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80 Financial Planners in Wisconsin
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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

David A. Lenius

CLU, ChFC, CASL, CFP

President

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

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

Lenius Ins & Financial Services, Inc.

532 Jefferson St
Sturgeon Bay, WI 54235-2145
(888) 743-3962
+1 More Number
(920) 743-3962

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

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 Investment Services

790 N Water St, FL 11
Milwaukee, WI 53202
(414) 223-1454

Gregory S. Rademacher

CFP®, CFA

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.

Buttonwood Partners, Inc

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

Scott D. Heins

CFP®

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

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

IAG Wealth Partners, LLC

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

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

Bryan A. Johnson

CFP®

Director

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

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

Baird

1245 Corporate Center Dr
Oconomowoc, WI 53066
(262) 560-2807

Patricia A. Kiefer

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

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

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

N21 W23350 Ridgeview Pkwy
Waukesha, WI 53188
(262) 691-3200

Brooke Napiwocki

CFP®, MBA

Director, Senior Wealth Manager

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

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

Lido Advisors

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

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

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
+ 1 More Address

Financial Service Group, Inc.

4812 Northwestern Avenue
Racine, WI 53406
(800) 420-4500
+1 More Number
(262) 554-4500
CONNECT WITH Michael
  • facebook link
  • twitter link
  • linkedin link

Jeremy Keil

CFP®, CFA®

Financial Advisor

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

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

Keil Financial Partners

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

Sarah Knudson

CFP®

Specialties:

Financial Advisor serving Wisconsin and the surrounding communities.

Charles Schwab

305 S MOORLAND RD
Brookfield, WI 53005-1222
(262) 207-2677

Daniel J. Evans

CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning

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

MPPL Financial

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

Marilou Davido

CPA, CFP®, CDFA

Shareholder, Vice President

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

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

WFA Asset Management Corporation

633 E. Henry Clay Street, PO Box 170020
Whitefish Bay, WI 53217
(414) 727-8181
CONNECT WITH Marilou
  • linkedin link
  • youtube link

Brian Leben

CFP®

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

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

Midwest Wealth Solutions LLC

19575 Janacek Ct, 19575 Janacek Ct
Brookfield, WI 53045-7101
(414) 777-0700

Jonathan D. Wylie

CFP®, CLTC®

Sr. Wealth Advisor

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Investment Management, Retirement

Financial Advisor serving Wisconsin and the surrounding communities.

BCU Wealth Advisors, LLC

1558 N Thompson Rd
Sun Prairie, WI 53590-6117
(414) 795-9122
CONNECT WITH Jonathan
  • linkedin link

Ben Smith

CFP®

Founder & Financial Planner

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

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

Cove Financial Planning, LLC

342 N Water St, Ste 600
Milwaukee, WI 53202-5715
+ 1 More Address

Cove Financial Planning, LLC

1907 Wayzata Blnvd
Wayzata, MN 55391
952-807-4060
CONNECT WITH Ben
  • facebook link
  • twitter link
  • linkedin link
  • youtube link

David Kutschenreuter

CFP®

Specialties:

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

Osaic

15809 W National Ave
New Berlin, WI 53151-5120
(262) 901-1600

K Robert J. Batchelor

CFA, CFP®

CEO

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

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

Entasis Asset Management

200 S Executive Dr, Ste 101
Brookfield, WI 53005-4216
(844) 205-6911
+1 More Number
(262) 754-5292
CONNECT WITH K Robert
  • linkedin link

Thomas Kiernan

CFP®

Specialties:

Financial Advisor serving Wisconsin and the surrounding communities.

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

Lukas Barthel

CFP®

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.

North Star Resource Group

3855 S Griffin Ave
Milwaukee, WI 53207
2628807819
CONNECT WITH Lukas
  • facebook link
  • linkedin link

Christopher Gilmore

CFP® ChFC® RICP® CLU

Specialties:

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

Northwestern Mutual

11270 W Park Pl, Ste 100
Milwaukee, WI 53224-3624

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

Kirk R. Hackbarth

CFP®, CPA/PFS, MS

Wealth Advisor

Specialties: Charitable & Planned Giving, Estate Planning, Retirement

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

1117 Cooper Hawk Drive
Burlington, WI 53105
2624926732

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.

SA Stone Wealth Management

W5109 County Road A
Elkhorn, WI 53121-2782
+ 1 More Address

SA Stone Wealth Management

33 E Racine St
Janesville, WI 53545
(866) 765-2423
+1 More Number
(608) 314-0990
CONNECT WITH Chad
  • facebook link
  • linkedin link
  • youtube link