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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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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

Brian H. Reamer

CFP®, CFS, CRS, CSA

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

Financial Advisor serving Wisconsin and the surrounding communities.

SVA Wealth Management

1221 John Q Hammons Dr
Madison, WI 53717
(608) 826-2123

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

W6240 Communication Ct, Ste 1
Appleton, WI 54914
(920) 731-4455

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.

N17 W24222 Riverwood Drive., Ste. 240
Waukesha, WI 53188

Robert W. Baird & Co.

806 Sutton Drive
Eagle, WI 53119
262-523-5682

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

Diane Byrne

CFP®

Specialties: Comprehensive Financial Planning, Asset Allocation, Estate Planning, Investment Management...More

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

W200S8609 Woods Rd
Muskego, WI 53150-9568

Michael L. Johnson

CFP®

Specialties: Comprehensive Financial Planning, Attending College, Banking, Investment Management,...More

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

Raymond James Financial Services, Inc.

500 Elm Grove Rd, Ste 108
Elm Grove, WI 53122
(262) 782-5900

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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Kelly L. Savatski

CFP®

Senior Portfolio Manager

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

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

Prairie Financial Group, A Division of Waukesha State Bank

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

Lee F. Courtright

CFP®, ChFC, RFC, AIF

Financial Adviser

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

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

Golden Sands Financial LLC

720 S Maple Bluff Ct
Stevens Point, WI 54482
(800) 531-5515
(715) 344-6300

Aaron T. Kowal

CFP®

Specialties: 401(k)/403(b)/IRAs, Asset Allocation, Career Change, Employee Benefits, Insurance,...More

Financial Advisor serving Wisconsin and the surrounding communities.

Kowal Investment Group, LLC

W238N1660 Busse Rd. Ste. 100, Ste 100
Waukesha, WI 53188
(262) 522-4040

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.

2450 Rimrock Rd, Ste 101
Madison, WI 53713-2914

N19W24075 Riverwood Dr
Waukesha, WI 53188-1170
(608) 442-3750

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

David Kutschenreuter

CFP®

Specialties:

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

Royal Alliance

15809 W National Ave
New Berlin, WI 53151-5120
(262) 901-1600

Jay Neary

CFP®

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

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

SVA Wealth Management

18650 W Corporate Dr, St 200
Milwaukee, WI 53045
(262) 923-5185
CONNECT WITH Jay
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Justin Moilanen

CFP®, RICP®

Specialties:

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

Financial Service Group, Inc.

4812 Northwestern Ave
Mount Pleasant, WI 53406-1504
(262) 554-4500

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

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

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 Ave
Mount Pleasant, WI 53406

Financial Service Group, Inc.

4812 Northwestern Avenue
Racine, WI 53406
(800) 420-4500
(262) 554-4500
CONNECT WITH Michael
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Mark J. Homan

CFP®

CFP

Specialties: Comprehensive Financial Planning, Investment Management

Financial Advisor serving Wisconsin and the surrounding communities.

1955

541 E Erie St, Unit 603
Milwaukee, WI 53202
(414) 702-7894

Jeremy Keil

CFP®, CFA®

Wealth 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
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Brittany Komorowski

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.

Charter Capital Management

13805 W Burleigh Rd
Brookfield, WI 53005-3058
(414) 257-3700
CONNECT WITH Brittany
  • linkedin link

Ben Smith

CFP®

Founder & Financial Planner

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

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

Cove Financial Planning, LLC

342 N. Water Street, Suite 600
Milwaukee, WI 53202

Cove Financial Planning, LLC

1500 Sherman Ave
Evanston, IL 60201
952-807-4060
CONNECT WITH Ben
  • facebook link
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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

Tom Wargin

CFP®, CFA

Vice President

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

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

Liberty Financial Group, Inc.

700 Pilgrim Pkwy, Ste 300
Elm Grove, WI 53122
(262) 785-1377

June Ann Schroeder

RN, CFP®

Personal Financial Planner

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

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

Liberty Financial Group, Inc.

700 Pilgrim Pkwy, Ste 300
Elm Grove, WI 53122-2063
(262) 785-1377

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 54911-5754

Northright Financial

100 W. Lawrence St. Ste 415
Appleton, WI 54911
9207399599 ext 3
CONNECT WITH Evan
  • linkedin link