Financial advisors in Eau Claire, WI

125 advisors · page 3 of 5

Jesse Becker
Financial advisor at Keystone Financial
Keystone Financial · $51.2M AUM
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Jessica Berg
Financial advisor at Thrivent Investment Management Inc.
Thrivent Investment Management Inc. · $20.77B AUM
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Joel Revak
Financial advisor at Evexia Wealth, LLC
Evexia Wealth, LLC · $386.1M AUM
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John Stine
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
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Jon Woo
Financial advisor at Nicolet Wealth Management
Nicolet Wealth Management · $4.29B AUM
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Jon-David Bowe
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
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Jordan Hasenberg
Financial advisor at Edelman Financial Engines
Edelman Financial Engines · $326.29B AUM
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Joseph Munger
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
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Joshua Opelt
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
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Karlyn Etheridge
Financial advisor at United Planners' Financial Services of America A Limited Partner
United Planners' Financial Services of America A Limited Partner · $12.77B AUM
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Katrina Elbert
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
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Kegan Fassler
Financial advisor at Robert W. Baird & Co. Incorporated
Robert W. Baird & Co. Incorporated · $394.07B AUM
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Keith Caucutt
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
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Kevin Kopp
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
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Kevin McKinley
Financial advisor at Mckinley Money, LLC
Mckinley Money, LLC · $163.7M AUM
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Krista Caucutt-Ratz
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
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Kristen Kloepping
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Kristi Kennedy
Financial advisor at Robert W. Baird & Co. Incorporated
Robert W. Baird & Co. Incorporated · $394.07B AUM
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Laura Hartman
Financial advisor at Robert W. Baird & Co. Incorporated
Robert W. Baird & Co. Incorporated · $394.07B AUM
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Lesedy Glaudell
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
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Mark Munger
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
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Mark Rogo
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
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Marleen Thudium
Financial advisor at Rj Hill's Financial Services, LLC
Rj Hill's Financial Services, LLC · $4.4M AUM
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Mason Hoepner
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Matthew Fladten
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Megan Simmons
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
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Michael Hall
Financial advisor at Gateway Wealth Partners, LLC
Gateway Wealth Partners, LLC · $2.28B AUM
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Michael Ignatowski
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Michelle Klass
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Mitchael Oslund
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
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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 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