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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

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
  • linkedin link

Jeffrey R. Esker

CFP®

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

Financial Advisor serving Wisconsin and the surrounding communities.

Ameriprise Financial Services, Inc.

425 W Water St, Ste 250
Appleton, WI 54911-6066
(920) 955-7788

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

Laura S. Barry

CFP®

Director / Advisor

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

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

Bronfman Rothschild

2333 N 70th
Wauwatosa, WI 532131319
(414) 509-1318

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

T. Jay Jones

CFP®

Specialties: Charitable & Planned Giving, Estate Planning, Investment Management, Retirement, Special...More

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

Ringenberg Financial Group

1000 Lake Shore Dr W
Ashland, WI 54806
(715) 682-3430

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

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 Plumb Wealth Management

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

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

Bruce H. Melling

CPA, PFS, CFP®

President

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

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

Bruce H. Melling, CPA, PFS, CFP®

37424 128th St
Twin Lakes, WI 53181
(866) 578-0900
(866) 578-0900

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

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

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

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

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

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

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

Mark Ziety

CFP®

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.

Shakespeare Wealth Management, Inc.

N22 W27847 Edgewater Dr, Ste 101
Pewaukee, WI 53072
(877) 814-1600
(262) 814-1600

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

William R. Sommers

CFP®

Financial Advisor

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

Financial Advisor serving Wisconsin and the surrounding communities.

Ameriprise Financial Services, Inc.

13890 Bishops Dr, Ste 200
Brookfield, WI 53005-6611
(877) 304-1949
(262) 797-8828 x235

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

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

Samuel Kruschel

CFP®, CRPC®, ChFC®

Financial Advisor

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

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

Hogan Financial

250 West Coventry Ct., Suite 202
Milwaukee, WI 53217
(414) 352-9111

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.

LPL Financial c/o PyraMax Bank

9000 W Drexel Ave
Franklin, WI 53132
(414) 235-5844
CONNECT WITH Theodore
  • linkedin link

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

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

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

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