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David A. Lenius

CLU, ChFC, CASL, CFP

President

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

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

Lenius Ins & Financial Services, Inc.

532 Jefferson St
Sturgeon Bay, WI 54235-2145
(888) 743-3962
(920) 743-3962

Inge Bacon

CFP®,CPA, AEP(R)

Principal

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Business...More

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

Inge Alverson Bacon CPA

253 N 1st Ave
Sturgeon Bay, WI 54235
(920) 421-0923

Paul A. Block

CLU, ChFC, CFP®

Financial Planner

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Career...More

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

Block & Kroll Financial

210 7th St S, Ste 2
La Crosse, WI 54601
(866) 406-4354
(608) 785-2200

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

Michael L. Johnson

CFP®

Specialties: Comprehensive Financial Planning, Attending College, Banking, Investment Management,...More

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

Raymond James Financial Services, Inc.

500 Elm Grove Rd, Ste 108
Elm Grove, WI 53122
(262) 782-5900

John W. Litscher

CFP®, CRPC, AWMA

Financial Planner

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

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

The Capital Group At Lincoln Financial Advisors

406 Science Dr, Suite 310
Madison, WI 53711-1068
(608) 268-5100

Raymond C. Schenk

CFP®, ChFC

Specialties: Comprehensive Financial Planning, Attending College, Annuities, Estate Planning,...More

Financial Advisor serving Wisconsin and the surrounding communities.

SVA Wealth Management

1221 John Q Hammons Dr
Madison, WI 53717
(608) 826-2753

Robert L. Riedl

CFP®, CPA, AWMA®

Director of Wealth Management

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

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

Endowment Wealth Management, Inc.

2200 N Richmond St, Ste 200
Appleton, WI 54911
(920) 785-6010

Charles Hurtgen

CFP®

Financial Consultant

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

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

MPC Advisers

16655 W Bluemound Rd, Ste 150
Brookfield, WI 53005
(888) 876-5046
(262) 787-3232

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

Scott D. Heins

CFP®

CFP

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

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

IAG Wealth Partners, LLC

N19W24200 Riverwood Dr, Ste 150
Waukesha, WI 53188
(262) 446-8150

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

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

Mark Ziety

CFP®

Wealth Advisor

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Estate Planning,...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

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 L. Esser

CFP®, CPA, RICP®

Founder/Financial Planner

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Estate Planning,...More

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

Direction Financial Management, LLC

W177 N9856 Rivercrest Dr, Ste 214
Germantown, WI 53022
(414) 333-3396

Dean Stange

J.D., CFP®

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

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

Wipfli-Hewins Investment Advisors, LLC

2501 W Beltline Hwy, Ste 401
Madison, WI 53713
(608) 270-2928

Brooke Napiwocki

CFP®, MBA

Financial Planner

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

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

Crescendo Wealth Management

1242 13th Ave
Grafton, WI 53024
CONNECT WITH Brooke
  • facebook link
  • linkedin link

Justin Moilanen

CFP®, RICP®

Specialties:

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

Financial Service Group, Inc.

4812 Northwestern Ave
Mount Pleasant, WI 53406-1504
(262) 554-4500

Maureen L. McCabe

CLU,ChFC,CFP®,CEBS,

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

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

Maureen McCabe, LLC

6025 N Green Bay Ave
Milwaukee, WI 53209
(414) 254-6483

F. Michael Arnow

CFP®, CPA

Senior Director of Financial Planning

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

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

SJA Financial Advisory, LLC

111 Heritage Reserve, Ste 100
Menomonee Falls, WI 53051
(414) 390-1490

Richard N. Dallen

CFP®, CMFC, MBA

Senior Financial Advisor

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

Financial Advisor serving Wisconsin and the surrounding communities.

Ameriprise Financial Advisors

18000 W Farah Ln, Ste 230
Brookfield, WI 53045
(262) 754-9444 x101

Thomas A. Haunty

CFP®, REBC,RHU,CHFC

Senior Partner

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

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

North Star Resource Group

2945 Triverton Pike Dr, Ste 200
Madison, WI 53711
(608) 271-9100

Brian D. Behl

CFP®

Founder and Financial Planner

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

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

Behl Wealth Management

N19 W24400 Riverwood Drive, Suite 350
Waukesha, WI 53188
(262) 275-4025
CONNECT WITH Brian
  • facebook link
  • linkedin link

Mei-Lyn Nelson

CFP®, CPA, MBA

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Employee...More

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

Nelson Financial Group, Inc

445 Prospect Dr
Brookfield, WI 53005
(800) 649-7526
(262) 814-1000

Michael E. Smith

CFP®, MSFS

Senior Financial Advisor

Specialties: Comprehensive Financial Planning, Annuities, Charitable & Planned Giving, Asset Allocation...More

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

Ameriprise Financial Services, Inc.

3241A Business Park Dr
Stevens Point, WI 54482
(866) 544-6657
(715) 341-6657
CONNECT WITH Michael
  • facebook link
  • linkedin link

Irene M. Vilona-LaBonne

CFP®

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

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

517 E Walworth Ave, PO Box 407
Delavan, WI 53115
(262) 728-2202

June Ann Schroeder

RN, CFP®

Vice President

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Career...More

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

Liberty Financial Group, Inc.

700 Pilgrim Pkwy, Ste 300
Elm Grove, WI 53122-2063
(888) 750-1377
(262) 785-1377

Shannon V. Wegner

CFP®

Fee Only Fiduciary

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

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

Wegner Asset Management, LLC

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Madison, WI 53705

Wegner Asset Management, LLC

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Middleton, WI 53562

Michael P. Haubrich

CFP®, CSA®

President

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Career Change, Estate...More

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

Financial Service Group, Inc.

4812 Northwestern Avenue
Racine, WI 53406

Financial Service Group, Inc.

4812 Northwestern Ave
Mount Pleasant, WI 53406
(800) 420-4500
CONNECT WITH Michael
  • facebook link
  • twitter link
  • linkedin link