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 Waukesha, Wisconsin, FinancialAdvisor.net is a useful resource. We've compiled a list of the 1 vetted financial advisors and 55 non-vetted financial advisors in Waukesha, Wisconsin, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Waukesha, 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 |
---|---|---|---|---|
PROVIDENT TRUST COMPANY N16 W23217 Stone Ridge Drive, Suite 310 Waukesha, WI, 53188-1199 | 110118 | $6,503,624,885 | 1237 | A percentage of AUM |
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, Hourly charges, Fixed fees |
KOWAL INVESTMENT GROUP, LLC W238 N1660 Busse Rd., Suite 100 Waukesha, WI, 53188 | 113169 | $960,973,412 | 3486 | A percentage of AUM, 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, 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, Fixed fees |
* 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 The | 20975 Swenson Drive, Suite 300 Waukesha, WI 53186 | 262-523-8300 |
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