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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

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

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

Vernon C. Sumnicht

MBA,CFP®

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

Financial Advisor serving Wisconsin and the surrounding communities.

Sumnicht & Associates, LLC

5485 W. Grande Market Drive, Suite D
Appleton, WI 54913
(920) 731-4455

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

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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  • 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

Robert L. Riedl

CFP®, CPA, AWMA®

CEO & Director of Wealth Management

Specialties: Arbitration & Mediation, Budget & Debt Management, Comprehensive Financial Planning,...More

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

Endowment Wealth Management, Inc.

Corp Headquarters, W6272 Communication Ct
Appleton, WI 54914-8531
(920) 785-6010

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

Justus Morgan

CFP®, EA, RICP®

Financial Planner

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

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

Financial Service Group, Inc.

4812 Northwestern Ave
Mount Pleasant, WI 53406
(800) 420-4500
+1 More Number
(262) 554-0923
CONNECT WITH Justus
  • linkedin 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

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

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

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

N35 W23877 Highfield Ct, Ste 200
Pewaukee, WI 53072
(262) 691-3200

Brooke Napiwocki

CFP®, MBA

Wealth Advisor & Partner

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

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

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

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

Brian D. Behl

CFP®

Founder and Financial Planner

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

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

Behl Wealth Management

524 Milwaukee St, Suite 325
Delafield, WI 53018
262-275-4025
CONNECT WITH Brian
  • facebook link
  • linkedin link

Brittany Falkner

CFP®, EA

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

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

Boardwalk Financial Strategies LLC.

128 Cottonwood Ave
Hartland, WI 53029-2015
(414) 858-7817
CONNECT WITH Brittany
  • linkedin 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

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®

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

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

Marie Schuett

CFP®, EA

Financial Advisor

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.

Entirement Financial Planning, LLC

Virtual
Watertown, WI 53098
(262) 207-4353
CONNECT WITH Marie
  • facebook link
  • linkedin link

Andrew Scott Polzin

CFP®

Associate Advisor

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

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

Behl Wealth Management

524 Milwaukee Street, Suite 325
Delafield, WI 53018
(262) 275-4025
CONNECT WITH Andrew
  • linkedin link

Michael E. Smith

CFP®, MSFS

Senior Financial Advisor

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

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

Ameriprise Financial Services, LLC

3241A Business Park Dr
Stevens Point, WI 54482
(866) 544-6657
+1 More Number
(715) 341-6657
CONNECT WITH Michael
  • facebook link
  • linkedin link

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

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
+ 1 More Address

Wegner Asset Management, LLC

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Middleton, WI 53562