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185 advisors in wisconsin
FirmFeeAUMMin.Clients

BROOK CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Brookfield, WisconsinCRD #130919
Typical Fee--
AUM$283M
Minimum--
Clients1,490

BUSKA WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wausau, WisconsinCRD #170627
Typical Fee--
AUM$529M
Minimum--
Clients3,520

CALCULATED WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Madison, WisconsinCRD #318985
Typical Fee--
AUM$201M
Minimum--
Clients194

CAMPBELL NEWMAN ASSET MANAGEMENT INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Milwaukee, WisconsinCRD #107003
Typical Fee--
AUM$1.3B
Minimum--
Clients1,382

CANOPY WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Middleton, WisconsinCRD #297717
Typical Fee--
AUM$1.2B
Minimum--
Clients2,608

CAPITAL INNOVATIONS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Waukesha, WisconsinCRD #145329
Typical Fee--
AUM$373M
Minimum--
Clients9

CAPITAL INVESTMENT SERVICES OF AMERICA INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Milwaukee, WisconsinCRD #110639
Typical Fee1.00%
AUM$1.3B
Minimum--
Clients937

CAPITAL WEALTH ADVISORS, LTD.

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Bend, WisconsinCRD #155263
Typical Fee--
AUM$114M
Minimum--
Clients530

CHARTER CAPITAL MANAGEMENT, INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Brookfield, WisconsinCRD #35919
Typical Fee--
AUM$412M
Minimum--
Clients377

CLF ASSET MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Madison, WisconsinCRD #284060
Typical Fee--
AUM$110M
Minimum--
Clients990

CLIENT FIRST INVESTMENT MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Bend, WisconsinCRD #282600
Typical Fee--
AUM$272M
Minimum--
Clients1,578

COLLAR CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Appleton, WisconsinCRD #152325
Typical Fee1.50%
AUM$176M
Minimum--
Clients297

CONCEPTUAL FINANCIAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Appleton, WisconsinCRD #167513
Typical Fee--
AUM$190M
Minimum--
Clients778

COORDINATED CAPITAL SECURITIES, INC.

Also Compensated via Brokerage
Fort Atkinson, WisconsinCRD #14762
Typical Fee--
AUM$160M
Minimum--
Clients248

COPPER HARBOR INVESTMENT ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Appleton, WisconsinCRD #169978
Typical Fee--
AUM$665M
Minimum--
Clients228

CORNERSTONE FINANCIAL GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Appleton, WisconsinCRD #324255
Typical Fee1.50%
AUM$220M
Minimum--
Clients1,429

CUSHING CAPITAL PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Delafield, WisconsinCRD #313497
Typical Fee--
AUM$233M
Minimum--
Clients659

CWP PRIVATE WEALTH MANAGEMENT

Fee-OnlyAlso Compensated via Product Sales
West Bend, WisconsinCRD #281520
Typical Fee--
AUM$222M
Minimum--
Clients1,053

DANA INVESTMENT ADVISORS INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Waukesha, WisconsinCRD #105879
Typical Fee--
AUM$5.8B
Minimum--
Clients3,699

DENALI WEALTH MANAGEMENT, INC.

Fee-Only, No ConflictsClean Record
Mequon, WisconsinCRD #153323
Typical Fee--
AUM$183M
Minimum--
Clients376

DIVERSIFIED MANAGEMENT INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Milwaukee, WisconsinCRD #106680
Typical Fee--
AUM$1.7B
Minimum--
Clients1,706

DRAKE & ASSOCIATES, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Waukesha, WisconsinCRD #154854
Typical Fee--
AUM$419M
Minimum--
Clients2,611

ECIO, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Madison, WisconsinCRD #301432
Typical Fee--
AUM$232M
Minimum--
Clients195

ELITE RETIREMENT GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Plover, WisconsinCRD #312178
Typical Fee--
AUM$168M
Minimum--
Clients1,941

ELITE WEALTH MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Plover, WisconsinCRD #333159
Typical Fee1.50%
AUM$153M
Minimum--
Clients1,822

ELLENBECKER INVESTMENT GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Waukesha, WisconsinCRD #173851
Typical Fee--
AUM$1.7B
Minimum--
Clients2,152

ENDOWMENT WEALTH MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Appleton, WisconsinCRD #108652
Typical Fee--
AUM$428M
Minimum--
Clients2,403

ENRICH FINANCIAL PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Madison, WisconsinCRD #111234
Typical Fee--
AUM$478M
Minimum--
Clients1,534

ENTASIS ASSET MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Brookfield, WisconsinCRD #282711
Typical Fee--
AUM$171M
Minimum--
Clients465

ENVISION FINANCIAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Brookfield, WisconsinCRD #314365
Typical Fee--
AUM$252M
Minimum--
Clients108
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