For searches that include a zip code, the results below list CFP® professionals within the selected radius range of the center point of the zip code, displayed in a random order that is updated frequently. If you received too few or too many search results, use the “Refine Your Search” button to modify your search.
Wells Fargo Advisors LLC (608) 783-4626
3628 East Ave S Ste 105 La Crosse, WI 54601-8092 View on Map (608) 788-9800
Compensation Method: Commission and Fee Minimum Investable Assets: None Provided Languages: English
CFP Board Disciplinary History: No Bankruptcy Disclosure in Last 10 Years: No
Specialties: Wealth Management
AAA Tax & Accounting Services (262) 827-8555
13640 W Cleveland Ave Apt 2 New Berlin, WI 53151-3921 View on Map (262) 827-8555
Compensation Method: Fee Only Minimum Investable Assets: $250,000 Languages: English
Specialties: Accounting, Comprehensive Financial Planning, Debt Management
Morgan Stanley Smith Barney (414) 617-8542
111 N Washington St Ste 410 Green Bay, WI 54301-4256 View on Map (920) 436-5613
Compensation Method: None Provided Minimum Investable Assets: None Provided Languages: English
Specialties: Comprehensive Financial Planning, Education Planning, General Financial Planning, Insurance Planning, Investment Management, Investment Planning, Retirement Planning
Ameriprise Financial (608) 356-6675
114 4th Street Baraboo, WI 53913-2147 View on Map (608) 356-6675
Compensation Method: Commission and Fee Minimum Investable Assets: $100,000 Languages: English
Specialties: Comprehensive Financial Planning, Education Planning, Estate Planning, Insurance Planning, Investment Management, Long-Term Care, Retirement Planning
Waukesha State Bank (262) 522-7400
PO Box 648 Waukesha, WI 53187-0648 View on Map (262) 522-7400
Compensation Method: Fee Only Minimum Investable Assets: None Provided Languages: English
Specialties: Asset Allocation, Banking, Comprehensive Financial Planning, Employee and Employer Plan Benefits, General Financial Planning, Investment Management, Investment Planning
Aspiriant Investment Advisors (414) 423-7273
555 E. Wells Street Suite 1400 Milwaukee, WI 53202-3800 View on Map (414) 977-2559
Compensation Method: Fee Only Minimum Investable Assets: $2,000,000 Languages: English
Specialties: Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Estate Planning, Intergenerational Planning, Investment Planning, Retirement Planning
Physician Wealth Strategies, LLC (608) 827-2110
999 Fourier Drive Suite 300 Madison, WI 53717-2914 View on Map (608) 827-2110
Drake & Associates, LLC (414) 409-7226 x3
20855 Watertown Rd Ste 110 Waukesha, WI 53186-1873 View on Map (414) 409-7226
Specialties: Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Elder Care, Estate Planning, General Financial Planning
Roman James Financial (414) 443-2008
2300 N Mayfair Rd Ste 645 Milwaukee, WI 53226-1518 View on Map (414) 443-2008
Compensation Method: Commission and Fee Minimum Investable Assets: $200,000 Languages: English
Specialties: Charitable Giving, Comprehensive Financial Planning, Elder Care, Estate Planning, General Financial Planning, Healthcare Planning, Insurance Planning
CliftonLarsonAllen Wealth Advisors (608) 662-8647
8215 Greenway Blvd. Suite 600 Middleton, WI 53562-3685 View on Map (608) 662-8647
Compensation Method: Salary Minimum Investable Assets: $500,000 Languages: English
US Bancorp (920) 207-7826
605 N 8th St Sheboygan, WI 53081-4525 View on Map (920) 207-7826
Compensation Method: Commission and Fee Minimum Investable Assets: $25,000 Languages: English
Specialties: Asset Allocation, Education Planning, General Financial Planning, Retirement Income Management, Retirement Planning
Edward Jones (920) 832-0744
W5669 County Road Kk Appleton, WI 54915-9398 View on Map (920) 832-0744
Compensation Method: Commission and Fee Minimum Investable Assets: $10,000 Languages: English
PNC Bank (262) 492-9956
3670 S. Moorland Rd New Berlin, WI 53151-5147 View on Map (262) 641-5911
Specialties: Investment Management, Retirement Income Management, Wealth Management
Ameriprise Financial (608) 848-9033
709 Struck St # 200 Madison, WI 53711-6100 View on Map (608) 268-2332
Specialties: Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning, Insurance Planning, Investment Management, Investment Planning
Winch Financial (920) 739-8577
424 E Wisconsin Ave Appleton, WI 54911-4801 View on Map (920) 739-8577
Specialties: Accounting, Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Estate Planning
UBS Financial Services, Inc. (414) 289-3814
411 E Wisconsin Ave Ste 1700 Milwaukee, WI 53202-4465 View on Map (414) 289-3814
17775 W Bluemound Rd Brookfield, WI 53045-2941 View on Map
Compensation Method: Commission and Fee Minimum Investable Assets: $250,000 Languages: English
Specialties: Comprehensive Financial Planning, Insurance Planning, Long-Term Care, Retirement Income Management, Retirement Planning, Wealth Management, Women's Finances
WoodTrust Bank, N.A. (715) 359-2819
PO Box 1725 Wausau, WI 54402-1725 View on Map (715) 301-1618
Compensation Method: Fee Only Minimum Investable Assets: $100,000 Languages: English
Specialties: Banking, Employee and Employer Plan Benefits, General Financial Planning, Retirement Planning
Merrill Lynch (920) 433-6582
480 Pilgrim Way Green Bay, WI 54304-5280 View on Map (920) 433-6582
Compensation Method: Commission and Fee Minimum Investable Assets: $500,000 Languages: English
Specialties: Asset Allocation, Banking, Charitable Giving, Education Planning, Estate Planning, General Financial Planning, Investment Management
Johnson Bank (262) 619-2967
12455 W Grove Ter Elm Grove, WI 53122-1972 View on Map
Specialties: Business Succession Planning, Comprehensive Financial Planning, General Financial Planning, Life Transitions, Retirement Income Management, Retirement Planning, Small Business Planning
Raymond James Financial Services, Inc. (262) 652-7535
5707 6th Ave Kenosha, WI 53140-4103 View on Map (262) 652-7535
Specialties: Asset Allocation, Comprehensive Financial Planning, Education Planning, Investment Management, Retirement Income Management, Retirement Planning, Risk Management