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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

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

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.

N17 W24222 Riverwood Drive., Ste. 240
Waukesha, WI 53188

Robert W. Baird & Co.

806 Sutton Drive
Eagle, WI 53119
(262) 787-3224

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

David P. Jordan

CFP®, ChFC, CLU

Senior Financial Planner

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

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

Independent Wealth Management LLC dba Jordan Financial Life Planning

6123 Green Bay Rd, Ste 260
Kenosha, WI 53142
(866) 956-2252
(262) 656-1141

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

Gregory S. Rademacher

CFP®

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.

Buttonwood Partners, Inc

701 Deming Way, Suite 100
Madison, WI 53717
(800) 279-1776

Kevin M. Reardon

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.

Shakespeare Wealth Management, Inc.

N22W27847 Edgewater Dr, Ste 101
Pewaukee, WI 53072
(877) 814-1600
(262) 814-1600
CONNECT WITH Kevin
  • facebook link
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  • youtube link

Timothy S. O'Malley

CFP®

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

Financial Advisor serving Wisconsin and the surrounding communities.

N17W24222 Riverwood Dr, Ste 240
Waukesha, WI 53188
(800) 711-6127

Paula H. Hogan

CFP®, CFA

Owner/Founder

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

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

Hogan Financial Management LLC

250 W Coventry Ct, Ste 202
Milwaukee, WI 53217
(414) 352-9111
CONNECT WITH Paula
  • facebook link
  • twitter link
  • linkedin link

Douglas M. Gjerde

CFP®

Managing Partner

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

Financial Advisor serving Wisconsin and the surrounding communities.

Heritage Financial Partners

2021 S Webster Ave
Green Bay, WI 54301
(800) 435-8896
(920) 435-8436

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

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

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

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

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

Joann C. Fritz

CFP®

Investment Advisor & Financial Planner

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

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

Voyager Capital Management, LLC

875 Townline Rd, Ste 100
Lake Geneva, WI 53147
(800) 998-1013
(262) 348-9981

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

Tim A. Konicke

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

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

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

Michael P. Haubrich

CFP®

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 Ave
Mount Pleasant, WI 53406
(800) 420-4500
(262) 554-4500

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

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

15350 W National Ave, Ste 214
New Berlin, WI 53151
(262) 333-8353
CONNECT WITH Jeremy
  • facebook link
  • twitter link
  • linkedin link

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

Daniel J. Evans

CFP®

Vice President - Financial Planning

Specialties: Comprehensive Financial Planning

Financial Advisor serving Wisconsin and the surrounding communities.

Midwest Professional Planners, Ltd.

2610 Stewart Avenue, Suite 100
Wausau, WI 54401
1-800-236-6775
(715) 848-3474

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