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 Delafield is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Delafield & pick the one as per your needs
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Delafield, Wisconsin, FinancialAdvisor.net is a useful resource. We've compiled a list of the 3 vetted financial advisors and non-vetted financial advisors in Delafield, Wisconsin, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Delafield, Wisconsin have an average of 18 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.
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Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
CUSHING CAPITAL PARTNERS, LLC 417 Genesee Street, Delafield, WI, 53018 | 313497 | $186,806,498 | 805 | A Percentage of AUM, Fixed Fees |
WARNKE/NICHOLS LTD. 440 Wells Street, Suite 203 Delafield, WI, 53018 | 112181 | $186,110,100 | 326 | A Percentage of AUM, Hourly charges |
BOARDWALK FINANCIAL STRATEGIES LLC 385 Williamstowne, Suite 302, Delafield, WI, 53018 | 165048 | $114,400,000 | 446 | A Percentage of AUM, Hourly charges, Fixed Fees |
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