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Find Best Financial Advisors in Milwaukee, 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 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 Best Financial Advisors & Planners in Milwaukee?

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

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

List of Qualified Financial Advisors in Milwaukee, Wisconsin

advisor-photo

Andrew Houte

Next Level Planning & Wealth Management

325 N. Corporate Drive, Suite 120

Brookfield, WI 53045

414-369-6627

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Kurt Rozman

Freedom Wealth Alliance

675 North Barker Road Suite 220

Brookfield, WI 53045

262-798-7979

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Dean Hessler

Edelman Financial Engines, LLC

2501 West Beltline Highway Suite 103

Madison, WI 53713

608-234-5121

Top Financial Advisor Firms in Wisconsin (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
Robert W. Baird & Co. Incorporated
777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391
8158 $275,840,179,207 272742 A percentage of AUM
Fixed fees
Commision Based
Performance Based
Other (HARD DOLLAR PAYMENTS FOR RESEARCH)
Johnson Wealth Inc.
555 East Wells Street, Suite 1900 Milwaukee, WI 53202
125557 $8,804,222,393 909 A percentage of AUM
Hourly charges
Fixed fees
Sadoff Investment Management Llc
250 W. Coventry Ct #109, Milwaukee, WI 53217
105160 $1,859,842,044 1246 A percentage of AUM
Hourly charges
Diversified Management Inc
330 E. Kilbourn Ave., Suite 1475 Milwaukee, WI 53202
106680 $1,578,338,763 1611 A percentage of AUM
Fixed fees
Northern Oak Wealth Management, Inc.
207 E Michigan St, Suite 200 Milwaukee, WI 53202
105435 $966,863,383 434 A percentage of AUM
Fixed fees
Klcm Advisors, Inc.
330 E Kilbourn Avenue, Suite 1180 Milwaukee, WI 53202
107847 $923,021,783 459 A percentage of AUM
Fixed fees
Riverwater Partners Llc
1433 N. Water Street, Suite 303 Milwaukee, WI 53202
283540 $894,906,446 480 A percentage of AUM
Hourly charges
Skylands Capital, Llc
1200 North Mayfair Road, Suite 250 Milwaukee, WI 53226-3287
131183 $888,743,417 16 A percentage of AUM
Performance Based
Operose Advisors Llc
735 North Water Street, Suite 1440 Milwaukee, WI 53202
287465 $530,408,849 458 A percentage of AUM
Fixed fees
Legacy Capital Partners, Inc.
1200 North Mayfair Road, Suite 360 Milwaukee, WI 53226-3282
105735 $493,640,639 192 A percentage of AUM
Performance Based
Mccarthy Grittinger Financial Group, Llc
125 South 84th Street, Suite 130 Milwaukee, WI 53214-1498
108931 $401,135,914 763 A percentage of AUM
Hourly charges
Affiliated Financial Advisors Inc
2600 North Mayfair Rd., Suite 200 Milwaukee, WI 53226
108154 $385,547,783 1919 A percentage of AUM
The Invictus Collective, Llc
790 North Milwaukee Street, Suite 500a Milwaukee, WI 53202
310744 $292,228,044 187 A percentage of AUM
Sims Capital Management Llc
225 E. Mason Street, Suite 802 Milwaukee, WI 53202
129398 $52,562,136 17 A percentage of AUM
Hourly charges
Other (MINIMUM ANNUAL FEE)
Northwestern Mutual Investment Services,Llc
720 East Wisconsin Avenue, Milwaukee, WI 53202-4797
2881 $0 0 Fixed fees
Other (REFERRAL FEES)

Additional Financial Advisors in Wisconsin

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Morgan Stanley Financial Advisors
Inquire with Morgan
411 E Wisconsin Ave, Suite 2200 Milwaukee, WI 53202 414-226-3000
High Point Capital Group
Inquire with High
1200 North Mayfair Road, Suite 300 Milwaukee, WI 53226 414-253-4600
Gregg A Shaffer
Inquire with Gregg
411 E Wisconsin Ave, Suite 2200 Milwaukee, WI 53202 414-226-3019
David Lindberg
Inquire with David
411 E Wisconsin Ave, Suite 2200 Milwaukee, WI 53202 414-226-3114
Robert Roenitz
Inquire with Robert
411 E Wisconsin Ave, Suite 2200 Milwaukee, WI 53202 414-226-3107
Joan Lerose
Inquire with Joan
411 E Wisconsin Ave, Suite 2200 Milwaukee, WI 53202 414-226-3104
Lynn F. Ciepluch
Inquire with Lynn
411 E Wisconsin Ave, Suite 2200 Milwaukee, WI 53202 414-226-3121
John J Lerose III
Inquire with John
411 E Wisconsin Ave, Suite 2200 Milwaukee, WI 53202 414-226-3118
Paul S Connolly
Inquire with Paul
411 E Wisconsin Ave, Suite 2200 Milwaukee, WI 53202 414-226-3023
Keith F Martens
Inquire with Keith
411 E Wisconsin Ave, Suite 2200 Milwaukee, WI 53202 414-226-3136

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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