Financial advisors in Wausau, WI

123 match · page 1 of 5

Benjamin Laska
Financial advisor at Midwest Professional Planners, LTD.
Midwest Professional Planners, LTD. · $649.3M AUM
CFP®VerifiedFinancial planning
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Benjamin Peterson
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Christopher Smith
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Daniel Evans
Financial advisor at Midwest Professional Planners, LTD.
Midwest Professional Planners, LTD. · $649.3M AUM
CFP®VerifiedFinancial planning
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Donald Wild
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
James Ison
Financial advisor at Packerland Brokerage Services, Inc.
Packerland Brokerage Services, Inc. · $1.36B AUM
CFP®VerifiedFinancial planning
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James Koehler
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
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Joseph Chadwick
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kara Proctor
Financial advisor at Midwest Professional Planners, LTD.
Midwest Professional Planners, LTD. · $649.3M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kevin Hermening
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
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Kevin Snow
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Nathan Birchler
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Nicholas Snow
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Paul Dau
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Randy Butler
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Rosemary Barnes
Financial advisor at Madison Partners
Madison Partners · $1.3B AUM
CFP®VerifiedFinancial planning
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Scott Wallschlaeger
Financial advisor at Midwest Professional Planners, LTD.
Midwest Professional Planners, LTD. · $649.3M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Scott Wildman
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
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Theresa Artac
Financial advisor at Park Avenue Securities LLC
Park Avenue Securities LLC · $19.58B AUM
CFP®VerifiedFinancial planning
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Abigail Rindfleisch
Financial advisor at Equitable Advisors, LLC
Equitable Advisors, LLC · $47.26B AUM
VerifiedFinancial planning
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Alexandria Bakka
Financial advisor at Hoff Private Wealth
Hoff Private Wealth · $177.5M AUM
VerifiedFinancial planning
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Andrew Jarvis
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
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Andrew Schliepp
Financial advisor at Robert W. Baird & Co. Incorporated
Robert W. Baird & Co. Incorporated · $394.07B AUM
VerifiedFinancial planning
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Benjamin McEvoy
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Brandon Vecchio
Financial advisor at Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLC · $9.01B AUM
VerifiedFinancial planning
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Brant Meyer
Financial advisor at Principal Securities, Inc.
Principal Securities, Inc. · $17.02B AUM
VerifiedFinancial planning
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Brian Kamke
Financial advisor at Midwest Professional Planners, LTD.
Midwest Professional Planners, LTD. · $649.3M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brian Resch
Financial advisor at Midwest Professional Planners, LTD.
Midwest Professional Planners, LTD. · $649.3M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bruce Iattoni
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bryon Graff
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B 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 Wausau, 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 Wausau, WI.

How this list works

Before you hire an advisor in Wausau, WI