Financial advisors in Verona, WI

49 match · page 2 of 2

Ian Beardsley
Financial advisor at Walkner Condon Financial Advisors LLC
Walkner Condon Financial Advisors LLC · $1.03B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
James Guy
Financial advisor at Lincoln Investment
Lincoln Investment · $21.99B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jesse Melichar
Financial advisor at Castle Financial
Castle Financial · $1.1M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jon Richards
Financial advisor at RBC Capital Markets, LLC
RBC Capital Markets, LLC · $310.43B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Joseph Gabriel
Financial advisor at Thrivent Investment Management Inc.
Thrivent Investment Management Inc. · $20.77B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Keith Poniewaz
Financial advisor at Walkner Condon Financial Advisors LLC
Walkner Condon Financial Advisors LLC · $1.03B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Lauren Pedersen
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Marcus Ott
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Mary Staniszewski
Financial advisor at Walkner Condon Financial Advisors LLC
Walkner Condon Financial Advisors LLC · $1.03B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Matthew Gerlach
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Nathan Condon
Financial advisor at Walkner Condon Financial Advisors LLC
Walkner Condon Financial Advisors LLC · $1.03B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Nicholas Mason
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Paulina Price
Financial advisor at Walkner Condon Financial Advisors LLC
Walkner Condon Financial Advisors LLC · $1.03B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Roger Hellenbrand
Financial advisor at Harbour Investments, Inc.
Harbour Investments, Inc. · $9.6B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Sean Hanke
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Shayne Fickling
Financial advisor at Calton & Associates, Inc.
Calton & Associates, Inc. · $1.58B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Sylvain Michelin
Financial advisor at Walkner Condon Financial Advisors LLC
Walkner Condon Financial Advisors LLC · $1.03B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Tahlia Micoley
Financial advisor at Walkner Condon Financial Advisors LLC
Walkner Condon Financial Advisors LLC · $1.03B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Timothy Pederson
Financial advisor at Thrivent Investment Management Inc.
Thrivent Investment Management Inc. · $20.77B 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.

Browse every state at Find an advisor.

Financial advisors in Verona, WI.

How this list works

Before you hire an advisor in Verona, WI