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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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Todd Glime

Futurity First Wealth Management

4321 West College Avenue
Suite 200

Appleton, WI 54914
(920) 6069446

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Kurt Rozman

Freedom Wealth Alliance

675 North Barker Road Suite 220

Brookfield, WI 53045
(262) 7987979

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Russell Olson, CPWA®

Financial Consulting Services, Inc.

1500 River Pines Drive

Green Bay, WI 54311
(920) 4325242

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Dean Hessler

Edelman Financial Engines, LLC

2501 West Beltline Highway Suite 103

Madison, WI 53713
(608) 2345121

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Jeremy Keil

Keil Financial Partners

15350 W. National Ave
Suite 214

New Berlin, WI 53151
(262) 3338353

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Matt Cuplin, CFP® CERTIFIED FINANCIAL PLANNER™

Midwest Financial Group

1806 Seminole Highway

Madison, WI 53711
(608) 8074775

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Todd Rendler

Silver Leaf Investment Advisors

625 Water Street, Suite 105

Prairie Du Sac, WI 53597
(608) 6438882

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Brady Zwiefelhofer

Thrivent Financial

705 Bay Street Suite 2D

Chippewa Falls, WI 54729
(715) 5141540

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Andrew Hermsen

Hermsen Wealth Management

1200 Centennial Centre Blvd
Suite 300

Hobart, WI 54155
(920) 4960123

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Allan Haupert

AJH Wealth Management

13890 Bishop's Drive
Suite 405

Brookfield, WI 53005
(414) 7633867

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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