Financial advisors in Verona, WI

50 match · page 1 of 2

Alicia Vande Ven
Financial advisor at Walkner Condon Financial Advisors LLC
Walkner Condon Financial Advisors LLC · $1.03B AUM
CFP®VerifiedFinancial planning
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Annirose Womack
Financial advisor at Lincoln Investment
Lincoln Investment · $21.99B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bryan Minogue
Financial advisor at Kardinal Financial
Kardinal Financial · $9M AUM
CFP®VerifiedFinancial planning
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Dennis Baker
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Evan Waltz
Financial advisor at Walkner Condon Financial Advisors LLC
Walkner Condon Financial Advisors LLC · $1.03B AUM
CFP®VerifiedFinancial planning
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Geoffrey Dunmore
Financial advisor at Keating Financial Advisory Services
Keating Financial Advisory Services · $1.45B AUM
CFP®VerifiedFinancial planning
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Joel Craven
Financial advisor at Lincoln Investment
Lincoln Investment · $21.99B AUM
CFP®VerifiedFinancial planning
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Kathryn Hankard
Financial advisor at Fiscal Fitness, LLC
Fiscal Fitness, LLC
CFP®VerifiedFinancial planning
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Mitchell Dewitt
Financial advisor at Walkner Condon Financial Advisors LLC
Walkner Condon Financial Advisors LLC · $1.03B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Richard Farmer
Financial advisor at Walkner Condon Financial Advisors LLC
Walkner Condon Financial Advisors LLC · $1.03B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Trisha Arndt
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
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Amy Deterding
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Andrew Klein
Financial advisor at Walkner Condon Financial Advisors LLC
Walkner Condon Financial Advisors LLC · $1.03B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Becky Weyer
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
VerifiedFinancial planning
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Brady Storhoff
Financial advisor at Walkner Condon Financial Advisors LLC
Walkner Condon Financial Advisors LLC · $1.03B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brandin Arndt
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brendon Diers
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bryce Schuster
Financial advisor at Poehling Capital Management, Inc.
Poehling Capital Management, Inc. · $591.3M AUM
VerifiedFinancial planning
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Carly McCormick
Financial advisor at Thrivent Investment Management Inc.
Thrivent Investment Management Inc. · $20.77B AUM
VerifiedFinancial planning
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Chad Millar
Financial advisor at Lincoln Investment
Lincoln Investment · $21.99B AUM
VerifiedFinancial planning
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Chase Martin
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Clinton Walkner
Financial advisor at Walkner Condon Financial Advisors LLC
Walkner Condon Financial Advisors LLC · $1.03B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Cole Mason
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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Cullen Buck
Financial advisor at Lincoln Investment
Lincoln Investment · $21.99B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Ealy
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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David Sigler
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Deanna Summerlott
Financial advisor at U.s. Bancorp Advisors, LLC
U.s. Bancorp Advisors, LLC · $1.8B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Felipe Quaassdorff Molina
Financial advisor at Walkner Condon Financial Advisors LLC
Walkner Condon Financial Advisors LLC · $1.03B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Francis Friend
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Heidi Schultz
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B 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 Verona, 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 Verona, WI.

How this list works

Before you hire an advisor in Verona, WI