Financial advisors in Brookfield, WI

103 match · page 3 of 4

Kevin Trecek
Financial advisor at Annex Wealth Management, LLC
Annex Wealth Management, LLC · $8.05B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kiersten Brennan
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Lynn Magner
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Marcus Melnarik
Financial advisor at Mariner
Mariner · $125.41B AUM
CFP®VerifiedFinancial planning
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Margaret Spada
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Mark Duetsch
Financial advisor at Mariner
Mariner · $125.41B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Mark Thompson
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Matthew Kons
Financial advisor at Bkm Wealth Management
Bkm Wealth Management · $651.8M AUM
CFP®VerifiedFinancial planning
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Matthew Krenke
Financial advisor at Annex Wealth Management, LLC
Annex Wealth Management, LLC · $8.05B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Matthew Logue
Financial advisor at Mariner
Mariner · $125.41B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Mei-Lyn Nelson
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Halvey
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
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Michael Kirk
Financial advisor at Annex Wealth Management, LLC
Annex Wealth Management, LLC · $8.05B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael McKillip
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Murtos
Financial advisor at Annex Wealth Management, LLC
Annex Wealth Management, LLC · $8.05B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Nicholas Larson
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
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Patricia Kiefer
Financial advisor at Review Services Inc
Review Services Inc · $227.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Paul Borges
Financial advisor at Borges Financial
Borges Financial
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Paul Pretti
Financial advisor at Packerland Brokerage Services, Inc.
Packerland Brokerage Services, Inc. · $1.36B AUM
CFP®VerifiedFinancial planning
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Peter Kult
Financial advisor at Kult Wealth Management Group, LLC
Kult Wealth Management Group, LLC · $135.1M AUM
CFP®Verified
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Rachel Panasuk
Financial advisor at RBC Capital Markets, LLC
RBC Capital Markets, LLC · $310.43B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Rebecca Posig
Financial advisor at Annex Wealth Management, LLC
Annex Wealth Management, LLC · $8.05B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Reed Albinger
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Richard Dallen
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Rick Napholz
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Robert Allbright
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Robert Henry
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ryan Komas
Financial advisor at Annex Wealth Management, LLC
Annex Wealth Management, LLC · $8.05B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ryan Moran
Financial advisor at Highland Investment Advisors LLC
Highland Investment Advisors LLC · $368.3M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Samuel Harmeyer
Financial advisor at Annex Wealth Management, LLC
Annex Wealth Management, LLC · $8.05B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Brookfield, WI

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Brookfield, WI.

How this list works

Before you hire an advisor in Brookfield, WI