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185 advisors in wisconsin
FirmFeeAUMMin.Clients

JOHN F SUBY WEALTH MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Madison, WisconsinCRD #150824
Typical Fee1.00%
AUM$428M
Minimum--
Clients286

JOHNSON WEALTH INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Milwaukee, WisconsinCRD #125557
Typical Fee--
AUM$9.1B
Minimum--
Clients6,888

KCD FINANCIAL, INC.

Also Compensated via Brokerage
Green Bay, WisconsinCRD #127473
Typical Fee--
AUM$183M
Minimum--
Clients697

KELLOGG ASSET MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Green Bay, WisconsinCRD #150031
Typical Fee--
AUM$2.7B
Minimum--
Clients108

KERBERROSE WEALTH MANAGEMENT, LLC

Clean RecordAlso Compensated via Brokerage
Shawano, WisconsinCRD #168787
Typical Fee--
AUM$910M
Minimum--
Clients2,911

KLCM ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Milwaukee, WisconsinCRD #107847
Typical Fee--
AUM$1.5B
Minimum--
Clients623

KOM WEALTH MANAGEMENT GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Appleton, WisconsinCRD #142682
Typical Fee--
AUM$385M
Minimum--
Clients2,279

KULT WEALTH MANAGEMENT GROUP, LLC

Fee-Only, No ConflictsClean Record
Brookfield, WisconsinCRD #126740
Typical Fee--
AUM$135M
Minimum--
Clients69

LANDAAS & COMPANY

Also Compensated via Brokerage
Milwaukee, WisconsinCRD #47487
Typical Fee--
AUM$1.7B
Minimum--
Clients4,030

LEVERTY FINANCIAL GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Hudson, WisconsinCRD #310258
Typical Fee--
AUM$677M
Minimum--
Clients2,365

LIBERTY FINANCIAL GROUP, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Elm Grove, WisconsinCRD #111272
Typical Fee--
AUM$125M
Minimum--
Clients639

MACCO FINANCIAL GROUP, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Green Bay, WisconsinCRD #337398
Typical Fee--
AUM$278M
Minimum--
Clients1,467

MADISON ASSET MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Madison, WisconsinCRD #130874
Typical Fee--
AUM$5.2B
Minimum--
Clients44

MADISON INVESTMENT ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Madison, WisconsinCRD #110297
Typical Fee--
AUM$13.3B
Minimum--
Clients15,949

MADISON PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Madison, WisconsinCRD #305824
Typical Fee1.25%
AUM$1.3B
Minimum--
Clients6,213

MARIETTA INVESTMENT PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Milwaukee, WisconsinCRD #108479
Typical Fee--
AUM$605M
Minimum--
Clients144

MASON STREET ADVISORS, LLC

Fee-OnlyAlso Compensated via Product Sales
Milwaukee, WisconsinCRD #114085
Typical Fee--
AUM$35.0B
Minimum--
Clients31

MASON WELLS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Milwaukee, WisconsinCRD #173069
Typical Fee--
AUM$1.9B
Minimum--
Clients4

MBE WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tomah, WisconsinCRD #165516
Typical Fee--
AUM$977M
Minimum--
Clients5,412

MCGLONE SUTTNER WEALTH MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Appleton, WisconsinCRD #149830
Typical Fee--
AUM$1.0B
Minimum--
Clients2,913

MCKINLEY MONEY, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Eau-Claire, WisconsinCRD #145571
Typical Fee--
AUM$135M
Minimum--
Clients536

MENDOTA FINANCIAL GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Madison, WisconsinCRD #136294
Typical Fee--
AUM$255M
Minimum--
Clients919

MIDWEST PROFESSIONAL PLANNERS, LTD.

Clean RecordAlso Compensated via Brokerage
Wausau, WisconsinCRD #112995
Typical Fee--
AUM$554M
Minimum--
Clients2,586

MILESTONE INVESTMENT ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Middleton, WisconsinCRD #168429
Typical Fee--
AUM$824M
Minimum--
Clients1,247

MLG FUND MANAGER LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Brookfield, WisconsinCRD #335692
Typical Fee--
AUM$147M
Minimum--
Clients2

MORGAN DEMPSEY CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Milwaukee, WisconsinCRD #106288
Typical Fee--
AUM$287M
Minimum--
Clients563

MUELLER WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Mishicot, WisconsinCRD #306943
Typical Fee--
AUM$148M
Minimum--
Clients936

N.E.W. ADVISORY SERVICES, LLC

Clean RecordAlso Compensated via Product Sales
De Pere, WisconsinCRD #290405
Typical Fee--
AUM$1.3B
Minimum--
Clients8,245

NATIONAL INVESTMENT SERVICES OF AMERICA, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Milwaukee, WisconsinCRD #307169
Typical Fee--
AUM$12.9B
Minimum--
Clients342

NEUENSCHWANDER ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Mcfarland, WisconsinCRD #125179
Typical Fee0.30%
AUM$149M
Minimum--
Clients190
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