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82 Financial Planners in Wisconsin
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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

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

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

Scott D. Heins

CFP®

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

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

IAG Wealth Partners, LLC

N19W24200 Riverwood Dr, Ste 150
Waukesha, WI 53188
(262) 446-8150

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

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

Bryan A. Johnson

CFP®

Director

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

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

Baird

1245 Corporate Center Dr
Oconomowoc, WI 53066
(262) 560-2807

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 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

Brooke Napiwocki

CFP®, MBA

Director, Senior Wealth Manager

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

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

Lido Advisors

1333 W. Towne Square Road
Mequon, WI 53092
2623024893
CONNECT WITH Brooke
  • linkedin link

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

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

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

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

Ryan Rink

CFP®, EA, ChFC, CLTC

Financial Advisor

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

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

Shakespeare Wealth Management, LLC

N22 W27847 Edgewater Drive, Suite 101
Pewaukee, WI 53072-5260
(262) 814-1600
CONNECT WITH Ryan
  • facebook link
  • twitter link
  • linkedin link
  • youtube 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

Kelsey E. Wagner

CFP®

Wealth Adviser

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

Financial Advisor serving Wisconsin and the surrounding communities.

PJS Investment Management

W62N570 Washington Ave
Cedarburg, WI 53012-1926
(262) 377-0484
CONNECT WITH Kelsey
  • 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

Abigail L. Grodecki

CFP®, BFA®, APMA®

Managing Partner

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

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

1433 N Water St, Ste 400
Milwaukee, WI 53202-2603
(414) 260-5581
CONNECT WITH Lukas
  • facebook link
  • 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

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

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Madison, WI 53705
+ 1 More Address

Wegner Asset Management, LLC

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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

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