Financial advisors in Mequon, WI

238 advisors · page 4 of 8

Gerald Jones
Financial advisor at Steward Partners Investment Advisory, LLC
Steward Partners Investment Advisory, LLC · $36.73B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Gilbert Cervelli
Financial advisor at Robert W. Baird & Co. Incorporated
Robert W. Baird & Co. Incorporated · $394.07B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Gordan Lasic
Financial advisor at Reinhart Partners, LLC
Reinhart Partners, LLC · $2.47B AUM
Verified
View page Check on SEC IAPD ↗
Grace Durham
Financial advisor at Robert W. Baird & Co. Incorporated
Robert W. Baird & Co. Incorporated · $394.07B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Gregg Shaffer
Financial advisor at Richmond Investment Services LLC
Richmond Investment Services LLC · $742M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Gregory Dorf
Financial advisor at Equitable Advisors, LLC
Equitable Advisors, LLC · $47.26B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Gregory Pauly
Financial advisor at Robert W. Baird & Co. Incorporated
Robert W. Baird & Co. Incorporated · $394.07B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Gregory Schauer
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Gregory Sommersberger
Financial advisor at Robert W. Baird & Co. Incorporated
Robert W. Baird & Co. Incorporated · $394.07B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Gunner Gonzalez
Financial advisor at Robert W. Baird & Co. Incorporated
Robert W. Baird & Co. Incorporated · $394.07B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Hans Myklebust
Financial advisor at Northwestern Mutual Investment Services,LLC
Northwestern Mutual Investment Services,LLC
Verified
View page Check on SEC IAPD ↗
Jacob Baker
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jacob Becker
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jacob Boyer
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jacob Willms
Financial advisor at The Milwaukee Company
The Milwaukee Company · $1.35B AUM
Verified
View page Check on SEC IAPD ↗
Jacqueline Fritz
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jacqueline Sanchez Mora
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
James Marshall
Financial advisor at Spectrum Investment Advisors, Inc.
Spectrum Investment Advisors, Inc. · $1.06B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
James O'reilly
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
View page Check on SEC IAPD ↗
James Reinhart
Financial advisor at Reinhart Partners, LLC
Reinhart Partners, LLC · $2.47B AUM
Verified
View page Check on SEC IAPD ↗
Jason Cherny
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
View page Check on SEC IAPD ↗
Jason Fare
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jason Pokorny
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jeffrey Rochon
Financial advisor at Denali Wealth Management, Inc.
Denali Wealth Management, Inc. · $226.1M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jeffrey Schmit
Financial advisor at Robert W. Baird & Co. Incorporated
Robert W. Baird & Co. Incorporated · $394.07B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jeffrey Schnoor
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jeffrey Wozniak
Financial advisor at Spectrum Investment Advisors, Inc.
Spectrum Investment Advisors, Inc. · $1.06B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jennifer Olmschenk
Financial advisor at Robert W. Baird & Co. Incorporated
Robert W. Baird & Co. Incorporated · $394.07B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jewell Graham
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jill Stock
Financial advisor at Spectrum Investment Advisors, Inc.
Spectrum Investment Advisors, Inc. · $1.06B 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 Mequon, 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 Mequon, WI.

How this list works

Before you hire an advisor in Mequon, WI