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94 Financial Planners in Wisconsin
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Vicki Lublin

CFP®

Owner/President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Wisconsin and the surrounding communities.

Financial Matters

W375 N7847 Tamarack Dr
Oconomowoc, WI 53066
(262) 468-4865

Laura S. Barry

CFP®

Managing Director

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

Wealthspire Advisors

330 E Kilbourn Ave, Ste 1219
Milwaukee, WI 53202-6620
(414) 509-1318
CONNECT WITH Laura
  • linkedin link

T. Jay Jones

CFP®

Specialties: Charitable & Planned Giving, Estate Planning, Investment Management, Retirement, Special...More

Commission and Fee Financial Advisor serving Wisconsin and the surrounding communities.

Ringenberg Financial Group

1000 Lake Shore Dr W
Ashland, WI 54806
(715) 682-3430

Bruce H. Melling

CPA, PFS, CFP®

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Wisconsin and the surrounding communities.

Bruce H. Melling, CPA, PFS, CFP®

37424 128th St
Twin Lakes, WI 53181
(866) 578-0900
+1 More Number
(866) 578-0900

R. Philip Petrowski

CFP®

Senior Partner

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving,...More

Commission and Fee Financial Advisor serving Wisconsin and the surrounding communities.

Blackhorn Partners

10 E Doty St, Ste 800
Madison, WI 53703
(608) 620-3775
CONNECT WITH R. Philip
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John W. Litscher

CFP®, CRPC, AWMA

Financial Planner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Wisconsin and the surrounding communities.

The Capital Group At Lincoln Financial Advisors

406 Science Dr, Suite 310
Madison, WI 53711-1068
(608) 268-5100

Aaron V. Cross

CPA, CFP®

Senior Financial Advisor

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home,...More

Financial Advisor serving Wisconsin and the surrounding communities.

BMO Investment Services

790 N Water St, FL 11
Milwaukee, WI 53202
(414) 223-1454

Laura L. Wilcox

MS, CFP®

Financial Planner

Specialties: Comprehensive Financial Planning, Investment Management, Life Planning, Nontraditional...More

Commission and Fee Financial Advisor serving Wisconsin and the surrounding communities.

Financial Planning Center for Women

5711 Broad St
Greendale, WI 53129-2403
(414) 529-5599

Douglas M. Gjerde

CFP®

Managing Partner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Estate Planning, Investment...More

Commission and Fee Financial Advisor serving Wisconsin and the surrounding communities.

Heritage Financial Partners

2021 S Webster Ave
Green Bay, WI 54301
(800) 435-8896
+1 More Number
(920) 435-8436

Bryan A. Johnson

CFP®

Senior Vice President

Specialties: Comprehensive Financial Planning, Attending College, Asset Allocation, Mutual Funds,...More

Commission and Fee Financial Advisor serving Wisconsin and the surrounding communities.

Robert W. Baird & Co.

1245 Corporate Center Dr
Oconomowoc, WI 53066
(262) 560-2807

Arthur S. Rothschild

CFP®

Vice President

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving,...More

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

Landaas & Company

411 E Wisconsin, Ste 2000
Milwaukee, WI 53202
(414) 223-1099

John A. Mlekoday

CFP®

Specialties: Estate Planning, Investment Management, Retirement, Stocks & Bonds

Financial Advisor serving Wisconsin and the surrounding communities.

Wealth Management Company at Northwestern Mutual

7621 North Van Dyke Road
Fox Point, WI 53217
(414) 507-4840

Luke D. Kuchenberg

CFP®,

Founding Partner

Specialties: Estate Planning, Investment Management, Insurance, Retirement

Commission and Fee Financial Advisor serving Wisconsin and the surrounding communities.

FORM Wealth, LLC

431 Geneva National Ave S
Lake Geneva, WI 53147
262-686-3005

Robert Schneider

CFP®, RICP®

Wealth Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Financial Advisor serving Wisconsin and the surrounding communities.

Johnson Financial Group

555 E Wells St, Suite 1900
Milwaukee, WI 53202
(414) 291-4508

Theodore G. Baer

CFP®, CIMA®, MBA

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Wisconsin and the surrounding communities.

Next Level Planning & Wealth Management

325 N Corporate Dr, Ste 100
Brookfield, WI 53045-5828
(262) 432-9262
CONNECT WITH Theodore
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Justin Moilanen

CFP®, RICP®

Specialties:

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

4812 Northwestern Ave
Mount Pleasant, WI 53406-1504

Joel C. McNeil

CFP®

Director of Advisory Services

Specialties: Comprehensive Financial Planning, Asset Allocation, Estate Planning, Investment Management...More

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

Isthmus Partners

1 S Pinckney St, Suite 818
Madison, WI 53703
(844) 478-4687
+1 More Number
(608) 729-0947

Maureen L. McCabe

CLU,ChFC,CFP®,CEBS,

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Wisconsin and the surrounding communities.

Maureen McCabe, LLC

6025 N Green Bay Ave
Milwaukee, WI 53209
(414) 254-6483

Rosemary Barnes

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Financial Advisor serving Wisconsin and the surrounding communities.

Rosemary Barnes, CFP®

300 3rd St, Ste 308
Wausau, WI 54403
(715) 842-2703

Patrick Bortz

CFP®, APMA

Financial Advisor, Managing Director

Specialties:

Commission and Fee Financial Advisor serving Wisconsin and the surrounding communities.

Ameriprise Financial Services, LLC

121 St. Paul Street
Oconomowoc, WI 53066

David Muehl

CFP®

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving,...More

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

Canopy Wealth Management

8215 Greenway Blvd, Suite 540
Middleton, WI 53562
(608) 836-2069
CONNECT WITH David
  • linkedin link

Sarah Knudson

CFP®

Specialties:

Financial Advisor serving Wisconsin and the surrounding communities.

Charles Schwab

17515 Bluemound Rd, Suite 100
Brookfield, WI 53045
(262) 207-2677

Daniel J. Evans

CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning

Commission and Fee Financial Advisor serving Wisconsin and the surrounding communities.

MPPL Financial

2610 Stewart Avenue, Suite 100
Wausau, WI 54401
1-800-236-6775
+1 More Number
(715) 848-3474

Jonathan D. Wylie

CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Financial Advisor serving Wisconsin and the surrounding communities.

BCU Wealth Advisors, LLC

1558 N Thompson Rd
Sun Prairie, WI 53590-6117
(414) 795-9122
CONNECT WITH Jonathan
  • linkedin link

Daniel Bruce

MPAS™, CFP®

AVP, Advisor Technology Consultant

Specialties:

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

LPL FINANCIAL

7672 S. Mission Woods Court
Franklin, WI 53132
(414) 702-7420

David Kutschenreuter

CFP®

Specialties:

Commission and Fee Financial Advisor serving Wisconsin and the surrounding communities.

Royal Alliance

15809 W National Ave
New Berlin, WI 53151-5120
(262) 901-1600

Cindy Fischer

CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning, Attending College, Asset Allocation, Estate Planning,...More

Commission and Fee Financial Advisor serving Wisconsin and the surrounding communities.

Storm Fischer Investment Group

16655 W Wisconsin Ave, Ste 105
Brookfield, WI 53005
(262) 796-8400

Irene M. Vilona-LaBonne

CFP®

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Asset...More

Commission and Fee Financial Advisor serving Wisconsin and the surrounding communities.

517 E Walworth Ave, PO Box 407
Delavan, WI 53115
(262) 728-2202

Shannon V. Wegner

CFP®

Fee Only Fiduciary

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Career...More

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

Wegner Asset Management, LLC

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Madison, WI 53705
+ 1 More Address

Wegner Asset Management, LLC

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Middleton, WI 53562

Michael P. Haubrich

CFP®, CSA®

President

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Career Change, Estate...More

Fee Only Financial Advisor serving Wisconsin and the surrounding communities.

Financial Service Group, Inc.

4812 Northwestern Avenue
Racine, WI 53406
+ 1 More Address

Financial Service Group, Inc.

4812 Northwestern Ave
Mount Pleasant, WI 53406
(800) 420-4500
CONNECT WITH Michael
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