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

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Andrew Hermsen

Hermsen Wealth Management

1200 Centennial Centre Blvd
Suite 300

Hobart, WI 54155

920-496-0123

Connect with Andrew
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Brady Zwiefelhofer

Thrivent Financial

705 Bay Street Suite 2D

Chippewa Falls, WI 54729

715-514-1540

Connect with Brady
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Jeremy Keil

Keil Financial Partners

15350 W. National Ave
Suite 214

New Berlin, WI 53151

262-333-8353

Connect with Jeremy
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Andrew Houte

Next Level Planning & Wealth Management

325 N. Corporate Drive, Suite 120

Brookfield, WI 53045

414-369-6627

Connect with Andrew
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Dean Hessler

Edelman Financial Engines, LLC

2501 West Beltline Highway Suite 103

Madison, WI 53713

608-234-5121

Connect with Dean
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Kurt Rozman

Freedom Wealth Alliance

675 North Barker Road Suite 220

Brookfield, WI 53045

262-798-7979

Connect with Kurt
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Todd Glime

Futurity First Wealth Management

4321 West College Avenue
Suite 200

Appleton, WI 54914

920-606-9446

Connect with Todd
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Freeman Linde

La Crosse Financial Planning

700 3rd St. N
Suite 202A

La Crosse, WI 54601

608-534-4444

Connect with Freeman
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Russell Olson

Financial Consulting Services, Inc.

225 S. Monroe Avenue

Green Bay, WI 54311

920-432-5242

Connect with Russell

Frequently Asked Questions

Why do I need a Financial Planner?

A financial planner helps match your current financial needs with your long-term financial goals. This involves evaluating your financial situation, understanding what you want to do with your money and creating a plan to get you there. Financial planners can help lower your spending, pay off debt, save for retirement and invest for the future.

How to choose a good Financial Planner?

While interviewing potential financial planners, look for someone with expertise in tax planning, social security, insurance, retirement, estate planning, education planning, and investment strategies. They need to be able to formulate a strategy for you that enables you to take money out in a tax-efficient manner. Plus, they also need to advise you on setting up investment accounts and invest funds for you to grow your finances in a secure manner.

What does a Financial Planner do?

A financial planner helps come up with a financial plan keeping in mind your short-term and long-term financial goals and advises you on investments, retirement planning, estate planning, tax liability, and your kids’ college education. Some financial advisors also assist you in buying insurance products and invest in financial products such as mutual funds.

How much does a Financial Planner cost?

Different financial planners charge differently. Some charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, or have a fixed fee for certain services. Do ask your prospective financial planner how they wish to be compensated.

What questions to ask a Financial Planner?

When you are looking to hire a financial planner, make sure you’re prepared and have done your homework. Some questions that you can ask are as follows:

- Do you have experience working with clients like me? Clients may include retirees, widows, divorcees, same-sex couples, and so on

- How much do you charge? Do you charge a fee or a commission based on assets handled?

- What services do you offer? Are they limited to financial planning or do you offer other services such as tax advisory, education planning, portfolio management as well? - How often would we meet to discuss my financial concerns?

- How often will you contact me and are there any limitations on the frequency of contact? What method will you use to contact me?

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