ELLENBECKER INVESTMENT GROUP
Waukesha, WI
AUM
$2.06B
Financial PlanningWealth MgmtTrusts & Estates
Team
13 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
262-691-3200
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in WI, WAUKESHA
4 advisers found
IAG WEALTH PARTNERS, LLC
Waukesha, WI
AUM
$1.87B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
15 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
262-446-8150
GLOBAL VIEW CAPITAL MANAGEMENT LLC
Waukesha, WI
AUM
$775.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
107 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
262-650-1030
DRAKE & ASSOCIATES, LLC
Waukesha, WI
AUM
$607.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
14 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
414-409-7226