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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in WI
113 advisers found
ENDOWMENT WEALTH MANAGEMENT, INC.
Appleton, WI
AUM
$609.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
920-785-6010
AVAII WEALTH MANAGEMENT, LLC
Appleton, WI
AUM
$602.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(920) 214-1212
BUSKA WEALTH MANAGEMENT, LLC
Wausau, WI
AUM
$538.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
8 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
715-355-4445
WEA FINANCIAL ADVISORS, INC.
Madison, WI
AUM
$507.8M
Financial PlanningWealth MgmtRetirementFee-Only/Hourly
Team
4 advisors
Clients
More than 500
Fees
Percentage of AUM; Hourly charges
800-279-4030
ARCATAUR CAPITAL MANAGEMENT LLC
Milwaukee, WI
AUM
$469.5M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM
414-225-8200
CHARTER CAPITAL MANAGEMENT, INC
Brookfield, WI
AUM
$462.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM
414-257-3700
RICHMOND INVESTMENT SERVICES LLC
Mequon, WI
AUM
$453.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
262-242-4200
BLACKHAWK CAPITAL PARTNERS, LLC
Thiensville, WI
AUM
$452.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +3 more
262-242-4487
ATLATL ADVISERS
Madison, WI
AUM
$392.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(608) 351-4500
UNIPLAN INVESTMENT COUNSEL, INC.
Milwaukee, WI
AUM
$330.5M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM
262-534-3000
SENTINEL ADVISORY GROUP, LLC
Middleton, WI
AUM
$320.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
8 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
608-579-9350
401K INVESTMENT PROFESSIONALS
Waunakee, WI
AUM
$311.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
(608) 334-9367
SUGAR MAPLE ASSET MANAGEMENT, LLC
Sister Bay, WI
AUM
$291.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
9205854985
BROOK CAPITAL
Brookfield, WI
AUM
$283.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
262-784-7205
MACCO FINANCIAL GROUP, INC.
Green Bay, WI
AUM
$277.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(920) 617-6830
WINDWARD WEALTH STRATEGIES, INC.
Oshkosh, WI
AUM
$251.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
920-230-2215
AUM
$236.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
608-784-9100
DENALI WEALTH MANAGEMENT, INC.
Mequon, WI
AUM
$226.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
414-978-0020
GLOBAL VALUE INVESTMENT CORPORATION
Milwaukee, WI
AUM
$225.6M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
262-478-0640
CORNERSTONE FINANCIAL GROUP
Appleton, WI
AUM
$220.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
920-832-3821
ENTASIS ASSET MANAGEMENT LLC
Brookfield, WI
AUM
$197.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
262-754-5299
CONCEPTUAL FINANCIAL ADVISORS, LLC
Appleton, WI
AUM
$189.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
920-731-9500
GRANITE FINANCIAL GROUP
Brookfield, WI
AUM
$186.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
262-792-1111