ASSOCIATED INVESTMENT SERVICES, INC.
Green Bay, WI
AUM
$1.17B
Financial PlanningWealth MgmtTrusts & Estates
Team
27 advisors
Clients
More than 500
Fees
Percentage of AUM
800-595-7722
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in WI
209 advisers found
OARSMAN CAPITAL, INC
Milwaukee, WI
AUM
$1.17B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
13 advisors
Clients
251-500
Fees
Percentage of AUM
414-221-0081
KERBERROSE WEALTH MANAGEMENT, LLC
Shawano, WI
AUM
$1.16B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
715.526.9400
CANOPY WEALTH MANAGEMENT
Middleton, WI
AUM
$1.15B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
608-662-9018
GOLDSTEIN ADVISORS, LLC
Madison, WI
AUM
$1.08B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
608-831-3230
SPECTRUM INVESTMENT ADVISORS, INC.
Mequon, WI
AUM
$1.06B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
20 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
262-238-4010
FORM WEALTH ADVISORS, LLC
Lake Geneva, WI
AUM
$1.06B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
262-686-3005
WALKNER CONDON FINANCIAL ADVISORS LLC
Verona, WI
AUM
$1.03B
Financial PlanningWealth MgmtTrusts & Estates
Team
16 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
608-234-4127
MCGLONE SUTTNER WEALTH MANAGEMENT, INC.
Appleton, WI
AUM
$1.01B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(920) 882-5299
MBE WEALTH MANAGEMENT, LLC
Tomah, WI
AUM
$977.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
608-372-5521
ROSEMEYER MANAGEMENT GROUP
Platteville, WI
AUM
$914.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
608-348-2274
BERNICKE WEALTH MANAGEMENT
Altoona, WI
AUM
$887.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
715-832-1173
MILESTONE INVESTMENT ADVISORS, LLC
Middleton, WI
AUM
$877.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
608-826-5730
PARK CAPITAL MANAGEMENT, LLC
Madison, WI
AUM
$868.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
608-440-8608
PJS INVESTMENT MANAGEMENT
Cedarburg, WI
AUM
$852.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
262-377-0484
ADVISORS MANAGEMENT GROUP INC
La Crosse, WI
AUM
$819.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
12 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
608-782-0200
COPPER HARBOR INVESTMENT ADVISORS, LLC
Appleton, WI
AUM
$805.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
(920)441-0300
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
BROADVIEW FINANCIAL MANAGEMENT, LLC
Wauwatosa, WI
AUM
$699.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
414-390-1492
LEVERTY FINANCIAL GROUP, LLC
Hudson, WI
AUM
$676.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
715-377-2080
JACOBSON & SCHMITT ADVISORS, LLC
Middleton, WI
AUM
$676.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
12 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(608) 662-7500
RIVERWATER PARTNERS LLC
Milwaukee, WI
AUM
$660.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
414-858-8000
BKM WEALTH MANAGEMENT
Brookfield, WI
AUM
$651.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
262-955-7147
MIDWEST PROFESSIONAL PLANNERS, LTD.
Wausau, WI
AUM
$649.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
715-848-3474