Financial advisors in Eau Claire, WI

19 match

Adam Gewiss
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Andrew Schlafer
Financial advisor at Robert W. Baird & Co. Incorporated
Robert W. Baird & Co. Incorporated · $394.07B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Chad Mickelson
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Harvey
Financial advisor at Robert W. Baird & Co. Incorporated
Robert W. Baird & Co. Incorporated · $394.07B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Claire Beck
Financial advisor at Creative Planning
Creative Planning · $295.57B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Clint Markin
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Connor Koviak
Financial advisor at Edelman Financial Engines
Edelman Financial Engines · $326.29B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Jones
Financial advisor at Jones Financial Consulting, LLC
Jones Financial Consulting, LLC · $5.9M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Schian
Financial advisor at Cliftonlarsonallen Wealth Advisors, LLC
Cliftonlarsonallen Wealth Advisors, LLC · $14.43B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Emily Nyquist
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Locke
Financial advisor at Harbour Investments, Inc.
Harbour Investments, Inc. · $9.6B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jonathan Meinholz
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Micah Burch
Financial advisor at Robert W. Baird & Co. Incorporated
Robert W. Baird & Co. Incorporated · $394.07B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Kelash
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 ↗
Michael Toutant
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ronald Gloe
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Thomas Lind
Financial advisor at Lasalle St. Investment Advisors, L.l.c.
Lasalle St. Investment Advisors, L.l.c. · $5.74B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
William Hilgedick
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Zachary Knox
Financial advisor at Creative Planning
Creative Planning · $295.57B 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 Eau Claire, 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 Eau Claire, WI.

How this list works

Before you hire an advisor in Eau Claire, WI