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Kathleen M. Schmidt

CFP®, CRPC®

Private Wealth Advisor

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

Financial Advisor serving Wisconsin and the surrounding communities.

Ameriprise Financial Services, Inc.

721 Main Ave
De Pere, WI 54115
(920) 964-0070 Contact Me

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 Contact Me

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 Contact Me

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
(920) 955-7788 Contact Me

Kevin P. Ellis

CFP®, CPA

President

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

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

Kyle Financial Services

10850 W. Park Place, Suite 500
Milwaukee, WI 53224
(414) 359-2020 x17 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

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

Bradly E. Potter

CFP® CPA

Specialties: Comprehensive Financial Planning, Business Taxes, Estate Planning, Employee Benefits,...More

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

Andrea & Orendorff

6300 76th St, Suite 200
Kenosha, WI 53142
(262) 657-7716 Contact Me

F. Michael Arnow

CFP®, CPA

Senior Director of Financial Planning

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

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

SJA Financial Advisory, LLC

111 Heritage Reserve, Ste 100
Menomonee Falls, WI 53051
(414) 390-1490 Contact Me

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 Contact Me

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
Contact Me

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 Contact Me

Paul Serdysnki

CFP®

Financial Planner

Specialties:

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

Freedom Wealth Alliance

675 N Barker Road Ste 220
Brookfield, WI 53045
(262) 798-7979 Contact Me

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
Contact Me

Chad J. Karl

CFP®

Certified Financial Planner

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

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

WRP Investments

33 E Racine St
Janesville, WI 53545
(866) 765-2423
(608) 758-2222
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

Scott D. Heins

CFP®

Financial Advisor

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

Financial Advisor serving Wisconsin and the surrounding communities.

Investors Advisory Group, LLC

N19W24200 Riverwood Dr, Ste 150
Waukesha, WI 53188
(262) 446-8150 Contact Me

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 Contact Me

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 Contact Me

Todd M. Schober

CFP®, CLU, ChFC

Vice President

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

Financial Advisor serving Wisconsin and the surrounding communities.

Johnson Financial Group

555 Main Street, Ste 220
Racine, WI 53403
(262) 619-2845 Contact Me

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
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

Liz Pollock

MBA, CFP®, CLU, CLTC

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

Financial Advisor serving Wisconsin and the surrounding communities.

Affordable Health and More, LLC

2605 S Calhoun Rd, Unit 108
New Berlin, WI 53151
(262) 439-9867 Contact Me

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 54402-6098
(715) 842-2703 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

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

John R. Chandler

CFP®

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

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

AXA Advisors

111 E Kilbourn Ave, Suite 800
Milwaukee, WI 53202
(414) 278-1515 Contact Me

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
Contact Me

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 53181-9246
(866) 578-0900
(866) 578-0900
Contact Me

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
  • linkedin link
  • youtube link
Contact Me