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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

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

Thomas F. Koss

CFP®, AAMS

Financial Advisor

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

Financial Advisor serving Wisconsin and the surrounding communities.

Ameriprise Financial Services, Inc.

730 Fifth Ave
Antigo, WI 54409
(715) 623-3036

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

Wayne S. Wulf

CFP®, ChFC

Financial Advisor

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.

Ameriprise Financial Services, Inc.

710 N Main St, Ste 205
River Falls, WI 54022
(715) 426-1800

John A. Mlekoday

CFP®

Specialties: Estate Planning, Investment Management, Retirement, Stocks & Bonds

Financial Advisor serving Wisconsin and the surrounding communities.

Wealth Management Company at Northwestern Mutual

7621 North Van Dyke Road
Fox Point, WI 53217
(414) 507-4840

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

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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Middleton, WI 53562

Wegner Asset Management, LLC

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Madison, WI 53705
(608) 441-9711
(608) 441-9711

Thomas G. Gaertner

CFP®

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

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

Robert W. Baird & Co.

N17 W24222 Riverwood Drive, Ste 240
Waukesha, WI 53188
(262) 523-5690
CONNECT WITH Thomas
  • 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

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

Scott D. Grittinger

CFP®

Managing Partner

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

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

McCarthy Grittinger Financial Group LLC

125 S 84th St, Ste 130
Milwaukee, WI 53214
(414) 475-1369

Luke D. Kuchenberg

CFP®,

Founding Partner

Specialties: Estate Planning, Investment Management, Insurance, Retirement

Financial Advisor serving Wisconsin and the surrounding communities.

FORM Wealth, LLC

431 Geneva National Ave S
Lake Geneva, WI 53147
(262) 203-3437

Eric D. Raether

CLU, CFP®

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.

Northwestern Mutual Wealth Management Company

8215 Greenway Blvd, Ste 520
Middleton, WI 53562-3685
(608) 662-9018
CONNECT WITH Eric
  • facebook link
  • 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

Allan J. Haupert

CFP®, CPA, MBA

Principal

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.

AJH Wealth Management

13890 Bishop's Dr., Suite 405
Brookfield, WI 53005
(414) 763-3867
CONNECT WITH Allan
  • linkedin link

Donna J. Murr

CFP®, CDFA

Relationship Manager

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

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

Orgel Wealth Management, LLC

2420 Rivers Edge Drive
Altoona, WI 54720
(715) 858-7716

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

933 N. Mayfair Rd, Suite 301
Wauwatosa, WI 53226
(414) 433-8100 x104
CONNECT WITH Susan
  • linkedin link

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

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

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

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

Cindy Storm Fischer

CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning, Attending College, Asset Allocation, Estate Planning,...More

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

Storm Fischer Investment Group LLC

16655 W Wisconsin Ave, Ste 105
Brookfield, WI 53005
(262) 796-8400

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

Arthur S. Rothschild

CFP®

Vice President

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

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

Landaas & Company

411 E Wisconsin, Ste 2000
Milwaukee, WI 53202
(414) 223-1099

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

Jeremy Keil

CFP®

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

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

Thrivent Financial

W188S7820 Racine Ave., Suite 200
Muskego, WI 53150
(262) 333-8353
CONNECT WITH Jeremy
  • facebook link
  • twitter link
  • linkedin link

R. Philip Petrowski

CFP®

Senior Partner

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

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

Blackhorn Partners

10 E Doty St, Ste 800
Madison, WI 53703
(608) 620-3775
CONNECT WITH R. Philip
  • facebook link
  • twitter link
  • linkedin link

Dale M. Krause

CFP®

Medicaid Planning Specialist - Medicaid and Veterans Benefits

Specialties: Long-term Care

Financial Advisor serving Wisconsin and the surrounding communities.

Dale M Krause, Inc

1234 Enterprise Dr
DePere, WI 54115
(866) 605-7437
(866) 605-7437