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79 Financial Planners in Wisconsin
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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

Laura S. Barry

CFP® CeFT®

Managing Director

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

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

Wealthspire Advisors

330 E Kilbourn Ave, Ste 1219
Milwaukee, WI 53202-6620
(414) 509-1318
CONNECT WITH Laura
  • linkedin link

Rebekah Allison

CFP®

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

Financial Advisor serving Wisconsin and the surrounding communities.

Allison & Company Financial Counselors

207 E BUFFALO ST, Ste 553
MILWAUKEE, WI 53202
(414) 299-8434

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

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

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.

Nelson & Associates

700 3rd St. N., Suite 201
La Crosse, WI 54601
(866) 406-4354
+1 More Number
(608) 782-8410

Bruce H. Melling

CPA, PFS, CFP®

Financial Advisor

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
+1 More Number
(866) 578-0900

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

R. Philip Petrowski

CFP®

Senior Partner

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

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

Blackhorn Partners

7800 Discovery Dr, STE 300
Middleton, WI 53562
(608) 620-3775
CONNECT WITH R. Philip
  • facebook link
  • twitter link
  • linkedin link

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

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

Douglas M. Gjerde

CFP®

Managing Partner

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

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

Heritage Financial Partners

2021 S Webster Ave
Green Bay, WI 54301
(800) 435-8896
+1 More Number
(920) 435-8436

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

Shannon M. Lutze

CFP®, CRPC®

Financial Advisor

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

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

Ameriprise Financial Services, LLC

18200 W Capitol Dr, Suite 203
Brookfield, WI 53045
(262) 784-9000
CONNECT WITH Shannon
  • facebook link
  • linkedin link

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

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
+ 1 More Address

2920 Marketplace Dr
Fitchburg, WI 53719-5339
(608) 442-3750

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

Richard N. Dallen

CFP®, CMFC, MBA

Senior Financial Advisor

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

Financial Advisor serving Wisconsin and the surrounding communities.

Ameriprise Financial Advisors

18000 W Farah Ln, Ste 230
Brookfield, WI 53045
(262) 754-9444 x101

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

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

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
+ 1 More Address

Northright Financial

100 W Lawrence St
Appleton, WI 54911-5754
9207399599 ext 3
CONNECT WITH Evan
  • linkedin 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

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

Brian J. Konop

CFP®

Founder, Wealth Advisor

Specialties: Comprehensive Financial Planning

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

La Belle Vue Wealth Management &Partners

141 E Wisconsin Ave, Ste A
Oconomowoc, WI 53066-6833
(262) 315-2686
CONNECT WITH Brian
  • facebook link
  • 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

Cindy Fischer

CFP®

Financial Advisor

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

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

Storm Fischer Investment Group

16655 W Wisconsin Ave, Ste 105
Brookfield, WI 53005
(262) 796-8400

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

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 Avenue
Racine, WI 53406
+ 1 More Address

Financial Service Group, Inc.

4812 Northwestern Ave
Mount Pleasant, WI 53406
(800) 420-4500
CONNECT WITH Michael
  • facebook link
  • twitter link
  • 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