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Find Best Financial Advisors in Waukesha, 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 Waukesha is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Waukesha & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Waukesha?

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

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

List of Qualified Financial Advisors in Waukesha, Wisconsin

advisor-photo

Andrew Houte

Next Level Planning & Wealth Management

325 N. Corporate Drive, Suite 120

Brookfield, WI 53045

414-369-6627

advisor-photo

Kurt Rozman

Freedom Wealth Alliance

675 North Barker Road Suite 220

Brookfield, WI 53045

262-798-7979

advisor-photo

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
Provident Trust Company
N16 W23217 Stone Ridge Drive, Suite 310 Waukesha, WI 53188-1199
110118 $6,503,624,885 1237 A percentage of AUM
Hourly charges
Dana Investment Advisors Inc
20700 Swenson Drive, Suite 400, Waukesha, WI 53186-0904
105879 $4,647,039,897 2775 A percentage of AUM
Fixed fees
Performance Based
Iag Wealth Partners, Llc
N19 W24200 Riverwood Drive, Suite 150 Waukesha, WI 53188
109721 $1,151,593,958 4552 A percentage of AUM
Fixed fees
Kowal Investment Group, Llc
W238 N1660 Busse Rd., Suite 100 Waukesha, WI 53188
113169 $960,973,412 3486 A percentage of AUM
Hourly charges
Fixed fees
Financial Solutions, Llc
1900 Airport Road, Suite A Waukesha, WI 53188
110149 $953,367,096 2014 A percentage of AUM
Hourly charges
Fixed fees
Commision Based
Global View Capital Management, Ltd
N14 W23833 Stone Ridge Dr - Suite 350, Waukesha, WI 53188
158292 $710,202,539 5774 A percentage of AUM
Hourly charges
Fixed fees
Other (FINANCIAL PLANNING)
Drake & Associates, Llc
2212 E. Moreland Blvd Suite 200, Waukesha, WI 53186
154854 $227,801,155 1983 A percentage of AUM
Hourly charges
Capital Innovations, Llc
N19w24400 Riverwood Dr, Suite 350 Waukesha, WI 53188
145329 $200,621,368 39 A percentage of AUM
Hourly charges
Fixed fees

Additional Financial Advisors in Wisconsin

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Broesch Financial Group
Inquire with Broesch
1733 Manhattan Dr, Ste F Waukesha, WI 53186 262-409-4240
Brandon Cintron
Inquire with Brandon
20975 Swenson Drive, Suite 300 Waukesha, WI 53186 262-523-8311
Arthur J. Schweitzer
Inquire with Arthur
20975 Swenson Drive, Suite 300 Waukesha, WI 53186 262-523-8330
Ali Garba
Inquire with Ali
20975 Swenson Drive, Suite 300 Waukesha, WI 53186 262-523-8345
Kathy Ledvina
Inquire with Kathy
1631 Moccasin Trl, Waukesha, WI 53189 262-751-8502
Morgan Stanley
Inquire with Morgan
20975 Swenson Drive, Suite 300 Waukesha, WI 53186 262-523-8300
Lindsey Kreske
Inquire with Lindsey
1733 Manhattan Dr, Ste F Waukesha, WI 53186 262-409-4240
Mary Bush
Inquire with Mary
1733 Manhattan Dr, Ste F Waukesha, WI 53186 262-409-4240
Paul Broesch
Inquire with Paul
1733 Manhattan Dr, Ste F Waukesha, WI 53186 262-409-4240
The Cornerstone Group
Inquire with Cornerstone
20975 Swenson Drive, Suite 300 Waukesha, WI 53186 262-523-8300

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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