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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

Mark W. Feucht

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.

Feucht Financial Group, LLC

N6687 Wrightway Dr
Fond Du Lac, WI 54937
(920) 921-6288

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

Christina M. Olson

CFP®

Owner

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

Financial Advisor serving Wisconsin and the surrounding communities.

Christina M Olson Financial Planning

W19944 Hoff Ln
Arcadia, WI 54612
(608) 525-9818

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

Jason R. Miller

CFP®

Financial Advisor

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

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

Diversified Management, Inc.

330 E. Kilbourn Ave., Tower 2
Milwaukee, WI 53202
(414) 292-1900

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

Kevin M. Reardon

CFP®

President

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

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

Shakespeare Wealth Management, LLC

N22 W27847 Edgewater Drive, Suite 101
Pewaukee, WI 53072
(262) 814-1600
CONNECT WITH Kevin
  • facebook link
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Laura L. Wilcox

MS, CFP®

Financial Planner

Specialties: Comprehensive Financial Planning, Investment Management, Life Planning, Nontraditional...More

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

Financial Planning Center for Women

5711 Broad St
Greendale, WI 53129-2403
(414) 529-5599

Paula H. Hogan

CFP®, CFA

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

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

Creative Planning

250 W Coventry Ct, Ste 202
Milwaukee, WI 53217
(414) 352-9111
CONNECT WITH Paula
  • facebook link
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Lee F. Courtright

CFP®, ChFC, RFC, AIF

Financial Adviser

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

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

Golden Sands Financial LLC

720 S Maple Bluff Ct
Stevens Point, WI 54482
(800) 531-5515
(715) 344-6300

Michelle Slawny

CFP®

Private Wealth Advisor

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

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

U.S. Bank

1 S. Pinckney St, Suite 200
Madison, WI 53707
(888) 265-7962
(608) 252-4153

Mark Ziety

CFP®

Executive Director

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

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

PO Box 1109
Madison, WI 53701-1109
(608) 442-3750

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
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  • youtube 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

707 Cobblestone Lane
Kimberly, WI 54136
(920) 560-5660

Robert Schneider

CFP®, RICP®

Wealth Advisor

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

Financial Advisor serving Wisconsin and the surrounding communities.

Johnson Financial Group

100 E Wisconsin Avenue, Suite 2400
Milwaukee, WI 53202
(414) 291-4508

Jason S. Lacey

CFA, CFP®

Executive Vice President

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

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

PJS Investment Management

PO Box 148
Cedarburg, WI 53012
(262) 377-0484

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

7001 W Edgerton Ave
Greenfield, WI 53220
(414) 235-5844
CONNECT WITH Theodore
  • linkedin link

Brooke Napiwocki

CFP®, MBA

Wealth Advisor

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

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

Pegasus Partners Ltd.

1333 W. Towne Square Road
Mequon, Wisconsin 53092
2623024893
CONNECT WITH Brooke
  • linkedin link

Justin Moilanen

CFP®, RICP®

Specialties:

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

Financial Service Group, Inc.

4812 Northwestern Ave
Mount Pleasant, WI 53406-1504
(262) 554-4500

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

10401 W. Innovation Drive, Ste 100
Wauwatosa, WI 53226
(414) 390-1490

Michael P. Haubrich

CFP®, CSA®

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

Financial Service Group, Inc.

4812 Northwestern Avenue
Racine, WI 53406
(800) 420-4500
(262) 554-4500
CONNECT WITH Michael
  • facebook link
  • twitter link
  • linkedin link

Tatiana A. Dickey

CFP®

Premier Financial Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Annuities, Buying a Home,...More

Financial Advisor serving Wisconsin and the surrounding communities.

BMO Investment Services

4726 E Towne Blvd
Madison, WI 53704
(608) 242-5872
CONNECT WITH Tatiana
  • linkedin link

Derek Notman

CFP®

Founder

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

Financial Advisor serving Wisconsin and the surrounding communities.

Intrepid Wealth Partners

999 Fourier Dr, Ste 300
Madison, WI 53717-2914
(855) 497-8737
CONNECT WITH Derek
  • facebook link
  • linkedin link

Mei-Lyn Nelson

CFP®, CPA, MBA

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

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

Nelson Financial Group, Inc

445 Prospect Dr
Brookfield, WI 53005
(800) 649-7526
(262) 814-1000

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

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