CAMPBELL NEWMAN ASSET MANAGEMENT INC
Milwaukee, WI
AUM
$1.44B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
414-908-6670
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in WI
113 advisers found
ISTHMUS PARTNERS, LLC
Madison, WI
AUM
$1.44B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
608-729-0949
PACKERLAND BROKERAGE SERVICES, INC.
Green Bay, WI
AUM
$1.36B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
165 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
920-662-9500
CAPITAL INVESTMENT SERVICES OF AMERICA INC
Milwaukee, WI
AUM
$1.31B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
11-25
Fees
Percentage of AUM
414-278-7744
MADISON PARTNERS
Madison, WI
AUM
$1.30B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
17 advisors
Clients
More than 500
Fees
Percentage of AUM
608-210-1021
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
ALPHA INVESTMENT CONSULTING GROUP, LLC
Milwaukee, WI
AUM
$713.6M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
414-319-4100
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
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