Financial advisors in Waunakee, WI

27 match

Coty Hainsey
Financial advisor at Madison Partners
Madison Partners · $1.3B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Earl Marquardt
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Griffin Kalepp
Financial advisor at Compound Wealth, Advisory and Tax LLC
Compound Wealth, Advisory and Tax LLC · $42.8M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Joseph Baer
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Lauren O'brien
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Mark McFarland
Financial advisor at Madison Partners
Madison Partners · $1.3B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Aaron Johnson
Financial advisor at Madison Partners
Madison Partners · $1.3B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Alexander Aderman
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Caleb Twedell
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Cammie Banks
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Carol Rosenstock
Financial advisor at Transamerica Financial Advisors, LLC
Transamerica Financial Advisors, LLC · $2.11B AUM
Verified
View page Check on SEC IAPD ↗
Corinne Tuschl
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Sorensen
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Guy Stratton
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Hahna Rada
Financial advisor at Madison Partners
Madison Partners · $1.3B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Joel Yaeger
Financial advisor at Compound Wealth, Advisory and Tax LLC
Compound Wealth, Advisory and Tax LLC · $42.8M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Kanak
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kevin Kearney
Financial advisor at Coordinated Capital Securities, Inc.
Coordinated Capital Securities, Inc. · $136.8M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Rozovics
Financial advisor at Concurrent Investment Advisors, LLC
Concurrent Investment Advisors, LLC · $15.73B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michelle Acker
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michelle Zebrowski
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Rodney Cupp
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Schuyler Hughes
Financial advisor at Principal Advised Services
Principal Advised Services · $1.42B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Shelley Moffatt
Financial advisor at Madison Partners
Madison Partners · $1.3B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Steven Krueger
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Tammy Reefe
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Vincent Marchi
Financial advisor at Marchi Investments LLC
Marchi Investments LLC
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 Waunakee, 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 Waunakee, WI.

How this list works

Before you hire an advisor in Waunakee, WI