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Carol L. Busche

CFP®

Private Wealth Advisor

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

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

Ameriprise Financial Services, Inc.

175 North Patrick Blvd, Ste 100
Brookfield, WI 53045
(262) 641-4100
CONNECT WITH Carol
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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
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Roy C. George

CFP®, CLU, ChFC, AEP

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

Financial Advisor serving Wisconsin and the surrounding communities.

Ameriprise Financial Services, Inc.

100 N Marquette Rd, Ste 100
Prairie Du Chien, WI 53821
(800) 316-5558
(608) 326-2552

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
(920) 743-3962

Laura S. Barry

CFP®

Senior Vice President

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
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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) 540-5590

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

Daniel G. Gibson

CFP®

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

Financial Advisor serving Wisconsin and the surrounding communities.

Wealth Enhancement Group

1221 John Q Hammons Dr
Madison, WI 53717
(608) 826-2322

John M. Scherer

CFP®, ChFC, CLU

President

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) 829-1010

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
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David P. Jordan

CFP®, ChFC, CLU

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 260
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

Jason R. Miller

CFP®

Financial Advisor

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

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

Diversified Management, Inc.

330 E. Kilbourn Ave., Tower 2
Milwaukee, WI 53202
(414) 292-1900

Gregory S. Rademacher

CFP®

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.

Buttonwood Partners, Inc

701 Deming Way, Suite 100
Madison, WI 53717
(800) 279-1776

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

5711 Broad St
Greendale, WI 53129-2403
(414) 529-5599

Douglas M. Gjerde

CFP®

Managing Partner

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

Financial Advisor serving Wisconsin and the surrounding communities.

Heritage Financial Partners

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

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

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, Inc.

740 Pilgrim Parkway, Suite 204
Elm Grove, WI 53122
(262) 784-9000
CONNECT WITH Shannon
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Andrea Bulen

CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Life Planning,...More

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

Shakespeare Wealth Management, LLC

Shakespeare Wealth Management, LLC, N22 W27847 Edgewater Drive, Suite 101
Pewaukee, WI 53072-5260
(262) 814-1600

Diane L. Esser

CFP®, CPA, RICP®

Founder/Financial Planner

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

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

Direction Financial Management, LLC

W177 N9856 Rivercrest Dr, Ste 214
Germantown, WI 53022
(414) 333-3396

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

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

Ryan Rink

CFP®

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
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Paul Borges

CFA, CFP®

Principal and Founder

Specialties: Comprehensive Financial Planning, Cross-border Planning, Asset Allocation, Investment...More

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

Borges Financial

Virtual
Brookfield, WI 53045
(262) 229-7193
CONNECT WITH Paul
  • 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, Inc.

3241A Business Park Dr
Stevens Point, WI 54482
(866) 544-6657
(715) 341-6657
CONNECT WITH Michael
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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.

Strategic Wealth Partners Group, LLC

1117 Cooper Hawk Drive
Burlington, WI 53105
(262) 767-0891

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.

N19W24075 Riverwood Dr, Ste 210
Waukesha, WI 53188-1170

2450 Rimrock Rd
Madison, WI 53713-2914
(608) 442-3750

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

Financial Service Group, Inc.

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