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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

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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Middleton, WI 53562
+ 1 More Address

Wegner Asset Management, LLC

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Madison, WI 53705
(608) 441-9711

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

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
+ 1 More Address

Robert W. Baird & Co.

806 Sutton Drive
Eagle, WI 53119
262-523-5682

John M. Scherer

CFP®, ChFC, CLU

President, Founder

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) 999-4049 ext. 101

David P. Jordan

CFP®, ChFC

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 200
Kenosha, WI 53142
(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
+1 More Number
(262) 787-3232

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
  • twitter link
  • linkedin link
  • youtube link

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

33 E Racine St
Janesville, WI 53545
+ 1 More Address

SA Stone Wealth Management

W5109 County Road A
Elkhorn, WI 53121-2782
(866) 765-2423
+1 More Number
(608) 758-2222
CONNECT WITH Chad
  • facebook link
  • linkedin link
  • 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

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

4810 S. 76th Street #205
Greenfield, WI 53220
(414) 529-5599

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

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
+1 More Number
(715) 344-6300

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

Michael G. Morrone

CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning

Financial Advisor serving Wisconsin and the surrounding communities.

Ameriprise Financial Services, LLC

5027 Green Bay Road, Suite 106
Kenosha, WI 53144
(262) 656-3006

Luke D. Kuchenberg

CFP®,

Founding Partner

Specialties: Estate Planning, Investment Management, Insurance, Retirement

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

FORM Wealth, LLC

431 Geneva National Ave S
Lake Geneva, WI 53147
262-686-3005

Andrea Bulen

CFP®

Financial Advisor

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

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

Shakespeare Wealth Management, LLC

Shakespeare Wealth Management, LLC, N22 W27847 Edgewater Drive, Suite 101
Pewaukee, WI 53072-5260
(262) 814-1600

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, LLC

13890 Bishops Dr, Ste 200
Brookfield, WI 53005-6611
(877) 304-1949
+1 More Number
(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

Allan J. Haupert

CFP®, MBA, CPA

Registered Principal

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.

AJH Wealth Management

13890 Bishops Dr., Suite 220
Brookfield, WI 53005
(414) 763-3867
CONNECT WITH Allan
  • 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

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

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

Jason Krueger

CFP®, CRPC®, APMA®

Financial Planner

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.

Ameriprise Financial

2923 Marketplace Dr, Ste 100
Fitchburg, WI 53719-5320
(608) 733-3690
CONNECT WITH Jason
  • facebook link
  • linkedin link

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

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.

2920 Marketplace Dr, Ste 103
Fitchburg, WI 53719-5339
+ 1 More Address

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

Evan Henderson

CFP®

Specialties: Comprehensive Financial Planning

Financial Advisor serving Wisconsin and the surrounding communities.

Northright Financial

100 W Lawrence St, Ste 415
Appleton, WI 54911-5754
+ 1 More Address

Northright Financial

100 W. Lawrence St. Ste 415
Appleton, WI 54911
9207399599 ext 3
CONNECT WITH Evan
  • linkedin link

Chad Whitzel

CFP®, AFC®

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

Financial Advisor serving Wisconsin and the surrounding communities.

Remote
Madison, WI 53711