DIRECTORY OF REGISTERED ADVISORS

National Coverage
Local Professionals

Home > Financial Advisors > wisconsin > milwaukee

Find The Best Financial Advisors in Milwaukee, 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.

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

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

If you’re looking for qualified financial advisors in Milwaukee, Wisconsin, FinancialAdvisor.net is a useful resource. We've compiled a list of the 2 vetted financial advisors and non-vetted financial advisors in Milwaukee, Wisconsin, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Milwaukee, 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.

List of Qualified Financial Advisors in Milwaukee, Wisconsin

Andrew Houte

Next Level Planning & Wealth Management

414-369-6627

Address

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

Allworth Financial

888-242-6766

Address

2610 Lake Cook Road Suite 250,
Riverwoods, IL 60015 See Details

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

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 720 East Wisconsin Avenue, Milwaukee, WI, 53202-4797	307865	$262,082,656,098	19	A Percentage of AUM, Performance Based
ROBERT W. BAIRD & CO. INCORPORATED 777 E. Wisconsin Avenue, Milwaukee, WI, 53202-5391	8158	$247,790,348,025	316065	A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based, Performance Based, Other (HARD DOLLAR PAYMENTS FOR RESEARCH)
ARTISAN PARTNERS LIMITED PARTNERSHIP 875 East Wisconsin Avenue, Suite 800 Milwaukee, WI, 53202	150114	$128,675,520,784	272	A Percentage of AUM, Performance Based
MASON STREET ADVISORS, LLC 720 East Wisconsin Avenue, Milwaukee, WI, 53202-4797	114085	$25,569,711,808	27	A Percentage of AUM
FIDUCIARY MANAGEMENT, INC. 790 N. Water Street, Suite 2100 Milwaukee, WI, 53202	109149	$13,213,149,862	831	A Percentage of AUM
NATIONAL INVESTMENT SERVICES OF AMERICA, LLC 777 East Wisconsin Avenue, Suite 2350, Milwaukee, WI, 53202	307169	$7,925,313,000	302	A Percentage of AUM, Performance Based
JOHNSON WEALTH INC. 555 East Wells Street, Suite 1900 Milwaukee, WI, 53202	125557	$7,746,236,885	1544	A Percentage of AUM, Fixed Fees
TIDAL INVESTMENTS LLC 234 West Florida Street, Suite 203 Milwaukee, WI, 53204	164201	$5,574,754,331	711	A Percentage of AUM, Fixed Fees
GENEVA CAPITAL MANAGEMENT LLC 411 E. Wisconsin Ave., Suite 2320 Milwaukee, WI, 53202	105432	$5,026,791,348	3618	A Percentage of AUM, Other (MODEL PORTFOLIO FEES BASED ON UNDERLYING ASSETS.)
NICHOLAS CO INC 411 E. Wisconsin Ave., Ste 2100 Milwaukee, WI, 53202-4467	108347	$4,882,201,529	15	A Percentage of AUM, Performance Based
MASON WELLS, INC. 411 E. Wisconsin Avenue, Suite 1280 Milwaukee, WI, 53202	173069	$1,936,451,188	6	A Percentage of AUM, Performance Based
HEARTLAND ADVISORS, INC. 790 N Water Street Suite 1200, Milwaukee, WI, 53202	29433	$1,691,154,945	93	A Percentage of AUM
HAMMES REALTY ADVISORS, LLC 1400 N. Water Street, Suite 500 Milwaukee, WI, 53202	165693	$1,509,379,344	5	A Percentage of AUM, Performance Based
UNIPLAN INVESTMENT COUNSEL, INC. 839 N Jefferson St., Suite 502 Milwaukee, WI, 53202	154718	$1,450,300,000	4133	A Percentage of AUM
DIVERSIFIED MANAGEMENT INC 330 E. Kilbourn Ave., Suite 1475 Milwaukee, WI, 53202	106680	$1,438,558,939	1617	A Percentage of AUM, Hourly charges, Fixed Fees

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

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

How can I pick a good financial advisor?

What's the difference between a financial planner and a financial advisor?

How much money should I have before getting a financial advisor?

What type of financial advisor do I need?

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 Milwaukee, Wisconsin

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

List of Qualified Financial Advisors in Milwaukee, Wisconsin

Andrew Houte

Next Level Planning & Wealth Management

Address

Allworth Financial

Address

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

Select other cities around Milwaukee, 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 Milwaukee, Wisconsin
Last Updated - 13-Jun-2023

Find an Advisor
It's Fast, Free & Easy