National Retirement Planning Experts

National Coverage
Local Professionals

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

advisor-photo

Andrew Houte

Next Level Planning & Wealth Management

325 N. Corporate Drive, Suite 120

Brookfield, WI 53045

414-369-6627

advisor-photo

Kurt Rozman

Freedom Wealth Alliance

675 North Barker Road Suite 220

Brookfield, WI 53045

262-798-7979

advisor-photo

Jeremy Keil

Keil Financial Partners

15350 W. National Ave
Suite 214

New Berlin, WI 53151

262-333-8353

advisor-photo

Dean Hessler

Edelman Financial Engines, LLC

2501 West Beltline Highway Suite 103

Madison, WI 53713

608-234-5121

List of Additional Financial Advisors in Brookfield, Wisconsin*

* Additional advisor listing is provided in partnership with Yext

dummy-image

Diane Veenendaal - UBS Financial Services Inc.

17775 West Bluemound Road

Brookfield, WI 53045
262-794-0829

dummy-image

Brookfield, WI Branch Office - UBS Financial Services Inc.

17775 W. Bluemound Road

Brookfield, WI 53045
262-794-0800

dummy-image

Allstate Personal Financial Representative: Ural Jackson Jr

15400 W Capitol Dr
Ste 206

Brookfield, WI 53005
414-771-6411

dummy-image

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

17775 W. Bluemound Road

Brookfield, WI 53045
800-847-3599

dummy-image

Prime Financial Services

675 N. Barker Rd.
Suite 110

Brookfield, WI 53045
414-771-7220

dummy-image

Choice Advisors

405 N. Calhoun Rd.
Ste 106

Brookfield, WI 53005
262-641-9705

dummy-image

David Perrigo - UBS Financial Services Inc.

17775 West Bluemound Road

Brookfield, WI 53045
262-794-0808

dummy-image

Freedom Wealth Alliance

675 North Barker Road
Suite 220

Brookfield, WI 53045
262-798-7979

dummy-image

Lee Mccarthy - UBS Financial Services Inc.

17775 West Bluemound Road

Brookfield, WI 53045
262-794-0851

dummy-image

Anthony Corona

262-783-4000

dummy-image

The Steffes Group - UBS Financial Services Inc.

17775 West Bluemound Road

Brookfield, WI 53045
262-794-0839

dummy-image

Terry Revolinski - UBS Financial Services Inc.

17775 West Bluemound Road

Brookfield, WI 53045
262-794-0823

dummy-image

Oakwood Wealth Management

13400 Bishops Lane
Suite 70

Brookfield, WI 53005
262-533-0009

dummy-image

Neil Conway - UBS Financial Services Inc.

17775 West Bluemound Road

Brookfield, WI 53045
262-794-0837

dummy-image

Ken Lobins - Ameriprise Financial Services, LLC

13890 Bishops Dr
Ste 200

Brookfield, WI 53005
262-797-8828

dummy-image

Paul Ramus - UBS Financial Services Inc.

17775 West Bluemound Road

Brookfield, WI 53045
262-794-0863

* 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.

Find an Advisor
It's Fast, Free & Easy

  Your Information is Safe and Secure

Interview top quality financial advisors who meet your requirements

paladin-banner
Get Matched With Advisors