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Find The Best Financial Advisors in Waukesha, 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 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 The Best Financial Advisors in Waukesha, Wisconsin
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 3 vetted financial advisors and 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 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 Waukesha, 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

Jacobson & Schmitt Advisors, LLC

608-662-7500

Address

8333 Greenway Blvd Ste 330,
Middleton, WI 53562 See Details

Top Financial Advisor Firms in Waukesha, 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	$4,839,167,748	1206	A Percentage of AUM
DANA INVESTMENT ADVISORS INC 20700 Swenson Drive, Suite 400, Waukesha, WI, 53186-0904	105879	$4,427,776,044	3269	A Percentage of AUM, Fixed Fees, Performance Based
ELLENBECKER INVESTMENT GROUP N21 W23350 Ridgeview Parkway, Waukesha, WI, 53188	173851	$1,250,836,104	1959	A Percentage of AUM, Fixed Fees, Other (CORPORATE EDUCATION AND SPEAKING ENGAGEMENTS)
IAG WEALTH PARTNERS, LLC N19 W24200 Riverwood Drive, Suite 150 Waukesha, WI, 53188	109721	$1,101,831,560	4953	A Percentage of AUM, Hourly charges, Fixed Fees
KOWAL INVESTMENT GROUP, LLC W238 N1660 Busse Rd., Suite 100 Waukesha, WI, 53188	113169	$934,770,570	3723	A Percentage of AUM, Fixed Fees
FINANCIAL SOLUTIONS, LLC 1900 Airport Road, Suite A Waukesha, WI, 53188	110149	$852,405,928	2166	A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based
GLOBAL VIEW CAPITAL MANAGEMENT LLC N14 W23833 Stone Ridge Dr - Suite 350, Waukesha, WI, 53188	158292	$591,171,599	6335	A Percentage of AUM, Fixed Fees, Other (FINANCIAL PLANNING)
DRAKE & ASSOCIATES, LLC 2212 E. Moreland Blvd Suite 200, Waukesha, WI, 53186	154854	$227,171,996	2041	A Percentage of AUM, Hourly charges
CAPITAL INNOVATIONS, LLC N19w24400 Riverwood Dr, Suite 350 Waukesha, WI, 53188	145329	$207,603,754	49	A Percentage of AUM, Fixed Fees

Select other cities around Waukesha, 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?

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Find The Best Financial Advisors in Waukesha, Wisconsin

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

List of Qualified Financial Advisors in Waukesha, Wisconsin

Andrew Houte

Next Level Planning & Wealth Management

Address

Allworth Financial

Address

Jacobson & Schmitt Advisors, LLC

Address

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

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

Frequently Asked Questions

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

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