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185 advisors in wisconsin
FirmFeeAUMMin.Clients

WINCH FINANCIAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Appleton, WisconsinCRD #110194
Typical Fee--
AUM$511M
Minimum--
Clients2,345

WINDWARD WEALTH STRATEGIES, INC.

Fee-Only, No ConflictsClean Record
Oshkosh, WisconsinCRD #175126
Typical Fee--
AUM$202M
Minimum--
Clients379

WISCONSIN CAPITAL MANAGEMENT, LLC

Fee-OnlyAlso Compensated via Product Sales
Madison, WisconsinCRD #110394
Typical Fee--
AUM$257M
Minimum--
Clients99

WISCONSIN WEALTH ADVISORS, LLC

Clean RecordAlso Compensated via Brokerage
Sun Prairie, WisconsinCRD #145946
Typical Fee--
AUM$114M
Minimum--
Clients581

YAHARA WEALTH MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Madison, WisconsinCRD #168325
Typical Fee--
AUM$107M
Minimum--
Clients274
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