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John R. Chandler

CFP®

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Commission and Fee Financial Advisor serving Wisconsin and the surrounding communities.

AXA Advisors

111 E Kilbourn Ave, Suite 800
Milwaukee, WI 53202
(414) 278-1515

Christina M. Olson

CFP®

Owner

Specialties: Comprehensive Financial Planning

Financial Advisor serving Wisconsin and the surrounding communities.

Christina M Olson Financial Planning

W19944 Hoff Ln
Arcadia, WI 54612
(608) 525-9818

Michael R. Verstegen

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Investment Management,...More

Commission and Fee Financial Advisor serving Wisconsin and the surrounding communities.

LPL Financial

702 Eisenhower Dr, Ste. A
Kimberly, WI 54136
(920) 560-5660

Diane Byrne

CFP®

Specialties: Comprehensive Financial Planning, Asset Allocation, Estate Planning, Investment Management...More

Commission and Fee Financial Advisor serving Wisconsin and the surrounding communities.

Ellenbecker Investment Group, Inc.

N35 W23877 Highfield Ct, Ste 200
Pewaukee, WI 53072
(262) 691-3200

Aaron T. Kowal

CFP®

Specialties: 401(k)/403(b)/IRAs, Asset Allocation, Career Change, Employee Benefits, Insurance,...More

Financial Advisor serving Wisconsin and the surrounding communities.

Kowal Investment Group, LLC

W238N1660 Busse Rd. Ste. 100, Ste 100
Waukesha, WI 53188
(262) 522-4040

James N. Thomas

CFP®

President

Specialties: Comprehensive Financial Planning, Investment Management, Retirement

Financial Advisor serving Wisconsin and the surrounding communities.

Thomas Financial Planning

5738 S Black Oak Lake Rd
Land O Lakes, WI 54540
(715) 547-3667

Cody G. Mares

CFP®, CRPC®, MSFS

Financial Advisor

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Buying...More

Commission and Fee Financial Advisor serving Wisconsin and the surrounding communities.

Ameriprise Financial Services

446 N Westhill Blvd, Suite 2
Appleton, WI 54914-6540
(888) 332-8544
(920) 993-2264

Laura L. Wilcox

CFP®, MS

Financial Planner

Specialties: Comprehensive Financial Planning, Investment Management, Life Planning, Nontraditional...More

Commission and Fee Financial Advisor serving Wisconsin and the surrounding communities.

Wilcox Financial Advisors, s.c.

10521 W Layton Ave, Ste 200
Greenfield, WI 53228
(414) 529-5599

Jason R. Miller

CFP®

Financial Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

Diversified Management, Inc.

222 E Erie St, Ste 401
Milwaukee, WI 53202
(414) 292-1900

John W. Ellison

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Financial Advisor serving Wisconsin and the surrounding communities.

John Ellison Advisory Group, Ltd

815 Genesee St
Delafield, WI 53018
(262) 785-1914

Tom Wargin

CFP®, CFA

President

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Asset...More

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

Liberty Financial Group, Inc.

700 Pilgrim Pkwy, Ste 300
Elm Grove, WI 53122
(262) 785-1377

David P. Jordan

CFP®, ChFC, CLU

Senior Financial Planner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

Independent Wealth Management LLC dba Jordan Financial Life Planning

6123 Green Bay Rd, Ste 260
Kenosha, WI 53142
(866) 956-2252
(262) 656-1141

Michael G. Morrone

CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning

Financial Advisor serving Wisconsin and the surrounding communities.

Ameriprise Financial Services, Inc.

5027 Green Bay Road, Suite 106
Kenosha, WI 53144
(262) 656-3006

Brett Anderson

CFP®, ChFC & CLU

President

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Commission and Fee Financial Advisor serving Wisconsin and the surrounding communities.

St. Croix Advisors, LLC

401 Second St, Ste 205
Hudson, WI 54016
(877) 393-1919
(651) 337-1919

Erik J. Mikkelson

CFP®

President, Owner

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned...More

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

RMR Wealth Advisors

400 Interlake Dr, Suite 200
Madison, WI 53716
(877) 890-7676
(608) 663-7676

Timothy S. O'Malley

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Financial Advisor serving Wisconsin and the surrounding communities.

N17W24222 Riverwood Dr, Ste 240
Waukesha, WI 53188
(800) 711-6127

Chad A. Thistle

CFP®

Specialties: Comprehensive Financial Planning, Investment Management, Retirement

Financial Advisor serving Wisconsin and the surrounding communities.

Diversified Management, Inc.

222 E Erie St, Ste 401
Milwaukee, WI 53202
(414) 292-1900

Lisa M. Andrews

CFP®

Fee Only Wealth Planner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a...More

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

Perk Planning

1 N Pinckney St, Ste 200
Madison, WI 53703
(608) 628-8730
CONNECT WITH Lisa
  • linkedin link

James D. Cantrell

CFP®

President

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

Financial Strategies, Inc.

13555 Bishops Ct, Ste 340
Brookfield, WI 53005-6224
(262) 821-1664

Jacob G. Harmsen

CFP®, CPA

Advisor

Specialties: Comprehensive Financial Planning

Commission and Fee Financial Advisor serving Wisconsin and the surrounding communities.

Aegis Financial

530 N Koeller St
Oshkosh, WI 54902
(920) 233-4650

Robert Schneider

CFP®, RICP®

Relationship Manager

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Financial Advisor serving Wisconsin and the surrounding communities.

Cleary Gull, Inc.

100 E Wisconsin Avenue, Suite 2400
Milwaukee, WI 53202
(414) 291-4508

Susan E. Peck

CFP®

Founder and President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a...More

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

Evolution Financial LLC

2701 International Lane, Suite 203
Madison, WI 53704
(608) 229-1335
CONNECT WITH Susan
  • facebook link
  • linkedin link

Patricia A. Kiefer

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

Review Services, Inc.

13255 W Bluemound Rd, Ste 205
Brookfield, WI 53005
(262) 784-9690

Susan L. Powell

CFP®

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Investment Management,...More

Commission and Fee Financial Advisor serving Wisconsin and the surrounding communities.

Global View Capital Advisors

601 Grove St
Waukesha, WI 53186
(414) 433-8100 x104
CONNECT WITH Susan
  • linkedin link

Liz Pollock

MBA, CFP®, CLU, CLTC

Specialties: Comprehensive Financial Planning, Asset Allocation, Estate Planning, Investment Management...More

Financial Advisor serving Wisconsin and the surrounding communities.

Affordable Health and More, LLC

2605 S Calhoun Rd, Unit 108
New Berlin, WI 53151
(262) 439-9867

Roy C. George

CFP®, CLU, ChFC, AEP

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving,...More

Financial Advisor serving Wisconsin and the surrounding communities.

Ameriprise Financial Services, Inc.

100 N Marquette Rd, Ste 100
Prairie Du Chien, WI 53821
(800) 316-5558
(608) 326-2552

Daniel J. Stobba

CFP®

Principal

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Asset Allocation, Investment...More

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

Stobba Financial Planning

10258 W Cascade Dr
Franklin, WI 53132
(414) 425-3610

Daniel J. Evans

CFP®

Vice President - Financial Planning

Specialties: Comprehensive Financial Planning

Financial Advisor serving Wisconsin and the surrounding communities.

Midwest Professional Planners, Ltd.

2610 Stewart Avenue, Suite 100
Wausau, WI 54401
1-800-236-6775
(715) 848-3474

Rosemary Barnes

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Financial Advisor serving Wisconsin and the surrounding communities.

Rosemary Barnes, CFP®

300 3rd St, Ste 308
Wausau, WI 544026098
(715) 842-2703

Jeanne M. Mraz

CFP®

Wealth Manager

Specialties:

Financial Advisor serving Wisconsin and the surrounding communities.

SVA Plumb Wealth Management

1221 John Q Hammons Dr
Madison, WI 53717
(608) 826-2055