Financial advisors in Waukesha, WI

453 advisors · page 2 of 16

Nikita Kibardin
Financial advisor at Ellenbecker Investment Group
Ellenbecker Investment Group · $2.06B AUM
CFP®VerifiedFinancial planning
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Randall Winkler
Financial advisor at Drake & Associates, LLC
Drake & Associates, LLC · $607.3M AUM
CFP®VerifiedFinancial planning
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Rebecca Hammer
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
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Richard Verthein
Financial advisor at Robert W. Baird & Co. Incorporated
Robert W. Baird & Co. Incorporated · $394.07B AUM
CFP®VerifiedFinancial planning
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Richard Weihing
Financial advisor at Global View Capital Management LLC
Global View Capital Management LLC · $775.2M AUM
CFP®VerifiedFinancial planning
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Robert Zyzo
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
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Roger Edwards
Financial advisor at Global View Capital Management LLC
Global View Capital Management LLC · $775.2M AUM
CFP®VerifiedFinancial planning
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Ryan Lundeen
Financial advisor at Robert W. Baird & Co. Incorporated
Robert W. Baird & Co. Incorporated · $394.07B AUM
CFP®VerifiedFinancial planning
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Scott Heins
Financial advisor at Iag Wealth Partners, LLC
Iag Wealth Partners, LLC · $1.87B AUM
CFP®VerifiedFinancial planning
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Shannon Daly
Financial advisor at Edelman Financial Engines
Edelman Financial Engines · $326.29B AUM
CFP®VerifiedFinancial planning
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Steven Jaeger
Financial advisor at Dana Investment Advisors Inc
Dana Investment Advisors Inc · $6.08B AUM
CFP®Verified
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Susy Suarez Lemcke
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Tanner Federspill
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
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Terrill Jannsen
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
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Thomas Nowalis
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
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Thomas Portz
Financial advisor at Sterling Capital Management Inc
Sterling Capital Management Inc · $296.9M AUM
CFP®VerifiedFinancial planning
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Timothy Rennicke
Financial advisor at Thrivent Investment Management Inc.
Thrivent Investment Management Inc. · $20.77B AUM
CFP®VerifiedFinancial planning
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William Kenton
Financial advisor at World Investment Advisors, LLC
World Investment Advisors, LLC · $71.64B AUM
CFP®VerifiedFinancial planning
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Aaron Berglin
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Abraham Goldberg
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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Adam Omalley
Financial advisor at Robert W. Baird & Co. Incorporated
Robert W. Baird & Co. Incorporated · $394.07B AUM
VerifiedFinancial planning
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Alan Chu
Financial advisor at Global View Capital Management LLC
Global View Capital Management LLC · $775.2M AUM
VerifiedFinancial planning
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Alexander Fons
Financial advisor at Global View Capital Management LLC
Global View Capital Management LLC · $775.2M AUM
VerifiedFinancial planning
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Alexis Brown
Financial advisor at Ellenbecker Investment Group
Ellenbecker Investment Group · $2.06B AUM
VerifiedFinancial planning
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Alicia Albarran
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Alyssa Pochert
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Amanda Carlson
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
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Amanda Kojis
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
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Amedee O'gorman
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Amy Hessenauer
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B 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 Waukesha, 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 Waukesha, WI.

How this list works

Before you hire an advisor in Waukesha, WI