Financial advisors in Madison, WI

133 match · page 1 of 5

Adam Peters
Financial advisor at Goldstein Advisors, LLC
Goldstein Advisors, LLC · $1.08B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Alex Pudlo
Financial advisor at Johnson Wealth Inc.
Johnson Wealth Inc. · $10.35B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Alexandra Shuchuk
Financial advisor at RBC Capital Markets, LLC
RBC Capital Markets, LLC · $310.43B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Andrew Coopman
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Andrew Crone
Financial advisor at Yahara Wealth Management LLC
Yahara Wealth Management LLC · $112M AUM
CFP®VerifiedFinancial planning
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Andrew Voeltner
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Anna Edelstein
Financial advisor at Wea Financial Advisors, Inc.
Wea Financial Advisors, Inc. · $507.8M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Anne Laube
Financial advisor at Poehling Capital Management, Inc.
Poehling Capital Management, Inc. · $591.3M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Benjamin Motiff
Financial advisor at Harbour Investments, Inc.
Harbour Investments, Inc. · $9.6B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bradley Howe
Financial advisor at Mariner
Mariner · $125.41B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bradley O'loughlin
Financial advisor at Resonant Capital Advisors, LLC
Resonant Capital Advisors, LLC · $2.96B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brandon Ben-Hanania
Financial advisor at Spruce Hill Capital
Spruce Hill Capital
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brandon Cloete
Financial advisor at Isthmus Partners, LLC
Isthmus Partners, LLC · $1.44B AUM
CFP®VerifiedFinancial planning
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Brent Kimbel
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brent Welch
Financial advisor at Valmark Advisers, Inc.
Valmark Advisers, Inc. · $10.17B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brian Hensen
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Cameron Gray
Financial advisor at Park Capital Management, LLC
Park Capital Management, LLC · $868M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Carina Moreland
Financial advisor at Harbour Investments, Inc.
Harbour Investments, Inc. · $9.6B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Cassandra Meixelsperger
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Chad Thomley
Financial advisor at Thrivent Investment Management Inc.
Thrivent Investment Management Inc. · $20.77B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Figaro
Financial advisor at Steward Partners Investment Advisory, LLC
Steward Partners Investment Advisory, LLC · $36.73B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher McCoy
Financial advisor at Madison Partners
Madison Partners · $1.3B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Rich
Financial advisor at Enrich Financial Partners LLC
Enrich Financial Partners LLC · $556.8M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Strommen
Financial advisor at Park Avenue Securities LLC
Park Avenue Securities LLC · $19.58B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Clinton Bauch
Financial advisor at Park Capital Management, LLC
Park Capital Management, LLC · $868M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Craig Ratz
Financial advisor at Calculated Wealth
Calculated Wealth · $200.8M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Crystal Cox
Financial advisor at Wealthspire Advisors
Wealthspire Advisors · $34.32B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Cynthia Farnsworth
Financial advisor at Atlatl Advisers
Atlatl Advisers · $392.7M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Daniel Gresch
Financial advisor at Mendota Financial Group, LLC
Mendota Financial Group, LLC · $254.2M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Daniel Hyland
Financial advisor at Wealth Enhancement Advisory Services, LLC
Wealth Enhancement Advisory Services, LLC · $122.19B 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 Madison, 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 Madison, WI.

How this list works

Before you hire an advisor in Madison, WI