ETF MODEL SOLUTIONS, LLC
Appleton, WI
AUM
$18.1M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
10 advisors
Clients
0
Fees
Percentage of AUM; LICENSE FEES
920-785-6010
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in WI
113 advisers found
BRUCE WOOD CAPITAL, LLC
Shorewood, WI
AUM
$13.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
414-666-8102
RED GRANITE WEALTH MANAGEMENT
Manitowoc, WI
AUM
$12.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(920) 482-4322
FAMILY INVESTMENT PLANNING, LLC
Elm Grove, WI
AUM
$10.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Hourly charges; Fixed fees
414-435-0601
WULLSCHLEGER GROUP
Madison, WI
AUM
$8.1M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM
608-514-5328
SIMPLICITY FINANCIAL, LLC
Milwaukee, WI
AUM
$8.0M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
(414) 207-6473
LINDENWOOD FINANCIAL LLC
Madison, WI
AUM
$6.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
608-218-4646
DENARIUS WEALTH MANAGEMENT
Appleton, WI
AUM
$3.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(920)941-0225
RONALD L PERKINS DBA PERKINS FINANCIAL
Madison, WI
AUM
$2.7M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
608-235-2575
FRANCIS LLC
Brookfield, WI
AUM
—
RetirementFee-Only/Hourly
Team
20 advisors
Clients
—
Fees
Hourly charges; Fixed fees
866-232-6457
GTG WEALTH MANAGEMENT, LLC
Elm Grove, WI
AUM
—
Financial PlanningFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Hourly charges · Fixed fees +1 more
262-796-1190
STERLING CAPITAL MANAGEMENT INC
Brookfield, WI
AUM
$296.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
262-970-9700
Full profileNo website
LASALLE INVESTMENT ADVISORS, INC.
Pewaukee, WI
AUM
$133.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +3 more
262-650-1099
Full profileNo website
CAPITAL WEALTH ADVISORS, LTD.
West Bend, WI
AUM
$126.1M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
262-306-0066
Full profileNo website
KADEMIAN FINANCIAL GROUP INC
Milwaukee, WI
AUM
$62.7M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
414-289-9925
Full profileNo website
CMG WEALTH ADVISORS LLC
Madison, WI
AUM
—
Wealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
608-471-5415
Full profileNo website
SHELLCREST FINANCIAL LLC
Middleton, WI
AUM
$0
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
715-208-0934
Full profileNo website
PreviousPage 5 of 5