Find a Financial Planner in
Within of
83 Financial Planners in Wisconsin
drop-arrowMore Filters
Within of
Languages ASL Cantonese Dutch English French

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

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

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

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

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

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.

Waukesha State Bank Wealth Management

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

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

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

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

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

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

Jason S. Lacey

CFA, CFP®, AEP®

Executive Vice President

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

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

PJS Investment Management

PO Box 148
Cedarburg, WI 53012
(262) 377-0484

Theodore G. Baer

CFP®, CIMA®, MBA

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

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

Next Level Planning & Wealth Management

325 N Corporate Dr, Ste 100
Brookfield, WI 53045-5828
(262) 432-9262
CONNECT WITH Theodore
  • facebook link
  • twitter link
  • linkedin link

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

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

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

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

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

Tyler McConville

CFP®, TPCP®, ChFC®

Private 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.

The Capital Group

406 Science Drive, Suite 310
Madison, WI 53711
(608) 268-5100
CONNECT WITH Tyler
  • facebook link
  • linkedin link

Olivia H. Stoll

CFP®, ChFC®

Financial Planning Senior Associate

Specialties:

Financial Advisor serving Wisconsin and the surrounding communities.

Heck Capital Advisors

15 E Anderson St
Rhinelander, WI 54501
(715) 361-1500

Brandin Arndt

CFP®

Specialties:

Financial Advisor serving Wisconsin and the surrounding communities.

951 Kimball Lane, Suite 104
Verona, WI 53593

Zachary John Lindsley

CFP®

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

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

Baird

1245 Corporate Center Dr
Oconomowoc, WI 53066-4836
(262) 560-2806
CONNECT WITH Zachary
  • linkedin link

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

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.

806 Sutton Drive
Eagle, WI 53119
+ 1 More Address

Robert W. Baird & Co.

N17 W24222 Riverwood Drive.
Waukesha, WI 53188
(262) 523-5682

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

-----
Madison, WI 53705
+ 1 More Address

Wegner Asset Management, LLC

-----
Middleton, WI 53562

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