Financial advisors in Milwaukee, WI

91 match · page 1 of 4

Aaron Cross
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Alexander Stemberger
Financial advisor at Johnson Wealth Inc.
Johnson Wealth Inc. · $10.35B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Alicia Theisen
Financial advisor at The Milwealth Group, LLC
The Milwealth Group, LLC · $496.9M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Amanda Nowaczynski
Financial advisor at Operose Advisors LLC
Operose Advisors LLC · $2.04B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Amanda Ridgway
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 ↗
Amy Finley
Financial advisor at The Milwealth Group, LLC
The Milwealth Group, LLC · $496.9M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Andrew Ish
Financial advisor at Prepared Financial Planning
Prepared Financial Planning · $11.2M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Andy Saeger
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ann Megan
Financial advisor at Nbt Capital Management, Inc.
Nbt Capital Management, Inc. · $1.61B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Arthur Rothschild
Financial advisor at Landaas & Company
Landaas & Company · $1.93B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ashley Carlson
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 ↗
Becky Vogt-Lundeen
Financial advisor at Trihelix Wealth Collective
Trihelix Wealth Collective · $25M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Belena Vincetti
Financial advisor at Belpointe Asset Management LLC
Belpointe Asset Management LLC · $7.58B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Benjamin Hemer
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 ↗
Blaine Bancker
Financial advisor at Capital Investment Services of America Inc
Capital Investment Services of America Inc · $1.31B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Blair Jamieson
Financial advisor at Transcend Advisor Group, LLC
Transcend Advisor Group, LLC · $253.2M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bradley Bodus
Financial advisor at Capital Investment Services of America Inc
Capital Investment Services of America Inc · $1.31B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brian Campeau
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 ↗
Brian Gigl
Financial advisor at Riverwater Partners LLC
Riverwater Partners LLC · $660.9M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Cassandra Meyers
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 Thistle
Financial advisor at Diversified Management Inc
Diversified Management Inc · $1.87B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Charles Allison
Financial advisor at Oarsman Capital, Inc
Oarsman Capital, Inc · $1.17B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Chris Brumfield
Financial advisor at 1834 Investment Advisors Co.
Beacon Pointe Advisors, LLC · $54.87B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Evers
Financial advisor at Operose Advisors LLC
Operose Advisors LLC · $2.04B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Connor Wiesner
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Klenke
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 ↗
Deanne Soetenga
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 ↗
Dustin Wolk
Financial advisor at Crescent Grove Advisors
Crescent Grove Advisors · $5.5B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Eric Korbitz
Financial advisor at Korbitz Financial Planning LLC
Korbitz Financial Planning LLC
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Erik Kroll
Financial advisor at Hilltop Financial Advisors
Hilltop Financial Advisors · $24.5M 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 Milwaukee, 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 Milwaukee, WI.

How this list works

Before you hire an advisor in Milwaukee, WI