Financial advisors in Madison, WI

632 match · page 3 of 22

Jonathan Burns
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
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Jonathan Smith
Financial advisor at Focus Partners Wealth, LLC
Focus Partners Wealth, LLC · $181.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Joseph Dwyer
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Joshua Evenson
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
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Joshua Grotheer
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Judith Martinez
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Justin Novara
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kasey Kinney
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 ↗
Katheryn Lindquist
Financial advisor at Lindenwood Financial LLC
Lindenwood Financial LLC · $6.7M AUM
CFP®VerifiedFinancial planning
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Katie Veloff
Financial advisor at Buttonwood Partners, Inc.
Buttonwood Partners, Inc. · $16.4M AUM
CFP®Verified
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Kevin Mohr
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kimchi Godwin
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kyle 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 ↗
Kyle Kerkenbush
Financial advisor at Goldstein Advisors, LLC
Goldstein Advisors, LLC · $1.08B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Laura Bienz
Financial advisor at Rockefeller Capital Management
Rockefeller Capital Management · $99.6B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Leonard Barry
Financial advisor at Yahara Wealth Management LLC
Yahara Wealth Management LLC · $112M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Lisa Spadoni
Financial advisor at Goldstein Advisors, LLC
Goldstein Advisors, LLC · $1.08B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Logan Falk
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Logan Knecht
Financial advisor at Resonant Capital Advisors, LLC
Resonant Capital Advisors, LLC · $2.96B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Lori Huston-Dinga
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Margaret McNeil
Financial advisor at Isthmus Partners, LLC
Isthmus Partners, LLC · $1.44B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Matthew Fizell
Financial advisor at Harmony Wealth
Harmony Wealth · $7.3M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Matthew Miller
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
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Maximilian Benrud
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Bell
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Gross
Financial advisor at Madison Partners
Madison Partners · $1.3B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Kock
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Smith
Financial advisor at T. Anton Investment House, Inc.
T. Anton Investment House, Inc. · $366.6M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Zugan
Financial advisor at Clf Asset Management, Inc.
Clf Asset Management, Inc. · $146.9M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michelle Slawny
Financial advisor at Associated Investment Services, Inc.
Associated Investment Services, Inc. · $1.17B 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