DIRECTORY OF REGISTERED ADVISORS

National Coverage
Local Professionals

Home > Financial Advisors > wisconsin > brookfield

Find The Best Financial Advisors in Brookfield, Wisconsin

Q: 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.

Q: 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.

Q: 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.

Q: How much money should you 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.

Q: 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.

Brookefield, Wisconsin, located just outside Milwaukee, is home to a population of over 41,000 residents. Voted one of the best places to live in Wisconsin, the city offers residents a quant suburban quality, while having a cost of living that is 13% higher than the national average. Creating a secure financial plan and future with the help of a financial advisor would be beneficial in this high-cost city. With over 1,800 potential financial advisers to choose from in Brookefield, FinancialAdvisor.net can help narrow down the best financial advisors for you, based on your specific financial needs.

How To Find The Best Financial Advisors in Brookfield, Wisconsin
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Brookfield, Wisconsin, FinancialAdvisor.net is a useful resource. We've compiled a list of the 6 vetted financial advisors and 12 non-vetted financial advisors in Brookfield, Wisconsin, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Brookfield, Wisconsin have an average of 14 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Brookfield, Wisconsin

Andrew Houte

Next Level Planning & Wealth Management

414-369-6627

Address

325 N. Corporate Drive, Suite 120,
Brookfield, WI 53045 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

Daniel Carlson

Farther Finance, LLC

920-630-1242

Address

20826 River Hills Way,
Kiel, WI 53042 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

2501 West Beltline Highway,
Suite 103,
Madison, WI 53713 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

3100 Sanders Road,
Suite 125,
Northbrook, IL 60062 See Details

Top Financial Advisor Firms in Brookfield, Wisconsin (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
BKM WEALTH MANAGEMENT 20300 Water Tower Boulevard, Suite 250, Brookfield, WI, 53045	323928	$481,413,305	1856	A Percentage of AUM, Hourly charges, Fixed Fees
CHARTER CAPITAL MANAGEMENT, INC 13805 W Burleigh Road, Suite 100 Brookfield, WI, 53005	35919	$283,207,043	362	A Percentage of AUM
FREEDOM WEALTH ALLIANCE 675 North Barker Road, Suite 220 Brookfield, WI, 53045	170456	$279,810,534	1613	A Percentage of AUM, Hourly charges, Fixed Fees
GRANITE FINANCIAL GROUP 175 N. Patrick Blvd., Suite 170 Brookfield, WI, 53045-5857	168675	$221,059,000	1551	A Percentage of AUM, Hourly charges, Fixed Fees
BROOK CAPITAL 675 N.Barker Road, Suite #200, Brookfield, WI, 53045	130919	$183,601,830	1159	A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based
STERLING CAPITAL MANAGEMENT INC 17160 W. North Ave, Suite 200 Brookfield, WI, 53005	106822	$175,663,809	348	A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based
REVIEW SERVICES INC 13255 West Bluemound Road, Suite 205 Brookfield, WI, 53005	110277	$159,319,424	794	A Percentage of AUM, Hourly charges, Fixed Fees
ENVISION FINANCIAL LLC 375 Bishops Way Suite 232, Brookfield, WI, 53005	314365	$129,010,115	78	A Percentage of AUM
ENTASIS ASSET MANAGEMENT LLC 200 S Executive Dr., Suite 101 Brookfield, WI, 53005	282711	$115,238,768	396	A Percentage of AUM, Fixed Fees
FINANCIAL STRATEGIES, INC. 13555 Bishops Court, Suite 340 Brookfield, WI, 53005	113097	$102,517,355	508	A Percentage of AUM, Hourly charges, Fixed Fees
KULT WEALTH MANAGEMENT GROUP, LLC 17100 W North Ave Suite 202, Brookfield, WI, 53005	126740	$94,700,000	66	A Percentage of AUM
FRANCIS INVESTMENT COUNSEL LLC 19435 W. Capitol Drive, Brookfield, WI, 53045	130687	$0	0	Hourly charges, Fixed Fees

Select other cities around Brookfield, Wisconsin to broaden your search for a financial advisor

Frequently Asked Questions

Find an Advisor
It's Fast, Free & Easy

Your Information is Safe and Secure

Since 1998

FIND AND COMPARE
TOP FINACIAL
ADVISORS MATCHED
TO YOUR NEEDS

A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR

Get Matched With Advisors

FinancialAdvisor.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. FinancialAdvisor.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. FinancialAdvisor.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

Find The Best Financial Advisors in Brookfield, Wisconsin

How To Find The Best Financial Advisors in Brookfield, WisconsinLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Brookfield, Wisconsin

Andrew Houte

Next Level Planning & Wealth Management

Address

Edelman Financial Engines, LLC

Address

Daniel Carlson

Farther Finance, LLC

Address

Edelman Financial Engines, LLC

Address

Edelman Financial Engines, LLC

Address

Top Financial Advisor Firms in Brookfield, Wisconsin (Ranked by AUM)

Select other cities around Brookfield, Wisconsin to broaden your search for a financial advisor

Frequently Asked Questions

Find an AdvisorIt's Fast, Free & Easy

How To Find The Best Financial Advisors in Brookfield, Wisconsin
Last Updated - 13-Jun-2023

Find an Advisor
It's Fast, Free & Easy