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!
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Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Mequon, Wisconsin, FinancialAdvisor.net is a useful resource. We've compiled a list of the 4 vetted financial advisors and 6 non-vetted financial advisors in Mequon, Wisconsin, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Mequon, Wisconsin have an average of 0 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.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
REINHART PARTNERS, LLC 11090 N. Weston Drive, Mequon, WI, 53092 | 106432 | $1,912,117,349 | 263 | A percentage of AUM, Performance Based |
SPECTRUM INVESTMENT ADVISORS, INC. 6329 West Mequon Road, Mequon, WI, 53092 | 108669 | $724,823,216 | 986 | A percentage of AUM, Hourly charges, Fixed fees, Other (BY PLAN PARTICIPANT FLAT FEES) |
RICHMOND INVESTMENT SERVICES LLC 7702 W Mequon Rd, Mequon, WI, 53097-3217 | 327451 | $365,842,345 | 1255 | A percentage of AUM, Hourly charges, Fixed fees |
BEADELL A D INVESTMENT COUNSEL INC 10224 N Port Washington Road, Mequon, WI, 53092 | 106946 | $183,919,000 | 101 | A percentage of AUM |
DENALI WEALTH MANAGEMENT, INC. 1325 W Towne Square Road, Mequon, WI, 53092-5047 | 153323 | $182,964,000 | 376 | A percentage of AUM, Fixed fees |
THE KIECKHEFER GROUP 1323 W. Towne Square Road, Mequon, WI, 53092-5047 | 331128 | $168,025,208 | 138 | A percentage of AUM |
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