Search Results

185 advisors in wisconsin
FirmFeeAUMMin.Clients

ETF MODEL SOLUTIONS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Appleton, WisconsinCRD #168410
Typical Fee--
AUM$17M
Minimum--
Clients210

EVEXIA WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Stevens Point, WisconsinCRD #323788
Typical Fee--
AUM$329M
Minimum--
Clients1,379

FIDUCIARY MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Milwaukee, WisconsinCRD #109149
Typical Fee--
AUM$15.0B
Minimum--
Clients686

FINANCIAL SERVICE GROUP INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Mount Pleasant, WisconsinCRD #107893
Typical Fee--
AUM$215M
Minimum--
Clients645

FINANCIAL STRATEGIES, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Brookfield, WisconsinCRD #113097
Typical Fee--
AUM$137M
Minimum--
Clients554

FORM WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lake Geneva, WisconsinCRD #326519
Typical Fee--
AUM$932M
Minimum--
Clients2,617

FORTRESS PLANNING GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pewaukee, WisconsinCRD #157900
Typical Fee--
AUM$279M
Minimum--
Clients792

FRANCIS LLC

Fee-Only, No ConflictsClean Record
Brookfield, WisconsinCRD #130687
Typical Fee--
AUM--
Minimum--
Clients--

FRIEDLANDER & CO INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Milwaukee, WisconsinCRD #105150
Typical Fee--
AUM$565M
Minimum--
Clients64

GATEWAY WEALTH PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Appleton, WisconsinCRD #322789
Typical Fee--
AUM$1.2B
Minimum--
Clients5,702

GENEVA CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Milwaukee, WisconsinCRD #105432
Typical Fee--
AUM$6.2B
Minimum--
Clients4,141

GENEVA PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lake Geneva, WisconsinCRD #130768
Typical Fee--
AUM$387M
Minimum--
Clients1,252

GLOBAL VALUE INVESTMENT CORPORATION

Fee-OnlyClean RecordAlso Compensated via Product Sales
Milwaukee, WisconsinCRD #144260
Typical Fee1.50%
AUM$194M
Minimum--
Clients515

GLOBAL VIEW CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Waukesha, WisconsinCRD #158292
Typical Fee--
AUM$708M
Minimum--
Clients7,570

GOLDSTEIN ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Madison, WisconsinCRD #323125
Typical Fee--
AUM$1.1B
Minimum--
Clients4,070

GOOGINS ADVISORS, INC.

Clean RecordAlso Compensated via Brokerage
Middleton, WisconsinCRD #13985
Typical Fee--
AUM$501M
Minimum--
Clients1,687

GRANITE FINANCIAL GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Brookfield, WisconsinCRD #168675
Typical Fee--
AUM$186M
Minimum--
Clients489

H. C. DENISON CO.

Also Compensated via Brokerage
Sheboygan, WisconsinCRD #1628
Typical Fee--
AUM$177M
Minimum--
Clients541

HAMMES REALTY ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Milwaukee, WisconsinCRD #165693
Typical Fee--
AUM$1.8B
Minimum--
Clients5

HARBOR WEALTH MANAGEMENT, LLC

Clean RecordAlso Compensated via Brokerage
Green Bay, WisconsinCRD #153527
Typical Fee--
AUM$410M
Minimum--
Clients1,403

HARBOUR INVESTMENTS, INC.

Also Compensated via Brokerage
Madison, WisconsinCRD #19258
Typical Fee--
AUM$7.6B
Minimum--
Clients38,692

HEARTLAND ADVISORS, INC.

Fee-OnlyAlso Compensated via Product Sales
Milwaukee, WisconsinCRD #29433
Typical Fee--
AUM$1.9B
Minimum--
Clients93

HECK CAPITAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Rhinelander, WisconsinCRD #143848
Typical Fee--
AUM$9.7B
Minimum--
Clients3,815

HOFF PRIVATE WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wausau, WisconsinCRD #301001
Typical Fee--
AUM$177M
Minimum--
Clients550

IAG WEALTH PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Waukesha, WisconsinCRD #109721
Typical Fee--
AUM$1.6B
Minimum--
Clients5,857

INTRINSIC INVESTORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wauwatosa, WisconsinCRD #111968
Typical Fee--
AUM$129M
Minimum--
Clients383

ISECTORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Appleton, WisconsinCRD #147589
Typical Fee--
AUM--
Minimum--
Clients--

ISTHMUS PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Madison, WisconsinCRD #171279
Typical Fee--
AUM$1.4B
Minimum--
Clients1,894

JACOBSON & SCHMITT ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Middleton, WisconsinCRD #140431
Typical Fee--
AUM$590M
Minimum--
Clients1,149

JANSEN WEALTH MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Altoona, WisconsinCRD #317824
Typical Fee--
AUM$105M
Minimum--
Clients633
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