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94 Financial Planners in Wisconsin
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Shannon V. Wegner

CFP®

Fee Only Fiduciary

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Career...More

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

Wegner Asset Management, LLC

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Middleton, WI 53562
+ 1 More Address

Wegner Asset Management, LLC

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Madison, WI 53705
(608) 441-9711

T. Jay Jones

CFP®

Specialties: Charitable & Planned Giving, Estate Planning, Investment Management, Retirement, Special...More

Commission and Fee Financial Advisor serving Wisconsin and the surrounding communities.

Ringenberg Financial Group

1000 Lake Shore Dr W
Ashland, WI 54806
(715) 682-3430

Paul A. Block

CLU, ChFC, CFP®

Financial Planner

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Career...More

Commission and Fee Financial Advisor serving Wisconsin and the surrounding communities.

Nelson & Associates

700 3rd St. N., Suite 201
La Crosse, WI 54601
(866) 406-4354
+1 More Number
(608) 782-8410

Bruce H. Melling

CPA, PFS, CFP®

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Wisconsin and the surrounding communities.

Bruce H. Melling, CPA, PFS, CFP®

37424 128th St
Twin Lakes, WI 53181
(866) 578-0900
+1 More Number
(866) 578-0900

John M. Scherer

CFP®, ChFC, CLU

President, Founder

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Estate...More

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

Trinity Financial Planning

6405 Century Ave, Ste 104
Middleton, WI 53562
(608) 999-4049 ext. 101

R. Philip Petrowski

CFP®

Senior Partner

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving,...More

Commission and Fee Financial Advisor serving Wisconsin and the surrounding communities.

Blackhorn Partners

10 E Doty St, Ste 800
Madison, WI 53703
(608) 620-3775
CONNECT WITH R. Philip
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Charles Hurtgen

CFP®

Financial Consultant

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation,...More

Commission and Fee Financial Advisor serving Wisconsin and the surrounding communities.

MPC Advisers

16655 W Bluemound Rd, Ste 150
Brookfield, WI 53005
(888) 876-5046
+1 More Number
(262) 787-3232

Erik J. Mikkelson

CFP®

President, Owner

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned...More

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

RMR Wealth Advisors

400 Interlake Dr, Suite 200
Madison, WI 53716
(877) 890-7676
+1 More Number
(608) 663-7676

Timothy S. O'Malley

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Financial Advisor serving Wisconsin and the surrounding communities.

N17W24222 Riverwood Dr, Ste 240
Waukesha, WI 53188
(800) 711-6127

Justus Morgan

CFP®, EA, RICP®

Financial Planner

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

Financial Service Group, Inc.

4812 Northwestern Ave
Mount Pleasant, WI 53406
(800) 420-4500
+1 More Number
(262) 554-0923
CONNECT WITH Justus
  • linkedin link

Douglas M. Gjerde

CFP®

Managing Partner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Estate Planning, Investment...More

Commission and Fee Financial Advisor serving Wisconsin and the surrounding communities.

Heritage Financial Partners

2021 S Webster Ave
Green Bay, WI 54301
(800) 435-8896
+1 More Number
(920) 435-8436

Eric D. Raether

CFP®

Wealth Advisor

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Estate Planning,...More

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

Canopy Wealth Management

8215 Greenway Blvd, Ste 540
Middleton, WI 53562
(608) 662-9018
CONNECT WITH Eric
  • linkedin link

Kelly L. Savatski

CFP®

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Banking, Asset Allocation,...More

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

Prairie Trust

PO Box 648
Waukesha, WI 53187-0648
(262) 522-7400

John J. Barrett, Sr.

CFP®, CLU®, ChFC®,

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Wisconsin and the surrounding communities.

Northwestern Mutual Financial Network

330 E Kilbourn Ave Suite 950
Milwaukee, WI 53202-6630
(414) 203-6018

Patricia A. Kiefer

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

Review Services, Inc.

13255 W Bluemound Rd, Ste 205
Brookfield, WI 53005
(262) 784-9690

Arthur S. Rothschild

CFP®

Vice President

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving,...More

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

Landaas & Company

411 E Wisconsin, Ste 2000
Milwaukee, WI 53202
(414) 223-1099

Luke D. Kuchenberg

CFP®,

Founding Partner

Specialties: Estate Planning, Investment Management, Insurance, Retirement

Commission and Fee Financial Advisor serving Wisconsin and the surrounding communities.

FORM Wealth, LLC

431 Geneva National Ave S
Lake Geneva, WI 53147
262-686-3005

Andrea Bulen

CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Life Planning,...More

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

Shakespeare Wealth Management, LLC

Shakespeare Wealth Management, LLC, N22 W27847 Edgewater Drive, Suite 101
Pewaukee, WI 53072-5260
(262) 814-1600

Jason N. Schmitt

CFP® CPWA®

Managing Partner, Chief Financial Officer

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset...More

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

Jacobson & Schmitt Advisors, LLC

8333 Greenway Blvd, Ste 330
Middleton, WI 53562
(608) 662-7500
CONNECT WITH Jason
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Jason S. Lacey

CFA, CFP®

Executive Vice President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset...More

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

PJS Investment Management

PO Box 148
Cedarburg, WI 53012
(262) 377-0484

Theodore G. Baer

CFP®, CIMA®, MBA

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Wisconsin and the surrounding communities.

Next Level Planning & Wealth Management

325 N Corporate Dr, Ste 100
Brookfield, WI 53045-5828
(262) 432-9262
CONNECT WITH Theodore
  • facebook link
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Kristina E. Schnuckel

CFP®

Wealth Advisor

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Estate Planning,...More

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

Ellenbecker Investment Group

N35 W23877 Highfield Ct, Ste 200
Pewaukee, WI 53072
(262) 691-3200

Richard N. Dallen

CFP®, CMFC, MBA

Senior Financial Advisor

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Financial Advisor serving Wisconsin and the surrounding communities.

Ameriprise Financial Advisors

18000 W Farah Ln, Ste 230
Brookfield, WI 53045
(262) 754-9444 x101

Jeremy Keil

CFP®, CFA®

Financial Advisor

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned...More

Commission and Fee Financial Advisor serving Wisconsin and the surrounding communities.

Keil Financial Partners

15350 W National Ave, Ste 214
New Berlin, WI 53151
(262) 333-8353
CONNECT WITH Jeremy
  • facebook link
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Evan Henderson

CFP®

Specialties: Comprehensive Financial Planning

Financial Advisor serving Wisconsin and the surrounding communities.

Northright Financial

100 W. Lawrence St. Ste 415
Appleton, WI 54911
+ 1 More Address

Northright Financial

100 W Lawrence St
Appleton, WI 54911-5754
9207399599 ext 3
CONNECT WITH Evan
  • linkedin link

Olivia H. Stoll

CFP®, ChFC®

Financial Planning Senior Associate

Specialties:

Financial Advisor serving Wisconsin and the surrounding communities.

Heck Capital Advisors

15 E Anderson St
Rhinelander, WI 54501
(715) 361-1500

Irene M. Vilona-LaBonne

CFP®

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Asset...More

Commission and Fee Financial Advisor serving Wisconsin and the surrounding communities.

517 E Walworth Ave, PO Box 407
Delavan, WI 53115
(262) 728-2202

June Ann Schroeder

RN, CFP®

Personal Financial Planner

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Career...More

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

Liberty Financial Group, Inc.

13150 Watertown Plank Rd, Ste 203
Elm Grove, WI 53122-2245
(262) 785-1377

Kirk R. Hackbarth

CFP®, CPA/PFS, MS

Wealth Advisor

Specialties: Charitable & Planned Giving, Estate Planning, Retirement

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

1117 Cooper Hawk Drive
Burlington, WI 53105
2624926732

Michael P. Haubrich

CFP®, CSA®

President

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Career Change, Estate...More

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

Financial Service Group, Inc.

4812 Northwestern Avenue
Racine, WI 53406
+ 1 More Address

Financial Service Group, Inc.

4812 Northwestern Ave
Mount Pleasant, WI 53406
(800) 420-4500
CONNECT WITH Michael
  • facebook link
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