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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 Contact Me

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 Contact Me

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
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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
Contact Me

Aaron V. Cross

CPA, CFP®

Senior Financial Advisor

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

Financial Advisor serving Wisconsin and the surrounding communities.

BMO Harris Financial Advisors, Inc.

111 E Kilbourn Ave, Ste 200
Milwaukee, WI 53202
(414) 223-1454 Contact Me

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
Contact Me

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 Contact Me

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 Contact Me

Jose R. Freyre

MBA, CFP®

President

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

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

Monarch Wealth Management

1200 N Mayfair Rd, Ste 210
Milwaukee, WI 53226
(414) 935-4900 X1 Contact Me

Grace F. Rossman

CFP®

Financial Associate

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

Financial Advisor serving Wisconsin and the surrounding communities.

Thrivent Financial

50 S Madison
Sturgeon Bay, WI 54235
(920) 743-9143 Contact Me

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.

16655 W Bluemound Rd, Ste 150
Brookfield, WI 53005
(262) 787-3224 Contact Me

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
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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 Contact Me

Brian H. Reamer

CFP®, CFS, CRS, CSA

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

Financial Advisor serving Wisconsin and the surrounding communities.

SVA Plumb Wealth Management

1221 John Q Hammons Dr
Madison, WI 53717
(608) 826-2123 Contact Me

Gregory G. Brown

CFP®

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

Financial Advisor serving Wisconsin and the surrounding communities.

Focus Financial

510 Alderson St
Schofield, WI 54476
(715) 581-4456 Contact Me

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 Contact Me

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 Contact Me

James N. Thomas

CFP®

President

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

Financial Advisor serving Wisconsin and the surrounding communities.

Thomas Financial Planning

5738 S Black Oak Lake Rd
Land O Lakes, WI 54540-9746
(715) 547-3667 Contact Me

Mark A. Engles

CFP®, MBA

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

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

Ameriprise Financial Services, Inc.

1331 North Rd, Ste 100
Green Bay, WI 54313
(920) 593-6880 Contact Me

Anthony R. Pizzo

CFP®, CRPC

Senior Financial Advisor

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

Financial Advisor serving Wisconsin and the surrounding communities.

Ameriprise Financial Services, Inc.

446 Westhill Blvd
Appleton, WI 54914-5715
(800) 236-8669
(920) 731-1758
Contact Me

Kathleen Dougherty-Klein

CFP®

Consultant/Portfolio Manager

Specialties: Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management,...More

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

Park Place Capital Management Inc.

11270 West Park Pl, Ste 1050
Milwaukee, WI 53224
(414) 359-1000 Contact Me

Mark J. Homan

CFP®

CFP

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

Financial Advisor serving Wisconsin and the surrounding communities.

Diversified Management, Inc.

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

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 Contact Me

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
Contact Me

John J. Barrett, Sr.

CFP®, CLU®, ChFC®,

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

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

Northwestern Mutual Financial Network

330 E Kilbourn Ave Suite 950
Milwaukee, WI 53202-6630
(414) 203-6018 Contact Me

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
Contact Me

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
Contact Me

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 Contact Me

Theodore G. Baer

CFP®, CIMA®, MBA

Investment Advisor Representative

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

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

MassMutual Financial Group

9000 W Chester St, Suite 100
Milwaukee, WI 53214
(414) 615-4931
CONNECT WITH Theodore
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Shannon M. Lutze

CFP®, CRPC®

Financial Advisor

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

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

Ameriprise Financial Services, Inc.

740 Pilgrim Parkway, Suite 204
Elm Grove, WI 53122
(262) 784-9000
CONNECT WITH Shannon
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