Fiduciary advisors in Wausau, WI

4 registered advisers

Current count for Wausau, Wisconsin: 4 fiduciary advisors with active SEC registration, 3 operating fee-only.

BUSKA WEALTH MANAGEMENT, LLC

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

HOFF PRIVATE WEALTH

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

MIDWEST PROFESSIONAL PLANNERS, LTD.

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

WHALEN CAPITAL, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wausau, WisconsinCRD #130016
Typical Fee--
AUM$152M
Minimum--
Clients577
Fiduciary Advisors in Wausau, Wisconsin | FiduciaryListings