Find the right advisors to meet your financial planning needs in Wisconsin

Financial advisors also known as financial planners are professionals who advise their clients on matters such as personal finance, wealth management, retirement, estate planning, tax planning and much more. They hold expertise in various fields and can assist you whether you’re looking to set up an investment account, a college plan, retirement savings plan or simply have a query about life insurance.

A financial planner can help you navigate your finances to secure your financial future. With his help, you can clear all your doubts, take a call on your present investments that you may have, and design future financial strategies keeping in mind your risk appetite.

To make your job easier, we have compiled a list of top vetted financial planners in Wisconsin that can fulfill your requirements.

List of Qualified
Financial Planners in Wisconsin


Andrew Hermsen

Hermsen Wealth Management

1200 Centennial Centre Blvd
Suite 300

Hobart, WI 54155

920 4960123

Connect with Andrew

Brady Zwiefelhofer

Thrivent Financial

705 Bay Street Suite 2D

Chippewa Falls, WI 54729

715 5141540

Connect with Brady

Daniel Carlson

Farther Finance, LLC

20826 River Hills Way

Kiel, WI 53042

920 2861536

Connect with Daniel

Andrew Houte

Next Level Planning & Wealth Management

325 N. Corporate Drive, Suite 120

Brookfield, WI 53045

414 3696627

Connect with Andrew

Kurt Rozman

Freedom Wealth Alliance

675 North Barker Road Suite 220

Brookfield, WI 53045

262 7987979

Connect with Kurt

Todd Glime

Futurity First Wealth Management

4321 West College Avenue
Suite 200

Appleton, WI 54914

920 6069446

Connect with Todd

Paul Hoffman

Next Third Retirement Coaching

400 N Richmond St Suite F

Appleton, WI 54911

920 7334453

Connect with Paul

Popular Articles

Interview top quality financial planners who meet your requirements