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Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Brookfield is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Brookfield & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Brookfield?

Looking for a qualified financial advisor in Brookfield? We can help you by narrowing down your options & listing the best financial advisors in Brookfield as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Brookfield near you with the list of certified and vetted Brookfield financial advisors.

List of Qualified Financial Advisors in Brookfield, Wisconsin

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Allan Haupert

AJH Wealth Management

13890 Bishop's Drive
Suite 405

Brookfield, WI 53005
(414) 7633867

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Chad Fawcett

Creative Planning

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Brookfield, WI 53045
(262) 3284505

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Kurt Rozman

Freedom Wealth Alliance

675 North Barker Road Suite 220

Brookfield, WI 53045
(262) 7987979

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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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Clint Wondra

Creative Planning

250 W. Coventry Ct. Suite 202

Milwaukee, WI 53217
(414) 3529111

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Paula Hogan

Creative Planning

250 W. Coventry Ct. Suite 202

Milwaukee, WI 53217
(414) 3529111

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Bryan O'Dell

Creative Planning

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Oconomowoc, WI 53066
(262) 3591783

List of Additional Financial Advisors in Brookfield, Wisconsin*

* Additional advisor listing is provided in partnership with Yext

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William R Sommers - Ameriprise Financial Services, LLC

13890 Bishops Dr
Ste 200

Brookfield, WI 53005
2624320367

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Dana Conway - Ameriprise Financial Services, LLC

175 N Patrick Blvd
Ste 100

Brookfield, WI 53045
2626414100

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Dunco, Braun & Associates - Ameriprise Financial Services, LLC

16650 W Bluemound Rd
Ste 800

Brookfield, WI 53005
2629011514

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Brian Faracy - Ameriprise Financial Services, LLC

16650 W Bluemound Rd
Ste 800

Brookfield, WI 53005
2627851010

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Kevin Nemoir - Ameriprise Financial Services, LLC

235 N Executive Dr
Ste 200

Brookfield, WI 53005
2623736900

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Gary Dunco - Ameriprise Financial Services, LLC

16650 W Bluemound Rd
Ste 800

Brookfield, WI 53005
2627851010

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SVA Financial Group

18650 W. Corporate Dr.
Suite 200

Brookfield, WI 53045
8888568801

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Yvette Stewart - Ameriprise Financial Services, LLC

16650 W Bluemound Rd
Ste 800

Brookfield, WI 53005
2627851010

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Jeremy Bardon - Ameriprise Financial Services, LLC

325 N Corporate Dr
Ste 110

Brookfield, WI 53045
2627545504

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Michael Zidanic - Ameriprise Financial Services, LLC

16650 W Bluemound Rd
Ste 800

Brookfield, WI 53005
2627974315

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Jeffrey Loiselle - Ameriprise Financial Services, LLC

16650 W Bluemound Rd
Ste 800

Brookfield, WI 53005
2627974301

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Ken Lobins - Ameriprise Financial Services, LLC

13890 Bishops Dr
Ste 200

Brookfield, WI 53005
2627978828

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DiDonato Wealth Advisors - Ameriprise Financial Services, LLC

16650 W Bluemound Rd
Ste 800

Brookfield, WI 53005
2629011537

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Prime Financial Services

675 N. Barker Rd.
Suite 110

Brookfield, WI 53045
4147717220

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Choice Advisors

405 N. Calhoun Rd.
Ste 106

Brookfield, WI 53005
2626419705

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Richard Dallen - Ameriprise Financial Services, LLC

18000 W Sarah Ln
Ste 230

Brookfield, WI 53045
2627549444

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George Audley - Ameriprise Financial Services, LLC

13890 Bishops Dr
Ste 200

Brookfield, WI 53005
2627978828

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Rick Napholz - Ameriprise Financial Services, LLC

325 N Corporate Dr
Ste 110

Brookfield, WI 53045
2627545504

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Russell Zarling - Ameriprise Financial Services, LLC

325 N Corporate Dr
Ste 110

Brookfield, WI 53045
2627545504

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Ryan Schneider - Ameriprise Financial Services, LLC

18000 W Sarah Ln
Ste 230

Brookfield, WI 53045
2627549444

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Scott Jenson - Ameriprise Financial Services, LLC

16650 W Bluemound Rd
Ste 800

Brookfield, WI 53005
2629011506

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Ann Massaro DiDonato - Ameriprise Financial Services, LLC

16650 W Bluemound Rd
Ste 800

Brookfield, WI 53005
2629011503

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Paul Jackson - Ameriprise Financial Services, LLC

16650 W Bluemound Rd
Ste 800

Brookfield, WI 53005
2627851010

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Carol L Busche - Ameriprise Financial Services, LLC

175 N Patrick Blvd
Ste 100

Brookfield, WI 53045
2626414100

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Dana Felton - Ameriprise Financial Services, LLC

175 N Patrick Blvd
Ste 100

Brookfield, WI 53045
2626414100

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Dave Dziubek - Ameriprise Financial Services, LLC

235 N Executive Dr
Ste 200

Brookfield, WI 53005
2623736900

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Bob DiDonato - Ameriprise Financial Services, LLC

16650 W Bluemound Rd
Ste 800

Brookfield, WI 53005
2629011537

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Jake Zarling - Ameriprise Financial Services, LLC

325 N Corporate Dr
Ste 110

Brookfield, WI 53045
2627545504

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Mark A Karpfinger - Ameriprise Financial Services, LLC

175 N Patrick Blvd
Ste 100

Brookfield, WI 53045
2626414100

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Freedom Wealth Alliance

675 North Barker Road
Suite 220

Brookfield, WI 53045
2627987979

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Zarling & Associates - Ameriprise Financial Services, LLC

325 N Corporate Dr
Ste 110

Brookfield, WI 53045
2627545504

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Christine M King - Ameriprise Financial Services, LLC

16650 W Bluemound Rd
Ste 800

Brookfield, WI 53005
2629011578

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Katie Braun - Ameriprise Financial Services, LLC

16650 W Bluemound Rd
Ste 800

Brookfield, WI 53005
2627851010

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Wayne A Miller - Ameriprise Financial Services, LLC

16650 W Bluemound Rd
Ste 800

Brookfield, WI 53005
2629011542

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Oakwood Wealth Management

13400 Bishops Lane
Suite 70

Brookfield, WI 53005
2625330009

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Sarah Oberhofer - Ameriprise Financial Services, LLC

16650 W Bluemound Rd
Ste 800

Brookfield, WI 53005
2629011582

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Brian Prom - Ameriprise Financial Services, LLC

16650 W Bluemound Rd
Ste 800

Brookfield, WI 53005
2627851010

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Jeffrey Petrus - Ameriprise Financial Services, LLC

175 N Patrick Blvd
Ste 100

Brookfield, WI 53045
2626414100

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Scott Dziubek - Ameriprise Financial Services, LLC

235 N Executive Dr
Ste 200

Brookfield, WI 53005
2623736900

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Dallen Wealth Management Group - Ameriprise Financial Services, LLC

18000 W Sarah Ln
Ste 230

Brookfield, WI 53045
2627549444

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Davin Kuokkanen - Ameriprise Financial Services, LLC

13890 Bishops Dr
Ste 200

Brookfield, WI 53005
2624320363

* 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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