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D. Alfred Jones

CFP®

President

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

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

Jones Financial Consulting, LLC

800 Wisconsin Street, Bldg DO2, Suite 405C
Eau Claire, WI 54703
(715) 577-2778
CONNECT WITH D. Alfred
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Mark W. Feucht

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.

Feucht Financial Group, LLC

N6687 Wrightway Dr
Fond Du Lac, WI 54937
(920) 921-6288

Janet E. Henseler

CFP®

President

Specialties: Retirement, Long-term Care

Financial Advisor serving Wisconsin and the surrounding communities.

Accounting & Business Services

5441 Spring St
Racine, WI 53406-2911
(262) 886-5800

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

Rebekah Allison Hammerlund

CFP®

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

Financial Advisor serving Wisconsin and the surrounding communities.

Allison & Company Financial Counselors

250 W Coventry Ct, Ste 213
Glendale, WI 53217
(414) 540-5590

Michael J. Jungen

CFP®

Financial Adviser

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.

Jungen & Co. Financial Advisers

135 S 84th St, Three Honey Creek Ste 202
Milwaukee, WI 53214
(414) 778-7309

Vernon C. Sumnicht

MBA,CFP®

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

Financial Advisor serving Wisconsin and the surrounding communities.

Sumnicht & Associates, LLC

W6240 Communication Ct, Ste 1
Appleton, WI 54914
(920) 731-4455

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

Daniel G. Gibson

CFP®

Principal

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

Financial Advisor serving Wisconsin and the surrounding communities.

SVA Wealth Management

1221 John Q Hammons Dr
Madison, WI 53717
(608) 826-2322

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 M. Scherer

CFP®, ChFC, CLU

President

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

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

Trinity Financial Planning

6405 Century Ave, Ste 104
Middleton, WI 53562
(608) 829-1010

Brion S. Collins

CFP®, CLU, ChFC

Specialties: Budget & Debt Management, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable...More

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

Bronfman E. L. Rothschild

709B Milwaukee St
Delafield, WI 53018-1519
(262) 326-6088

Kenneth E. Karr

CFP®

President

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

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

Highland Investment Advisors, LLC

1025 W Glen Oaks Ln, Suite 108
Mequon, WI 53092
(877) 755-2309
(414) 755-2309

Justus Morgan

CFP®, EA, RICP®

Financial Planner

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

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

Financial Service Group, Inc.

4812 Northwestern Ave
Mount Pleasant, WI 53406
(800) 420-4500
(262) 554-4500
CONNECT WITH Justus
  • linkedin link

Eric D. Raether

CFP®

Wealth Advisor

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

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

Canopy Wealth Management

8215 Greenway Blvd, Ste 540
Middleton, WI 53562
(608) 662-9018
CONNECT WITH Eric
  • linkedin link

Kelly L. Savatski

CFP®

Senior Portfolio Manager

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

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

Prairie Financial Group, A Division of Waukesha State Bank

PO Box 648
Waukesha, WI 53187-0648
(262) 522-7400

Michelle Slawny

CFP®

Wealth Management Advisor

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

Financial Advisor serving Wisconsin and the surrounding communities.

TIAA

8215 Greenway Blvd, Suite 140
Middleton, WI 53562
(608) 234-6303

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

Tyson Jon Ray

CFP®

Specialties:

Financial Advisor serving Wisconsin and the surrounding communities.

FORM Wealth, LLC

431 Geneva National Ave S
Lake Geneva, WI 53147
(262) 686-3005

Jason N. Schmitt

CFP® CPWA®

Managing Partner, Chief Financial Officer

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

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

Jacobson & Schmitt Advisors, LLC

8333 Greenway Blvd, Ste 330
Middleton, WI 53562
(608) 662-7500
CONNECT WITH Jason
  • twitter link
  • linkedin link

Kristina E. Schnuckel

CFP®

Wealth Advisor

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

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

Ellenbecker Investment Group

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

Jeanne M. Mraz

CFP®

Wealth Manager

Specialties:

Financial Advisor serving Wisconsin and the surrounding communities.

SVA Wealth Management

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

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

Joel C. McNeil

CFP®

Director of Advisory Services

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

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

Isthmus Partners

1 S Pinckney St, Suite 818
Madison, WI 53703
(844) 478-4687
(608) 729-0947

Wendy Peperkorn

CFP®

Wealth Advisor

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

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

Bronfman Rothschild

709B Milwaukee Street
Delafield, WI 53018
(262) 326-6090
CONNECT WITH Wendy
  • linkedin link

Andy Saeger

CFP®

Private Wealth Advisor

Specialties: 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Investment Management,...More

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

BMO Wealth Management

111 E. Kilbourn Ave, Ste 200
Milwaukee, WI 53202
(414) 287-7108

Ben Smith

CFP®

Founder & Financial Planner

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

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

Cove Financial Planning, LLC

5150 N Kent Ave
Milwaukee, WI 53217-5522
(952) 807-4060
CONNECT WITH Ben
  • facebook link
  • twitter link
  • linkedin link

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

Melissa J. Sanchez

CFP®

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

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

Robert W. Baird & Co.

806 Sutton Drive
Eagle, WI 53119

Robert W. Baird & Co.

N17 W24222 Riverwood Drive.
Waukesha, WI 53188
(262) 523-5682

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