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84 Financial Planners in Wisconsin
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Mark W. Feucht

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.

Feucht Financial Group, LLC

N6687 Wrightway Dr
Fond Du Lac, WI 54937
(920) 921-6288

Vicki Lublin

CFP®

Owner/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.

Financial Matters

W375 N7847 Tamarack Dr
Oconomowoc, WI 53066
(262) 468-4865

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

Paul A. Block

CLU, ChFC, CFP®

Financial Planner

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

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

Nelson & Associates

700 3rd St. N., Suite 201
La Crosse, WI 54601
(866) 406-4354
+1 More Number
(608) 782-8410

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

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

Aaron V. Cross

CPA, CFP®

Senior Financial Advisor

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home,...More

Financial Advisor serving Wisconsin and the surrounding communities.

BMO Investment Services

790 N Water St, FL 11
Milwaukee, WI 53202
(414) 223-1454

Cody G. Mares

CFP®, APMA®, MSFS

Financial Advisor

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Buying...More

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

Elluvuim Financial

W6416 Greenville Dr
Greenville, WI 54942-9633
(888) 332-8544
+1 More Number
(920) 993-2264

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

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

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

Tyson Jon Ray

CFP®

Specialties:

Financial Advisor serving Wisconsin and the surrounding communities.

FORM Wealth, LLC

431 Geneva National Ave S
Lake Geneva, WI 53147
(262) 686-3005

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

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

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

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

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

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

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

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

Jason Krueger

CFP®, CRPC®, APMA®

Financial Planner

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

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

Ameriprise Financial

2923 Marketplace Dr, Ste 100
Fitchburg, WI 53719-5320
(608) 733-3690
CONNECT WITH Jason
  • 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

Brian J. Konop

CFP®

Managing Director, Senior Financial 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.

La Belle Vue Wealth Management

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

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

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