Financial advisors in Sun Prairie, WI

29 match

Eric Ludwig
Financial advisor at Stockbridge Private Wealth Management, LLC
Stockbridge Private Wealth Management, LLC · $52.2M AUM
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Eric Jochimsen
Financial advisor at Jby Financial Planning
Jby Financial Planning · $730K AUM
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Korab Krasniqi
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Michael Pruitt
Financial advisor at Mbe Wealth Management, LLC
Mbe Wealth Management, LLC · $977.1M AUM
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Patrick Fosdick
Financial advisor at Harbour Investments, Inc.
Harbour Investments, Inc. · $9.6B AUM
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Aaron Reinert
Financial advisor at U.s. Bancorp Advisors, LLC
U.s. Bancorp Advisors, LLC · $1.8B AUM
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Anthony Bosma
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Avery Carpenter
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Benjamin Hoyt
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Brandon Donkersgoed
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
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Chris Swenson
Financial advisor at Wisconsin Wealth Advisors, LLC
Wisconsin Wealth Advisors, LLC · $178M AUM
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Derrick Meier
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Emily Olson
Financial advisor at Harbour Investments, Inc.
Harbour Investments, Inc. · $9.6B AUM
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Gregory Henning
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Hans Becker
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Jamie Magadanz
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
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Joshua Satzer
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
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Kimberly Wenzel
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Kristi Berg
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
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Mark Gernetzke
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Michael Roth
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Quinton Hanson
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Shaun Balding
Financial advisor at Wisconsin Wealth Advisors, LLC
Wisconsin Wealth Advisors, LLC · $178M AUM
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Stephanie Hook
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Susan Olson
Financial advisor at Harbour Investments, Inc.
Harbour Investments, Inc. · $9.6B AUM
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Thomas Fischer
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
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Thomas Ludwig
Financial advisor at Stockbridge Private Wealth Management, LLC
Stockbridge Private Wealth Management, LLC · $52.2M AUM
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Tracy Gundert
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Vachelle Fleming
Financial advisor at Thrivent Investment Management Inc.
Thrivent Investment Management Inc. · $20.77B 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 Sun Prairie, 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 Sun Prairie, WI.

How this list works

Before you hire an advisor in Sun Prairie, WI