Financial advisors in Stevens Point, WI

51 match · page 2 of 2

Jonathan Steffen
Financial advisor at Summit Financial, LLC
Summit Financial, LLC · $26.35B AUM
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Justin Anderson
Financial advisor at Thrivent Investment Management Inc.
Thrivent Investment Management Inc. · $20.77B AUM
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Justin Kelly
Financial advisor at Evexia Wealth, LLC
Evexia Wealth, LLC · $386.1M AUM
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Keegan Ziemer
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Kirill Romashov
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
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Kyler Ernst
Financial advisor at Evexia Wealth, LLC
Evexia Wealth, LLC · $386.1M AUM
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Larry Waldburger
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
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Louann Schulfer
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Michael Bialas
Financial advisor at Thrivent Investment Management Inc.
Thrivent Investment Management Inc. · $20.77B AUM
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Michael Henschel
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Michael Nerdahl
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
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Michael Wolbers
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
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Nickolas Allar
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
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Raymond Cal
Financial advisor at Principal Securities, Inc.
Principal Securities, Inc. · $17.02B AUM
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Robert Berg
Financial advisor at Harbour Investments, Inc.
Harbour Investments, Inc. · $9.6B AUM
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Ryan Hinner
Financial advisor at Harbour Investments, Inc.
Harbour Investments, Inc. · $9.6B AUM
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Scott Biertzer
Financial advisor at Associated Investment Services, Inc.
Associated Investment Services, Inc. · $1.17B AUM
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Terence Schott
Financial advisor at Thrivent Investment Management Inc.
Thrivent Investment Management Inc. · $20.77B AUM
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Teryn Kuse
Financial advisor at Cliftonlarsonallen Wealth Advisors, LLC
Cliftonlarsonallen Wealth Advisors, LLC · $14.43B AUM
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Timothy Roman
Financial advisor at Equitable Advisors, LLC
Equitable Advisors, LLC · $47.26B AUM
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Travis Rucinski
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B 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 Stevens Point, 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 Stevens Point, WI.

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Before you hire an advisor in Stevens Point, WI