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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

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 54911-6066
(920) 955-7788

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

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

Vicki Lublin

CFP®

Owner/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.

Financial Matters

W375 N7847 Tamarack Dr
Oconomowoc, WI 53066
(262) 468-4865

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

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

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.

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

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

10 E Doty St, Ste 800
Madison, WI 53703
(608) 620-3775
CONNECT WITH R. Philip
  • facebook link
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John W. Litscher

CFP®, CRPC, AWMA

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.

The Capital Group At Lincoln Financial Advisors

406 Science Dr, Suite 310
Madison, WI 53711-1068
(608) 268-5100

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

SA Stone Wealth Management

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

Kelly L. Savatski

CFP®

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

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

Prairie Trust

PO Box 648
Waukesha, WI 53187-0648
(262) 522-7400

Arthur S. Rothschild

CFP®

Vice President

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving,...More

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

Landaas & Company

411 E Wisconsin, Ste 2000
Milwaukee, WI 53202
(414) 223-1099

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

Luke D. Kuchenberg

CFP®,

Founding Partner

Specialties: Estate Planning, Investment Management, Insurance, Retirement

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

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

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, WI 53092
2623024893
CONNECT WITH Brooke
  • linkedin link

Andrew Weyker

CFP®, CLTC

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.

Ameriprise Financial

W6228 Communication Ct.
Appleton, WI 54914
(920) 731-0324
CONNECT WITH Andrew
  • facebook link
  • 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

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

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 54403
(715) 842-2703

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
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Thomas A. Haunty

CFP®, REBC,RHU,CHFC

Senior Partner

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

2945 Triverton Pike Dr, Ste 200
Madison, WI 53711
(608) 271-9100

Jonathan D. Wylie

CFP®

Financial Advisor

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

Financial Advisor serving Wisconsin and the surrounding communities.

BCU Wealth Advisors, LLC

3020 S 48th St
Milwaukee, WI 53219-3305
(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

Cove Financial Planning, LLC

1650 W End Blvd
Minneapolis, MN 55416-5369
952-807-4060
CONNECT WITH Ben
  • facebook link
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  • youtube link

Abigail L. Grodecki

CFP®

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

Financial Advisor serving Wisconsin and the surrounding communities.

Ameriprise Financial

2501 W Beltline Hwy, Suite 301
Madison, WI 53713
(608) 819-0510
CONNECT WITH Abigail
  • linkedin link