

Charles Jaskowiak - Ameriprise Financial Services, LLC

1110 Fourier Dr
Ste 100

Madison, WI 53717
608-829-6644

Edward Jones - Financial Advisor: Kent J Hutchins

321 W Center St

Whitewater, WI 53190
262-473-1156

Thomas Hanson

608-276-6060

Mark Deboer - Ameriprise Financial Services, Inc.

1110 Fourier Dr
Ste 100

Madison, WI 53717
608-829-6618

James A Koehler - Ameriprise Financial Services, Inc.

903 S 17th Ave
Ste A

Wausau, WI 54401
715-842-3200

Robert Frank - Morgan Stanley

1241 John Q Hammons Dr

Madison, WI 53717
608-829-3263

Jonathon Dretzka - Ameriprise Financial Services, LLC

1385 W Main Ave
Ste 105

De Pere, WI 54115
920-617-6731

Mark Rufenacht - Ameriprise Financial Services, LLC

1110 Fourier Dr
Ste 100

Madison, WI 53717
608-829-8210

Gregory J Thoemke - Ameriprise Financial Services, LLC

1110 Fourier Dr
Ste 100

Madison, WI 53717
608-829-6621

Paragon Investment Consultants

2600 Church Street

Stevens Point, WI 54481
715-544-1701

MGA Wealth Management

5402 Douglas Avenue

Racine, WI 53402
262-898-1694

Gerry Galubinski - Ameriprise Financial Services, LLC

115 E Main St

Eagle, WI 53119
262-594-2883

Gregg A Shaffer - Morgan Stanley

411 E Wisconsin Ave
Suite 2200

Milwaukee, WI 53202
414-226-3019

David K. Francis - Morgan Stanley

11501 North Port Washington

Mequon, WI 53092
262-241-1931

Edward Jones - Financial Advisor: Theresa G Tihanyi

2547 State Rd 35
Suite 6

Luck, WI 54853
715-472-2240

Joe Stroede - Ameriprise Financial Services, LLC

490 W Rolling Meadows Dr
Ste A3

Fond Du Lac, WI 54937
920-923-6300

Edward Jones - Financial Advisor: Kevin A Widiker, CFP®|AAMS¿

3149 Meadowlark Ln
Ste 20

Altoona, WI 54720
715-835-3807

Raymond James Financial Services Inc

2821 8th St S

Wisconsin Rapids, WI 54494
715-424-1551

Edward Jones - Financial Advisor: Mark D Berghuis, CFP®|AAMS¿|CRPC®

2324 18th Street
Suite E

Kenosha, WI 53140
262-551-8089

Edward Jones - Financial Advisor: Nathan Birchler, AAMS¿

2100 Stewart Ave
Suite #110

Wausau, WI 54401
715-359-1013

Northwestern Mutual

921 W Wisconsin St

Sparta, WI 54656
608-269-6963

LaShell Lentz - Morgan Stanley

1241 John Q Hammons Dr

Madison, WI 53717
608-829-4343

Joseph L Heil - Morgan Stanley

411 E Wisconsin Ave
Suite 2200

Milwaukee, WI 53202
414-226-3006

David S Meyer - Ameriprise Financial Services, LLC

1204 S Oak Ave

Marshfield, WI 54449
715-387-8700

Gregory A Kostka - Morgan Stanley

411 E Wisconsin Ave
Suite 2200

Milwaukee, WI 53202
414-226-3007

CFSC Checks Cashed 76th & Mill Rd

6404B N. 76th St.

Milwaukee, WI 53223
414-875-6607

CFSC Checks Cashed Fond Du Lac & Center

2636 W. Fond du Lac Ave.

Milwaukee, WI 53206
414-875-6601

CFSC Checks Cashed 35th & Villard

3500 W. Villard

Milwaukee, WI 53209
414-875-6624

CFSC Checks Cashed Timmerman Plaza

10400 W. Silver Spring Dr.

Milwaukee, WI 53225
414-875-6618

CFSC Checks Cashed 89th & Brown Deer

8921 W. Brown Deer Rd.

Milwaukee, WI 53224
414-875-6611

CFSC Checks Cashed 35th & Vliet

3432 W. Vliet St.

Milwaukee, WI 53208
414-875-6603

CFSC Checks Cashed Mitchell Airport Plaza

1010 W. Layton Ave.

Milwaukee, WI 53221
414-875-6606

The Retirement Advantage, Inc.

600 S Nicolet Rd

Appleton, WI 54914
888-872-2364

Paul Vosburgh, CFP, CIMA, CPWA, CRPS - UBS Financial Services Inc.

8020 Excelsior Drive

Madison, WI 53717
608-824-6122

Michael Ruge - Morgan Stanley

111 N Washington St
4th Fl Ste410

Green Bay, WI 54301
920-433-6536

Darren Speidel - Ameriprise Financial Services, LLC

2912 Marketplace Dr
Ste 100

Madison, WI 53719
608-663-7526

Bruce Westphal - Ameriprise Financial Services, LLC

307 S Commercial St
Ste 102

Neenah, WI 54956
920-725-2569

Edward Jones - Financial Advisor: Dan Schwaegel

2408 Vine Street

Eau Claire, WI 54703
715-832-5539

Edward Jones - Financial Advisor: Jerry J Faust

1215 12th Avenue

Grafton, WI 53024
262-377-7043

Edward Jones - Financial Advisor: Rick Murray

1641 Commanche Avenue
Unit B

Green Bay, WI 54313
920-592-8524

Egija Bruge

11501 North Port Washington

Mequon, WI 53092
262-241-1924

John Desing - Morgan Stanley

411 E Wisconsin Ave
Suite 2200

Milwaukee, WI 53202
414-226-3058

Perri DeSautel - Morgan Stanley

111 N Washington St 4th
Fl Ste410

Green Bay, WI 54301
920-433-6531

Legacy Investments & Insurance Services, Inc

707 Lois Dr.

Sun Prairie, WI 53590
608-318-2633

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

17775 W. Bluemound Road

Brookfield, WI 53045
800-847-3599

Jennifer Scharf - Morgan Stanley

411 E Wisconsin Ave
Suite 2200

Milwaukee, WI 53202
414-226-3155

Panoramic Financial Solutions - Ameriprise Financial Services, LLC

2331 Enterprise Dr

Oshkosh, WI 54904
920-426-3376

Morgan Stanley

20975 Swenson Drive
Suite 300

Waukesha, WI 53186
262-523-8300

Patricia L. Schultz - Morgan Stanley

33 E Main St
Ste 700

Madison, WI 53703
608-283-2310

The LeRose Group - Morgan Stanley

411 E Wisconsin Ave
Suite 2200

Milwaukee, WI 53202
414-226-3118

Kevin Patterson - Morgan Stanley

1241 John Q Hammons Dr

Madison, WI 53717
608-829-3244

The Stoka Financial Group - UBS Financial Services Inc.

411 E. Wisconsin Avenue, Suite 1700

Milwaukee, WI 53202
414-289-3807

Heike Wealth Management

320 Main Street

Menomonie, WI 54751
715-235-7575

Forrest Gilbertson - Morgan Stanley

1241 John Q Hammons Dr

Madison, WI 53717
608-829-4346

Daniel C. Benedum - Morgan Stanley

411 E Wisconsin Ave
Suite 2200

Milwaukee, WI 53202
414-226-3008

John J Lerose III - Morgan Stanley

411 E Wisconsin Ave
Suite 2200

Milwaukee, WI 53202
414-226-3118

Marcus Theill, Washington National Agent

2121 Kunkel Lane

Cuba City, WI 53807
608-330-3485

Eric Martzahl - Morgan Stanley

111 N Washington St 4th
Fl Ste410

Green Bay, WI 54301
920-436-5629

Prime Financial Services

675 N. Barker Rd.
Suite 110

Brookfield, WI 53045
414-771-7220

Savaglia Investments and Planning

7300 South 13th Street
Suite 103

Oak Creek, WI 53154
414-768-1984

Lulloff, Leben & Taylor, LLC

3333 N Mayfair Road
Suite 203

Wauwatosa, WI 53222
414-777-0700

Brandon Cintron - Morgan Stanley

20975 Swenson Drive
Suite 300

Waukesha, WI 53186
262-523-8311

PJS Investment Management

W62 N570 Washington Avenue

Cedarburg, WI 53012
262-377-0484

Modern Woodmen | Scott S Paterick CLU CHFC

540 Baker St

Wisconsin Rapids, WI 54494
715-424-1873

Tota Vita Financial Associates

4626 South Biltmore Lane

Madison, WI 53718
608-237-1888

Choice Advisors

405 N. Calhoun Rd.
Ste 106

Brookfield, WI 53005
262-641-9705

High Point Capital Group

1200 North Mayfair Road
Suite 300

Milwaukee, WI 53226
414-253-4600

Richard Butler - Morgan Stanley

11501 North Port Washington

Mequon, WI 53092
262-241-1937

Projected Planning Company

414 Broadway Street
Suite 202-B

Baraboo, WI 53913
608-355-1040

Primerica

1066 Mather St

Green Bay, WI 54303
920-713-0342

Huberty Wealth Management

145 S. Marr Street

Fond du Lac, WI 54935
920-923-8400

Kubis Financial Group

1135 Warwick Way

Racine, WI 53406
262-898-2140

Schroeder Financial Services, LLC

104 W. Main St.
Ste b

Watertown, WI 53094
920-261-8126

Ellenbecker Investment Group

N35 W23877 Highfield Court
Suite 200

Pewaukee, WI 53072
262-691-3200

Reis Financial Services, LLC

4524 Dollar Drive

West Bend, WI 53095
262-338-0018

Tracy Piontkowski, ChFC

1429 Oregon St

Oshkosh, WI 54902
920-410-0969

Kadletz Wealth Management

3311 South Packerland Drive
Suite B

De Pere, WI 54115
920-339-9800

Straight Arrow Financial Group

1717 Wolf Road
Unit E

Richfield, WI 53076
262-251-7765

Northright Financial

3008A Walker Drive

Green Bay, WI 54311
920-712-7800

Greening Insurance Group

608-843-4118

Bob Vasa - UBS Financial Services Inc.

8020 Excelsior Drive

Madison, WI 53717
312-525-7508

Michael Zidanic - Ameriprise Financial Services, LLC

16650 W Bluemound Rd
Ste 800

Brookfield, WI 53005
262-797-4315

Tiedemann Private Wealth

2772 Cross Country Circle

Verona, WI 53593
608-444-0356

Shannon Lutze - Ameriprise Financial Services, LLC

740 Pilgrim Pkwy
Ste 204

Elm Grove, WI 53122
262-784-9000

Schwalbe Insurance Agency, LLC

45 S. Main St.

Fond Du Lac, WI 54935
920-933-3325

Justin Goninen - Morgan Stanley

1241 John Q Hammons Dr
Suite 100

Madison, WI 53717
608-829-3250

Michelle A. Maciosek - Morgan Stanley

20975 Swenson Drive
Suite 300

Waukesha, WI 53186
262-523-8309

Graham Fuguitt - Morgan Stanley

33 E Main St
Ste 700

Madison, WI 53703
608-283-2321

Vincent Suter - Morgan Stanley

20975 Swenson Drive
Suite 300

Waukesha, WI 53186
414-256-2544

Edward Jones - Financial Advisor: Nicholas A Pratt

749 University Row
Suite 120

Madison, WI 53705
608-236-4817

Edward Jones - Financial Advisor: Clay Knoke

640 23rd St S
Suite 102

Wisconsin Rapids, WI 54494
715-712-1568

Sierra Financial Services

501 Nathan Lane
Suite 4

Elkhorn, WI 53121
262-723-3898

StrongBridge Wealth Advisors - Ameriprise Financial Services, LLC

2012A 10th St S

Wisconsin Rapids, WI 54494
715-422-7604

Alan Schroeder - Ameriprise Financial Services, LLC

3008 Cleveland Ave

Plover, WI 54467
715-254-0599

Meghan Anderson - Ameriprise Financial Services, Inc.

9433 County Road J
Ste D

Minocqua, WI 54548
888-356-5932

Andy Roe - Morgan Stanley

1241 John Q Hammons Dr

Madison, WI 53717
608-829-3246

Dunn Financial Services, Llc

102 W Wisconsin Avenue

Tomahawk, WI 54487
715-493-4803

Melissa Dixon - Ameriprise Financial Services, LLC

840 Lake Ave
Ste 250

Racine, WI 53403
262-417-7480

Mark Rasner - Ameriprise Financial Services, LLC

490 W Rolling Meadows Dr
Ste A2

Fond Du Lac, WI 54937
920-907-2990

Edward Jones - Financial Advisor: Burt E Reinhold

W188 S7830 Racine Ave
Ste #200

Muskego, WI 53150
262-679-3222

Thompson Financial Management

219 South Main Street

Jefferson, WI 53549
920-674-5850

Edward Jones - Financial Advisor: Rebecca A Berg, CFP®|AAMS¿

144 N Washington Street
Suite A

Saint Croix Falls, WI 54024
715-483-1103

V3 Financial Wealth Strategies

417 North Milwaukee Street

Waterford, WI 53185
262-534-1177

David Perrigo - UBS Financial Services Inc.

17775 West Bluemound Road

Brookfield, WI 53045
262-794-0808

Shanon G Moon - Ameriprise Financial Services, LLC

3008 Cleveland Ave

Plover, WI 54467
715-342-9496

Brent A Antti - Ameriprise Financial Services, LLC

2331 Enterprise Dr

Oshkosh, WI 54904
920-426-3376

Custer Plumb Financial Services

406 Science Drive
Suite 310

Madison, WI 53711
608-238-8388

Edward Jones - Financial Advisor: Korab Krasniqi, CFP®|CRPC®

809 N Main St
Suite 2

Lake Mills, WI 53551
920-648-1852

Brian Prom - Ameriprise Financial Services, LLC

16650 W Bluemound Rd
Ste 800

Brookfield, WI 53005
262-785-1010

Scott Jenson - Ameriprise Financial Services, LLC

16650 W Bluemound Rd
Ste 800

Brookfield, WI 53005
262-901-1506

Ronald C Bryant - Ameriprise Financial Services, LLC

700 3rd St N
Ste 204

La Crosse, WI 54601
608-796-0970

Dana Felton - Ameriprise Financial Services, LLC

175 N Patrick Blvd
Ste 100

Brookfield, WI 53045
262-641-4100

Yvette Stewart - Ameriprise Financial Services, LLC

16650 W Bluemound Rd
Ste 800

Brookfield, WI 53005
262-785-1010

Edward Jones - Financial Advisor: William J LaBelle, CLU®

2140 Holmgren Way
Suite 1010

Green Bay, WI 54304
920-497-4488

Chad Durfey - Ameriprise Financial Services, LLC

1122 S Airline Rd
Ste 101

Mount Pleasant, WI 53406
262-833-5025

Gillespie & Associates - Ameriprise Financial Services, LLC

500 2nd St S
Ste 101

Lacrosse, WI 54601
608-783-2639

Mark B Piper - Ameriprise Financial Services, LLC

1331 North Rd
Ste 100

Green Bay, WI 54313
920-593-6882

Bob DiDonato - Ameriprise Financial Services, LLC

16650 W Bluemound Rd
Ste 800

Brookfield, WI 53005
262-901-1537

Edward Jones - Financial Advisor: Kristin A Franks, AAMS¿|CRPC®

133 Main Street

Black River Falls, WI 54615
715-284-0883

Jeremy Burri | Veritas Financial Services, LLC

506 E Mill St, Ste 101

Plymouth, WI 53073
920-893-5262

Edward Jones - Financial Advisor: Greg Baumgardt, CFP®

2121 S Kinnickinnic Ave
Ste 6

Milwaukee, WI 53207
414-294-4034

Edward Jones - Financial Advisor: Lauren O'Brien, CFP®|AAMS¿|CRPC®

221 S Century Avenue

Waunakee, WI 53597
608-849-6649

Sue Sykes - Morgan Stanley

4545 West College Ave
Ste 300

Appleton, WI 54914
920-997-6457

Niemeyer, Ledvina and Associates - Ameriprise Financial Services, LLC

402 Gammon Pl
Ste 330

Madison, WI 53719
608-829-6613

Halcyon Capital Advisors - Ameriprise Financial Services, LLC

1110 Fourier Dr
Ste 100

Madison, WI 53717
608-829-6644

Rick Napholz - Ameriprise Financial Services, LLC

325 N Corporate Dr
Ste 110

Brookfield, WI 53045
262-754-5504

Kirk Hager, CFP - UBS Financial Services Inc.

8020 Excelsior Drive

Madison, WI 53717
608-831-8673

Sandy Hagemeister - Ameriprise Financial Services, LLC

2711 Stewart Ave

Wausau, WI 54401
715-849-3697

Aoibheann Greene - Ameriprise Financial Services, LLC

39 Park Pl
Ste 100

Appleton, WI 54914
920-997-0668

Edward Jones - Financial Advisor: Andrew J Wolf, AAMS¿|CRPC®

35 A Park Ridge Drive

Stevens Point, WI 54481
715-342-1459

Daren J Powers CPA

246 Tierney Drive

New Richmond, WI 54017
715-246-7267

Stifel | David J. Holperin

3610 Highway 47

Rhinelander, WI 54501
715-362-1719

Edward Jones - Financial Advisor: Jim Strutz, AAMS¿

625 North 8th Avenue

Sturgeon Bay, WI 54235
920-746-2114

Edward Jones - Financial Advisor: Lonnie M Klecker, CFP®

4465 N Milton Ave
Ste 101

Janesville, WI 53546
608-757-1848

Bluff View Investment Solutions - Holmen

2200 Staphorst Ln
Ste A

Holmen, WI 54636
608-526-6483

Bankers' Wealth Partner Strategies

7700 Mineral Point Road

Madison, WI 53717
608-400-2428

Scott G Hemauer - Ameriprise Financial Services, LLC

113 S Broadway

De Pere, WI 54115
920-338-8150

Tom Hille - Ameriprise Financial Services, LLC

11039 N Towne Square Rd
Ste 1

Mequon, WI 53092
262-901-1575

Strategic Financial Group - Ameriprise Financial Services, LLC

380 Main Ave
Ste 2

De Pere, WI 54115
920-347-5901

Jeffrey Krumenauer - Ameriprise Financial Services, Inc.

700 Wolske Bay Road
Suite 230

Menomonie, WI 54751
715-235-8214

Kathy Ledvina - Ameriprise Financial Services, LLC

1631 Moccasin Trl

Waukesha, WI 53189
262-751-8502

Kurtis Larson - Ameriprise Financial Services, LLC

380 Main Ave
Ste 2

De Pere, WI 54115
920-347-5901

Leslie J Niemeyer - Ameriprise Financial Services, LLC

402 Gammon Pl
Ste 330

Madison, WI 53719
608-829-6614

Terry Hinnendael - Ameriprise Financial Services, LLC

3311 Packerland Dr
Ste A5

De Pere, WI 54115
920-593-6494

Wayne A Miller - Ameriprise Financial Services, LLC

16650 W Bluemound Rd
Ste 800

Brookfield, WI 53005
262-901-1542

Travis Heiser - Ameriprise Financial Services, LLC

1110 Fourier Dr
Ste 110

Madison, WI 53717
608-829-6629

Tania M Meyer - Ameriprise Financial Services, LLC

1204 S Oak Ave

Marshfield, WI 54449
715-387-8700

Michael Gant - Ameriprise Financial Services, LLC

1110 Fourier Dr
Ste 110

Madison, WI 53717
608-829-6629

Andrew Weyker - Ameriprise Financial Services, LLC

W6228 Communication Ct

Appleton, WI 54914
920-731-0324

George Audley - Ameriprise Financial Services, LLC

13890 Bishops Dr
Ste 200

Brookfield, WI 53005
262-797-8828

Edward Jones - Financial Advisor: Susy Suarez Lemcke

1507 E Sunset Dr
Suite 101

Waukesha, WI 53189
262-542-6065

Edward Jones - Financial Advisor: Collin P Broderick

7957 W Wind Lake Rd
Suite F

Wind Lake, WI 53185
262-895-2704

Tim Bliss - Ameriprise Financial Services, LLC

835 Geneva Pkwy N
Ste 2

Lake Geneva, WI 53147
262-728-4000

Silvertree, LLC.

2715 Post Road
Suite A

Stevens Point, WI 54481
715-544-1610

Benefit Wealth Partners

101 N Bridge St

Chippewa Falls, WI 54729
800-905-8576

Frank Hinnendael - Ameriprise Financial Services, LLC

39 Park Pl
Ste 100

Appleton, WI 54914
920-997-0668

Greg Schield - Ameriprise Financial Services, LLC

111 24th St S
Ste 101

Wisconsin Rapids, WI 54494
715-421-2910

Barry Ziegahn - Ameriprise Financial Services, LLC

1313 W Seminary St
Ste 100

Richland Center, WI 53581
608-647-8842

Rick T Holewinski - Ameriprise Financial Services, LLC

2740 S Oneida St
Ste A

Green Bay, WI 54304
920-499-9400

Scott A Latzke - Ameriprise Financial Services, LLC

11039 N Towne Square Rd
Ste 1

Mequon, WI 53092
262-797-4306

Jeffrey S Stein - Ameriprise Financial Services, LLC

113 Spring St

Cambridge, WI 53523
920-563-2374

Matt Pope - Ameriprise Financial Services, LLC

475 Chippewa Mall Dr
Ste 355

Chippewa Falls, WI 54729
715-723-6678

Lowery & Associates - Ameriprise Financial Services, LLC

35 Park Pl
Ste 300

Appleton, WI 54914
920-574-2936

Heather Dretzka - Ameriprise Financial Services, LLC

1385 W Main Ave
Ste 105

De Pere, WI 54115
920-617-6731

SagePoint Financial, Inc.

W6110 Aerotech Drive
Suite A

Appleton, WI 54914
920-739-7757

Kelch & Associates

205 W Bridge Street
Suite 104

Wausau, WI 54401
715-849-3600

Hall Financial Group, LLC.

4319 Jeffers Road
Suite 202

Eau Claire, WI 54703
715-514-2526

Russell Zarling - Ameriprise Financial Services, LLC

325 N Corporate Dr
Ste 110

Brookfield, WI 53045
262-754-5504

Paul Hayden - Ameriprise Financial Services, LLC

650 Commerce St

West Salem, WI 54669
608-792-5086

DiDonato Wealth Advisors - Ameriprise Financial Services, LLC

16650 W Bluemound Rd
Ste 800

Brookfield, WI 53005
262-901-1537

Kim Angell - Ameriprise Financial Services, LLC

3241A Business Park Dr

Stevens Point, WI 54482
715-341-6657

Michael Nerdahl - Ameriprise Financial Services, LLC

3241A Business Park Dr

Stevens Point, WI 54482
715-341-6657

Hasenberg Financial Group

431 East Clairemont Avenue
Suite A

Eau Claire, WI 54701
715-839-1006

Edward Jones - Financial Advisor: Denise L Halverson, AAMS¿

2101 W Wisconsin St
Suite C

Sparta, WI 54656
608-269-9136

Nathan Raddatz - Ameriprise Financial Services, LLC

980 Maritime Dr
Ste 2

Manitowoc, WI 54220
920-682-1119

Stan Jahn - Ameriprise Financial Services, LLC

2912 Marketplace Dr
Ste 100

Madison, WI 53719
941-475-7561

Capital Wealth Advisory Group - Ameriprise Financial Services, LLC

2912 Marketplace Dr
Ste 100

Madison, WI 53719
608-663-7526

Edward Jones - Financial Advisor: Ben Reeves, CFP®|AAMS¿|CRPC®

330 S Water St

Platteville, WI 53818
608-348-2441

Verus Investment Advisory Group, Inc

5765 W. Grande Market Drive
Ste. A

Appleton, WI 54913
920-882-5299

Adam Lewitzke - Ameriprise Financial Services, LLC

601 Willard Dr

Green Bay, WI 54304
920-499-0999

Thomas Harmsen - Ameriprise Financial Services, LLC

490 W Rolling Meadows Dr
Ste A2

Fond Du Lac, WI 54937
920-907-2990

Carlson Advisors - Ameriprise Financial Services, LLC

802 Superior Ave

Tomah, WI 54660
608-372-9444

Dretzka & Associates - Ameriprise Financial Services, LLC

1385 W Main Ave
Ste 105

De Pere, WI 54115
920-617-6731

Third Coast Advisors

8010 Excelsior Drive
Suite 200

Madison, WI 53717
608-828-9800

Nicholas Alsteen - Ameriprise Financial Services, LLC

1110 Fourier Dr
Ste 100

Madison, WI 53717
608-829-6691

Katie Braun - Ameriprise Financial Services, LLC

16650 W Bluemound Rd
Ste 800

Brookfield, WI 53005
262-785-1010

Edward Jones - Financial Advisor: Hillary Stubbe

714 N Main Street
Unit A

River Falls, WI 54022
715-629-1116

Randall Benedict - Ameriprise Financial Services, LLC

1231 S Rochester St
Ste 130

Mukwonago, WI 53149
262-724-8843

Shannon Anderson - Ameriprise Financial Services, LLC

2501 W Beltline Hwy
Ste 301

Madison, WI 53713
608-819-0520

Derek Schanhofer - Ameriprise Financial Services, LLC

380 Main Ave
Ste 2

De Pere, WI 54115
920-347-5901

Kevin Nemoir - Ameriprise Financial Services, LLC

235 N Executive Dr
Ste 200

Brookfield, WI 53005
262-373-6900

Regal Bay Investment Group, LLC

250 E Wisconsin Ave.
Suite 1500

Milwaukee, WI 53202
414-225-3551

Zarling & Associates - Ameriprise Financial Services, LLC

325 N Corporate Dr
Ste 110

Brookfield, WI 53045
262-754-5504

Sharon Brantmeier - Ameriprise Financial Services, LLC

2501 W Beltline Hwy
Ste 301

Madison, WI 53713
608-819-0510

Kathleen M Schmidt - Ameriprise Financial Services, LLC

721 Main Ave

De Pere, WI 54115
920-964-0070

Max Roth - Ameriprise Financial Services, LLC

721 Main Ave

De Pere, WI 54115
920-964-0070

FPW

6405 Century Avenue
Suite 103

Middleton, WI 53562
608-836-8668

Andrew Lochner - Ameriprise Financial Services, LLC

1110 Fourier Dr
Ste 100

Madison, WI 53717
608-829-6644

Evolution Wealth Management

100 West Lawrence Street
Suite 419

Appleton, WI 54911
920-470-3275

Christine M King - Ameriprise Financial Services, LLC

16650 W Bluemound Rd
Ste 800

Brookfield, WI 53005
262-901-1578

Edward Jones - Financial Advisor: Craig R Hoesly

1730 10th St
Suite 103

Monroe, WI 53566
608-325-1586

Edward Jones - Financial Advisor: Karley Musil

180 Main Street
Suite 2

Menasha, WI 54952
920-722-5408

Edward Jones - Financial Advisor: David Geschke, ChFC®|CLU®|AAMS¿

200 Front Street
Suite 2B

Beaver Dam, WI 53916
920-885-4885

Edward Jones - Financial Advisor: Laura Peters-Shimko

833 E Henry Clay St

Whitefish Bay, WI 53217
414-964-5875

Leigh Thern - Morgan Stanley

4545 West College Ave
Ste 300

Appleton, WI 54914
920-997-6455

Lakeside Financial Consultants

880 E. Perkins Street

Medford, WI 54451
800-717-2008

FVSB Financial Services

51 East 1st Street

Fond du Lac, WI 54935
800-242-7880

RJL Equity Solutions LLC

N8975 Lakeshore Drive

Van Dyne, WI 54979
920-219-2353

Adam Mohr - Ameriprise Financial Services, LLC

1520 Front Porch Pl

Altoona, WI 54720
715-832-7715

Bryan Drager - Ameriprise Financial Services, LLC

2331 Enterprise Dr

Oshkosh, WI 54904
920-426-3376

Edward Jones - Financial Advisor: Zach Burch

6411 Mineral Point Road
Suite 100

Madison, WI 53705
608-709-2759

Lindsey Kreske - Ameriprise Financial Services, LLC

1733 Manhattan Dr
Ste F

Waukesha, WI 53186
262-409-4240

Edward Jones - Financial Advisor: Angela DuQuaine

205 W Green Bay St

Shawano, WI 54166
715-524-3183

Life Cycle Investments

146 Algoma Boulevard
Suite F

Oshkosh, WI 54901
920-279-9984

Planners Financial Group, LLC

10909 West Greenfield Avenue
Suite 101

Milwaukee, WI 53214
414-282-4000

Freedom Wealth Alliance

675 North Barker Road
Suite 220

Brookfield, WI 53045
262-798-7979

Mark A Engles - Ameriprise Financial Services, LLC

1331 North Rd
Ste 100

Green Bay, WI 54313
920-593-6880

John Tufts - Ameriprise Financial Services, LLC

1110 Fourier Dr
Ste 100

Madison, WI 53717
608-829-6622

William R Sommers - Ameriprise Financial Services, LLC

13890 Bishops Dr
Ste 200

Brookfield, WI 53005
262-432-0367

Andy Mangin - Morgan Stanley

111 N Washington St 4th
Fl Ste410

Green Bay, WI 54301
920-436-5601

Ryan Meyer - Morgan Stanley

111 N Washington St 4th
Fl Ste410

Green Bay, WI 54301
920-433-6508

Novak Wealth Management - Morgan Stanley

20975 Swenson Drive
Suite 300

Waukesha, WI 53186
262-523-8380

Kevin R. Campbell - Morgan Stanley

11501 North Port Washington

Mequon, WI 53092
262-241-1971

Aaron Zimmer - Ameriprise Financial Services, LLC

2912 Marketplace Dr
Ste 100

Madison, WI 53719
608-663-7526

Kristy L Reed - Ameriprise Financial Services, LLC

1110 Fourier Dr
Ste 110

Madison, WI 53717
608-829-6629

Paul Nowak - Ameriprise Financial Services, Inc.

235 N Executive Dr
Ste 200

Brookfield, WI 53005
262-373-6900

Laurel Rice - Morgan Stanley

33 E Main St
Ste 700

Madison, WI 53703
608-283-2347

Christopher Weber - Morgan Stanley

20975 Swenson Drive
Suite 300

Waukesha, WI 53186
262-523-8390

John F Lynch - Ameriprise Financial Services, LLC

807 Madison Ave

Fort Atkinson, WI 53538
920-563-6510

Shawn W Gehm - Morgan Stanley

111 N Washington St
4th Fl Ste410

Green Bay, WI 54301
920-436-5630

Dennis Skrypchak - Morgan Stanley

20975 Swenson Drive
Suite 300

Waukesha, WI 53186
414-256-2556

Kirk Brettingen - Ameriprise Financial Services, LLC

23 W Humbird St

Rice Lake, WI 54868
715-736-8023

Canary Wealth Strategies

1228 East Washington Avenue

Madison, WI 53703
608-213-1968

Michael Smith & Associates - Ameriprise Financial Services, LLC

3241A Business Park Dr

Stevens Point, WI 54482
715-341-6657

Jeffrey Loiselle - Ameriprise Financial Services, LLC

16650 W Bluemound Rd
Ste 800

Brookfield, WI 53005
262-797-4301

Eric Oleson - Morgan Stanley

11501 North Port Washington

Mequon, WI 53092
262-241-1939

Morgan Stanley Financial Advisors

2124 Kohler Memorial Dr
Ste 230

Sheboygan, WI 53081
920-208-2178

Michael E Smith - Ameriprise Financial Services, LLC

3241A Business Park Dr

Stevens Point, WI 54482
715-341-6657

Scott Dziubek - Ameriprise Financial Services, LLC

235 N Executive Dr
Ste 200

Brookfield, WI 53005
262-373-6900

Nick Zanders - Ameriprise Financial Services, LLC

490 W Rolling Meadows Dr
Ste A2

Fond Du Lac, WI 54937
920-907-2990

Nathan Komoroske - Ameriprise Financial Services, LLC

9701 Brader Way
Ste 304

Middleton, WI 53562
608-268-2332

Jason Krueger - Ameriprise Financial Services, LLC

2501 W Beltline Hwy
Ste 301

Madison, WI 53713
608-819-0510

Joel Ratz - Ameriprise Financial Services, Inc.

2919 Mall Dr
Ste C

Eau Claire, WI 54701
715-838-9001

R&R Wealth Management, LLC

N14 W23900 Stone Ridge Drive

Waukesha, WI 53188
262-696-5167

Morgan Stanley Financial Advisors

4545 West College Ave
Ste 300

Appleton, WI 54914
920-832-9110

Todd Schamberger - Ameriprise Financial Services, LLC

307 S Commercial St
Ste 102

Neenah, WI 54956
920-967-0296

Jake Zarling - Ameriprise Financial Services, LLC

325 N Corporate Dr
Ste 110

Brookfield, WI 53045
262-754-5504

Morgan Stanley Financial Advisors

33 E Main St
Ste 700

Madison, WI 53703
608-251-4477

Edward Jones - Financial Advisor: Justin Brellenthin

17039 W Greenfield Avenue

New Berlin, WI 53151
262-782-8522

Sean Finley - Morgan Stanley

1241 John Q Hammons Dr

Madison, WI 53717
608-829-4342

Corby Oleson - Morgan Stanley

11501 North Port Washington

Mequon, WI 53092
262-241-1959

The Bogenschuetz Group - Morgan Stanley

111 N Washington St
4th Fl Ste410

Green Bay, WI 54301
920-433-6501

Tracey Stalter - Ameriprise Financial Services, LLC

3241A Business Park Dr

Stevens Point, WI 54482
715-341-6657

Morgan Stanley Financial Advisors

111 N Washington St 4th
Fl Ste410

Green Bay, WI 54301
920-437-3276

Morgan Stanley Financial Advisors

11501 North Port Washington

Mequon, WI 53092
262-241-1920

Morgan Stanley Financial Advisors

1241 John Q Hammons Dr

Madison, WI 53717
608-829-2882

Michael D Shepard - Ameriprise Financial Services, LLC

W6228 Communication Ct

Appleton, WI 54914
920-955-7283

Dana Conway - Ameriprise Financial Services, LLC

175 N Patrick Blvd
Ste 100

Brookfield, WI 53045
262-641-4100

Christopher Crotty - Ameriprise Financial Services, LLC

W6228 Communication Ct

Appleton, WI 54914
920-882-3916

Du Charme Financial Group

15885 W National Avenue
Suite 100

New Berlin, WI 53151
262-505-5740

Paul S Connolly - Morgan Stanley

411 E Wisconsin Ave
Suite 2200

Milwaukee, WI 53202
414-226-3023

The Wesa/Klaubauf Group - Morgan Stanley

111 N Washington St
4th Fl Ste410

Green Bay, WI 54301
920-436-5625

Jerry Appleton - Morgan Stanley

33 E Main St
Ste 700

Madison, WI 53703
608-283-2306

Lee Mccarthy - UBS Financial Services Inc.

17775 West Bluemound Road

Brookfield, WI 53045
262-794-0851

Granite River Group - Morgan Stanley

33 E Main St
Ste 700

Madison, WI 53703
608-283-2308

Moriah Cody - Ameriprise Financial Services, LLC

500 2nd St S
Ste 101

Lacrosse, WI 54601
608-783-2639

Wayne Wulf - Ameriprise Financial Services, LLC

710 N Main St
Ste 103

River Falls, WI 54022
715-426-1800

Jake J Williquette

111 N Washington St 4th
Fl Ste410

Green Bay, WI 54301
920-436-5619

Susan Lubar - Morgan Stanley

33 E Main St
Ste 700

Madison, WI 53703
608-283-2322

Thomas Peebles

111 N Washington St 4th
Fl Ste410

Green Bay, WI 54301
920-433-6519

Michael Patterson - Morgan Stanley

1241 John Q Hammons Dr

Madison, WI 53717
608-829-4338

Roy George - Ameriprise Financial Services, LLC

100 N Marquette Rd
Ste 100

Prairie Du Chien, WI 53821
608-326-2552

Sean S Wayne - Ameriprise Financial Services, LLC

1110 Fourier Dr
Ste 110

Madison, WI 53717
608-829-6629

Craig Fuhrmann

411 E Wisconsin Ave
Suite 2200

Milwaukee, WI 53202
414-226-3113

Matthew Conway

411 E Wisconsin Ave
Suite 2200

Milwaukee, WI 53202
414-226-3150

Kevin Baranczyk - Morgan Stanley

111 N Washington St 4th
Fl Ste410

Green Bay, WI 54301
920-436-5607

Lineage Retirement & Wealth Management - Ameriprise Financial Services, LLC

490 W Rolling Meadows Dr
Ste A2

Fond Du Lac, WI 54937
920-907-2990

Joel Pergolski - Ameriprise Financial Services, LLC

903 S 17th Ave
Ste A

Wausau, WI 54401
715-842-3200

Kathryn Noe - Ameriprise Financial Services, LLC

1520 Front Porch Pl

Altoona, WI 54720
715-832-7715

Vincent Ruger - Ameriprise Financial Services, LLC

500 2nd St S
Ste 101

Lacrosse, WI 54601
608-783-2639

Kristine Hoffman - Ameriprise Financial Services, LLC

9701 Brader Way
Ste 304

Middleton, WI 53562
608-268-2332

Ryan Schneider - Ameriprise Financial Services, LLC

18000 W Sarah Ln
Ste 230

Brookfield, WI 53045
262-754-9444

Jason Kraemer - Ameriprise Financial Services, LLC

111 24th St S
Ste 101