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Find Best Financial Advisors in Mequon, Wisconsin

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 Mequon is a tedious task to do. give you extensive options to compare best advisors in Mequon & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Mequon?

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

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

List of Qualified Financial Advisors in Mequon, Wisconsin


Kurt Rozman

Freedom Wealth Alliance

675 North Barker Road Suite 220

Brookfield, WI 53045



Dean Hessler

Edelman Financial Engines, LLC

2501 West Beltline Highway Suite 103

Madison, WI 53713


Top Financial Advisor Firms in Wisconsin (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
Pegasus Partners
1333 W. Towne Square Road, Mequon, WI 53092
175206 $2,289,431,155 2586 A percentage of AUM
Fixed fees
Reinhart Partners, Inc.
1500 W. Market St, Suite 100 Mequon, WI 53092
106432 $1,829,753,802 282 A percentage of AUM
Hourly charges
Performance Based
Spectrum Investment Advisors, Inc.
6329 West Mequon Road, Mequon, WI 53092
108669 $667,516,787 844 A percentage of AUM
Hourly charges
Fixed fees
Denali Wealth Management, Inc.
1325 W Towne Square Road, Mequon, WI 53092
153323 $229,044,000 365 A percentage of AUM
Fixed fees
Beadell A D Investment Counsel Inc
10224 N Port Washington Road, Mequon, WI 53092
106946 $216,518,000 105 A percentage of AUM
Hourly charges
Highland Investment Advisors Llc
1025 W Glen Oaks Ln, Ste 108 Mequon, WI 53092
141694 $163,693,270 270 A percentage of AUM
Fixed fees

Additional Financial Advisors in Wisconsin

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Gary Dunco
Inquire with Gary
11039 N Towne Square Rd, Ste 1 Mequon, WI 53092 262-785-1010
Tom Hille
Inquire with Tom
11039 N Towne Square Rd, Ste 1 Mequon, WI 53092 262-901-1575
Morgan Stanley Financial Advisors
Inquire with Morgan
11501 North Port Washington, Mequon, WI 53092 262-241-1920
Scott A Latzke
Inquire with Scott
11039 N Towne Square Rd, Ste 1 Mequon, WI 53092 262-797-4306
Steven J Indermuehle
Inquire with Steven
11501 North Port Washington, Mequon, WI 53092 262-241-1955
Eric Oleson
Inquire with Eric
11501 North Port Washington, Mequon, WI 53092 262-241-1939
Kirk Thode
Inquire with Kirk
11501 North Port Washington, Mequon, WI 53092 262-241-1979
Christine Scimeca
Inquire with Christine
11501 North Port Washington, Mequon, WI 53092 262-241-1945
Richard Butler
Inquire with Richard
11501 North Port Washington, Mequon, WI 53092 262-241-1937
Corby Oleson
Inquire with Corby
11501 North Port Washington, Mequon, WI 53092 262-241-1959

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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