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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in WI
248 advisers found
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
SKYLANDS CAPITAL, LLC
Milwaukee, WI
AUM
$746.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
414-256-3380
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
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
MARIETTA INVESTMENT PARTNERS, LLC
Milwaukee, WI
AUM
$683.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
414-289-9080
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
SHAKESPEARE WEALTH MANAGEMENT, LLC
Pewaukee, WI
AUM
$641.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM
262-814-1600
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
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
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
POEHLING CAPITAL MANAGEMENT, INC.
Madison, WI
AUM
$591.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(608) 664-9600
RICHARDSON CAPITAL MANAGEMENT, LLC
Menomonee Falls, WI
AUM
$582.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
262-255-4100