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81 Financial Planners in Wisconsin
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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

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

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

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
+ 1 More Address

Wegner Asset Management, LLC

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Madison, WI 53705
(608) 441-9711

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 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

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

Gregory S. Rademacher

CFP®, CFA

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.

Buttonwood Partners, Inc

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

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

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

William R. Sommers

CFP®

Financial Advisor

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

Financial Advisor serving Wisconsin and the surrounding communities.

Ameriprise Financial Services, LLC

13890 Bishops Dr, Ste 200
Brookfield, WI 53005-6611
(877) 304-1949
+1 More Number
(262) 797-8828 x235

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

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

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

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

Daniel J. Evans

CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning

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

MPPL Financial

2610 Stewart Avenue, Suite 100
Wausau, WI 54401
1-800-236-6775
+1 More Number
(715) 848-3474

Marilou Davido

CPA, CFP®, CDFA

Shareholder, Vice President

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

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

WFA Asset Management Corporation

633 E. Henry Clay Street, PO Box 170020
Whitefish Bay, WI 53217
(414) 727-8181
CONNECT WITH Marilou
  • linkedin link
  • youtube link

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

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

Daniel Bruce

MPAS™, CFP®

AVP, Advisor Technology Consultant

Specialties:

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

LPL FINANCIAL

7672 S. Mission Woods Court
Franklin, WI 53132
(414) 702-7420

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

Brian J. Konop

CFP®

Managing Director, Senior Financial Advisor

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

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

La Belle Vue Wealth Management

456 Lac la Belle Dr
Oconomowoc, WI 53066-1528
(262) 315-3250
CONNECT WITH Brian
  • linkedin link

Darren J. Liberski

CFP®, CRPC®, BFA™

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.

Intrua Financial

675 N Barker Rd, Ste 220
Brookfield, WI 53045-5915
(262) 798-7979

Brandin Arndt

CFP®

Specialties:

Financial Advisor serving Wisconsin and the surrounding communities.

951 Kimball Lane, Suite 104
Verona, WI 53593

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

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

W5109 County Road A
Elkhorn, WI 53121-2782
+ 1 More Address

SA Stone Wealth Management

33 E Racine St
Janesville, WI 53545
(866) 765-2423
+1 More Number
(608) 314-0990
CONNECT WITH Chad
  • facebook link
  • linkedin link
  • youtube link

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

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
+ 1 More Address

Financial Service Group, Inc.

4812 Northwestern Ave
Mount Pleasant, WI 53406
(800) 420-4500
CONNECT WITH Michael
  • facebook link
  • twitter link
  • linkedin link