Financial advisors in Brookfield, WI

536 advisors · page 2 of 18

Daniel Glaser
Financial advisor at Charter Capital Management, Inc
Bluespring Wealth Management, LLC · $5.43B AUM
CFP®VerifiedFinancial planning
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David Panitzke
Financial advisor at Annex Wealth Management, LLC
Annex Wealth Management, LLC · $8.05B AUM
CFP®VerifiedFinancial planning
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David Spano
Financial advisor at Annex Wealth Management, LLC
Annex Wealth Management, LLC · $8.05B AUM
CFP®VerifiedFinancial planning
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Donald Mathias
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
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Eric Strom
Financial advisor at Annex Wealth Management, LLC
Annex Wealth Management, LLC · $8.05B AUM
CFP®VerifiedFinancial planning
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Frederick Coleman
Financial advisor at Annex Wealth Management, LLC
Annex Wealth Management, LLC · $8.05B AUM
CFP®VerifiedFinancial planning
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Gary Dunco
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
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Gordon Frater
Financial advisor at Mariner
Mariner · $125.41B AUM
CFP®VerifiedFinancial planning
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Granthem Beck
Financial advisor at Annex Wealth Management, LLC
Annex Wealth Management, LLC · $8.05B AUM
CFP®VerifiedFinancial planning
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Ismael Cardenas
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
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Jacob Galante
Financial advisor at Annex Wealth Management, LLC
Annex Wealth Management, LLC · $8.05B AUM
CFP®VerifiedFinancial planning
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Jacob Hauser
Financial advisor at Annex Wealth Management, LLC
Annex Wealth Management, LLC · $8.05B AUM
CFP®VerifiedFinancial planning
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Jacob Knox
Financial advisor at Annex Wealth Management, LLC
Annex Wealth Management, LLC · $8.05B AUM
CFP®VerifiedFinancial planning
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James Cantrell
Financial advisor at Financial Strategies, Inc.
Financial Strategies, Inc. · $149.8M AUM
CFP®VerifiedFinancial planning
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James Cotturone
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
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James Cunningham
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
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James Pietrzak
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
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Jayson Voigt
Financial advisor at Francis LLC
Francis LLC
CFP®Verified
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Jeffrey Dorward
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
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Jeffrey Stanich
Financial advisor at Annex Wealth Management, LLC
Annex Wealth Management, LLC · $8.05B AUM
CFP®VerifiedFinancial planning
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Jennifer Jesse
Financial advisor at Annex Wealth Management, LLC
Annex Wealth Management, LLC · $8.05B AUM
CFP®VerifiedFinancial planning
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Jerome Neary
Financial advisor at Core Planning
Core Planning · $525M AUM
CFP®VerifiedFinancial planning
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Joshua Zahn
Financial advisor at Resonant Capital Advisors, LLC
Resonant Capital Advisors, LLC · $2.96B AUM
CFP®VerifiedFinancial planning
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Julie Coombs
Financial advisor at Osaic Advisory Services, LLC
Osaic Advisory Services, LLC · $15.48B AUM
CFP®VerifiedFinancial planning
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Justin Delwiche
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
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Kelli Send
Financial advisor at Francis LLC
Francis LLC
CFP®Verified
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Kenneth Lobins
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
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Kenneth Pollard
Financial advisor at Annex Wealth Management, LLC
Annex Wealth Management, LLC · $8.05B AUM
CFP®VerifiedFinancial planning
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Kevin Ellis
Financial advisor at Envision Financial LLC
Envision Financial LLC · $352.9M AUM
CFP®VerifiedFinancial planning
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Kevin Nemoir
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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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.

Are you an advisor? Claim your page so people looking for an advisor near you can reach you. It's free.

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Financial advisors in Brookfield, WI.

How this list works

Before you hire an advisor in Brookfield, WI