THE KIECKHEFER GROUP
Mequon, WI
AUM
$240.8M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
4147043826
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
344 advisers found
AUM
$236.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
608-784-9100
REVIEW SERVICES INC
Brookfield, WI
AUM
$227.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
262-784-9690
RETIREMENT WEALTH SOLUTIONS LLC
Marshfield, WI
AUM
$227.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
715-384-5481
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
FINANCIAL SERVICE GROUP INC
Mount Pleasant, WI
AUM
$215.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Hourly charges · Fixed fees +1 more
262-554-4500
KCD FINANCIAL, INC.
Green Bay, WI
AUM
$202.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
27 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
920-347-3400
CALCULATED WEALTH
Madison, WI
AUM
$200.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
608-400-4072
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
BOARDWALK FINANCIAL STRATEGIES LLC
Hartland, WI
AUM
$197.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
262-423-7552
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLC
Milwaukee, WI
AUM
$195.2M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
414-765-3500
LIBERTY FINANCIAL GROUP, INC.
Elm Grove, WI
AUM
$194.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
262-785-1377
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
PALADIN PARTNERS
Hartland, WI
AUM
$180.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
414-367-4675
HOFF PRIVATE WEALTH
Wausau, WI
AUM
$177.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM
715-841-0405
COLLAR CAPITAL MANAGEMENT, LLC
Appleton, WI
AUM
$176.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
920-830-1556
FIDUCIARY FINANCIAL PLANNING NETWORK
Onalaska, WI
AUM
$175.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(608) 534-4444
NEUENSCHWANDER ASSET MANAGEMENT, LLC
Mcfarland, WI
AUM
$173.5M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
608-838-3330
AUM
$169.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
262-240-4002
ELITE RETIREMENT GROUP
Plover, WI
AUM
$168.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
715-341-8899
STONEHAVEN WEALTH & TAX SOLUTIONS
Appleton, WI
AUM
$168.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM
920-882-0427