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185 advisors in wisconsin
FirmFeeAUMMin.Clients

SENTRY INVESTMENT MANAGEMENT, L.L.C.

Fee-Only, No ConflictsClean Record
Stevens Point, WisconsinCRD #105176
Typical Fee--
AUM$1.4B
Minimum--
Clients2

SHAKESPEARE WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pewaukee, WisconsinCRD #111950
Typical Fee--
AUM$512M
Minimum--
Clients1,328

SIMS CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Milwaukee, WisconsinCRD #129398
Typical Fee--
AUM$56M
Minimum--
Clients17

SKYLANDS CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Milwaukee, WisconsinCRD #131183
Typical Fee--
AUM$724M
Minimum--
Clients15

SPECTRUM INVESTMENT ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Mequon, WisconsinCRD #108669
Typical Fee--
AUM$850M
Minimum--
Clients1,026

STERLING CAPITAL MANAGEMENT INC

Clean RecordAlso Compensated via Brokerage
Brookfield, WisconsinCRD #106822
Typical Fee--
AUM$255M
Minimum--
Clients413

STONEHAVEN WEALTH & TAX SOLUTIONS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Appleton, WisconsinCRD #332731
Typical Fee--
AUM$154M
Minimum--
Clients856

SUGAR MAPLE ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Sister Bay, WisconsinCRD #282632
Typical Fee--
AUM$259M
Minimum--
Clients205

SUMNICHT & ASSOCIATES, LLC

Fee-Only, No ConflictsClean Record
Appleton, WisconsinCRD #111421
Typical Fee--
AUM$100M
Minimum--
Clients69

SYCAMORE INVESTMENT CONSULTING SERVICES, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Madison, WisconsinCRD #125081
Typical Fee--
AUM$160M
Minimum--
Clients116

T. ANTON INVESTMENT HOUSE, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Madison, WisconsinCRD #174970
Typical Fee--
AUM$332M
Minimum--
Clients869

THE KIECKHEFER GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Mequon, WisconsinCRD #331128
Typical Fee--
AUM$241M
Minimum--
Clients148

THE MILWAUKEE COMPANY

Fee-OnlyClean RecordAlso Compensated via Product Sales
Thiensville, WisconsinCRD #123452
Typical Fee--
AUM$1.1B
Minimum--
Clients318

THE MILWEALTH GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Milwaukee, WisconsinCRD #108931
Typical Fee--
AUM$436M
Minimum--
Clients817

THOMPSON INVESTMENT MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Madison, WisconsinCRD #129609
Typical Fee--
AUM$2.7B
Minimum--
Clients882

TIDAL INVESTMENTS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Milwaukee, WisconsinCRD #164201
Typical Fee--
AUM$27.3B
Minimum--
Clients390

TITLETOWN WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Green Bay, WisconsinCRD #307752
Typical Fee--
AUM$150M
Minimum--
Clients731

TRANSCEND ADVISOR GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Milwaukee, WisconsinCRD #311746
Typical Fee--
AUM$207M
Minimum--
Clients764

TRUSTAGE INVESTMENT MANAGEMENT

Fee-OnlyAlso Compensated via Product Sales
Madison, WisconsinCRD #105960
Typical Fee--
AUM$37.3B
Minimum--
Clients363

UNCOMMON CENTS INVESTING

Fee-OnlyClean RecordAlso Compensated via Product Sales
Janesville, WisconsinCRD #290105
Typical Fee--
AUM$520M
Minimum--
Clients1,121

UNIPLAN INSTITUTIONAL ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Milwaukee, WisconsinCRD #314367
Typical Fee--
AUM--
Minimum--
Clients--

UNIPLAN INVESTMENT COUNSEL, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Milwaukee, WisconsinCRD #154718
Typical Fee--
AUM$1.1B
Minimum--
Clients2,483

VANTAGE FINANCIAL PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Elm Grove, WisconsinCRD #315828
Typical Fee--
AUM$811M
Minimum--
Clients4,118

VERUS WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
De Pere, WisconsinCRD #323130
Typical Fee--
AUM$143M
Minimum--
Clients189

VESTURA, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Hobart, WisconsinCRD #142926
Typical Fee--
AUM$299M
Minimum--
Clients292

WALKNER CONDON FINANCIAL ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Madison, WisconsinCRD #160109
Typical Fee--
AUM$733M
Minimum--
Clients2,556

WALLEYE PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Madison, WisconsinCRD #333435
Typical Fee--
AUM$277M
Minimum--
Clients363

WARNKE/NICHOLS LTD.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Delafield, WisconsinCRD #112181
Typical Fee--
AUM$160M
Minimum--
Clients241

WEA FINANCIAL ADVISORS, INC.

Fee-Only, No ConflictsClean Record
Madison, WisconsinCRD #144919
Typical Fee--
AUM$554M
Minimum--
Clients620

WHALEN CAPITAL, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wausau, WisconsinCRD #130016
Typical Fee--
AUM$152M
Minimum--
Clients577
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