Financial advisors in Delafield, WI

51 match · page 1 of 2

Andrew Polzin
Financial advisor at Behl Wealth Management
Behl Wealth Management · $48.2M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brian Behl
Financial advisor at Behl Wealth Management
Behl Wealth Management · $48.2M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brion Collins
Financial advisor at Wealthspire Advisors
Wealthspire Advisors · $34.32B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Charles Barrow
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Brackman
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jacob Mayer
Financial advisor at Cushing Capital Partners, LLC
Cushing Capital Partners, LLC · $274.7M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
James McCourt
Financial advisor at Apollon Wealth Management, LLC
Apollon Wealth Management, LLC · $11.56B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jay Frank
Financial advisor at Wealthspire Advisors
Wealthspire Advisors · $34.32B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Matthew Ottusch
Financial advisor at Cushing Capital Partners, LLC
Cushing Capital Partners, LLC · $274.7M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Senglaub
Financial advisor at Independent Financial Group, LLC
Independent Financial Group, LLC · $12.93B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Raziel Hecht
Financial advisor at Wealthspire Advisors
Wealthspire Advisors · $34.32B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Shelly Rynearson
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Andrew Low
Financial advisor at Edelman Financial Engines
Edelman Financial Engines · $326.29B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Andrew Stromwall
Financial advisor at RBC Capital Markets, LLC
RBC Capital Markets, LLC · $310.43B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brent Adams
Financial advisor at Independent Advisor Alliance, LLC
Independent Advisor Alliance, LLC · $17.23B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Caleb Schmidt
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christine Senglaub
Financial advisor at Apollon Wealth Management, LLC
Apollon Wealth Management, LLC · $11.56B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Colleen Wolbert
Financial advisor at Harbour Investments, Inc.
Harbour Investments, Inc. · $9.6B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Emily Perschbacher
Financial advisor at Wealthspire Advisors
Wealthspire Advisors · $34.32B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Eric Wegner
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Heather Johnson
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
James Kieckhaefer
Financial advisor at RBC Capital Markets, LLC
RBC Capital Markets, LLC · $310.43B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
James Senglaub
Financial advisor at Independent Financial Group, LLC
Independent Financial Group, LLC · $12.93B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
James Van De Ven
Financial advisor at RBC Capital Markets, LLC
RBC Capital Markets, LLC · $310.43B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jennifer Moston
Financial advisor at Principal Securities, Inc.
Principal Securities, Inc. · $17.02B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Bodden
Financial advisor at Harbour Investments, Inc.
Harbour Investments, Inc. · $9.6B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Dobson
Financial advisor at Wealthspire Advisors
Wealthspire Advisors · $34.32B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jonathan Leipold
Financial advisor at RBC Capital Markets, LLC
RBC Capital Markets, LLC · $310.43B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jonathan Thompson
Financial advisor at Cushing Capital Partners, LLC
Cushing Capital Partners, LLC · $274.7M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jorge Benavente
Financial advisor at Principal Securities, Inc.
Principal Securities, Inc. · $17.02B AUM
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 Delafield, 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.

Browse every state at Find an advisor.

Financial advisors in Delafield, WI.

How this list works

Before you hire an advisor in Delafield, WI