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Find Retirement Advisors for Retirement Planning in Wisconsin

While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and can seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:

1. Is it the right time to retire?

2. Will I be able to lead a decent lifestyle with my current savings?

3. How much money should I withdraw from my investments so that I have enough money left in my account?

4. How to handle my 401k rollover and IRA?

A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.

Among the top retirement financial planners in Wisconsin, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.

Finding the Best Retirement Planners in Wisconsin

Last Updated - May 14, 2024

Wisconsin has 10 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 173 non-vetted advisors in your local area. These retirement advisors in Wisconsin have an average of 21 years of experience.

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List of Qualified Retirement Planning Advisors in Wisconsin

advisor-photo
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Brady Zwiefelhofer
CLTC®, FIC, CFP®, RICP®, AEP®, AAMS®, CLU®, CAP®, BFA, MSFS®, CDFA®, ChFC®
Thrivent Financial

Qualifications
CRD# 6365235
Firm CRD# 18387
Series 7, 66

Minimum Assets Required
$50,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets

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Andrew Houte
CASL®, CFP®, CRPS®, EA
Next Level Planning & Wealth Management

Qualifications
CRD# 4586318
Firm CRD# 123913
Series 7, 66

Minimum Assets Required
$250,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Tax Advice and Services.

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

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Dean Hessler
CFP®
Edelman Financial Engines, LLC

Qualifications
CRD# 2652956
Firm CRD# 104510
Series 66

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

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Todd J. Glime Wealth Management, LLC
LUTCF®, Life Underwriter Training Council Fellow (LUTCF)
Futurity First Wealth Management

Qualifications
CRD# 4697151
Firm CRD# 323065
Series 65

Minimum Assets Required
$500,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Commissions, Flat Fee, Based on Assets

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Zach Kuehl
CFP®
Madison Partners

Qualifications
CRD# 6051170
Firm CRD# 305824

Minimum Assets Required
$100,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Investment Advice & Management.

Compensation/Fee

Fee-Based

advisor-photo

Qualifications
Firm CRD# 6413
Series 4, 7, 24, 53, 63

Minimum Assets Required
$100,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets

advisor-photo
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Endowment Wealth Management
AWMA®, CAIA®, CPA, CFP®, CFA®

Qualifications
Firm CRD# 108652
Series 65, 66

Minimum Assets Required
$0

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management.

Compensation/Fee

Fee-Only, Based on Assets

advisor-photo
vector.svg VERIFIED

Jacobson & Schmitt Advisors, LLC
CFP®, CPWA®, EA, CFA®

Qualifications
Firm CRD# 140431
Series 65

Minimum Assets Required
$0

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

advisor-photo

Qualifications
Firm CRD# 107271

Minimum Assets Required
Not Specified

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Only, Based on Assets

advisor-photo

Qualifications
CRD# 2936490
Firm CRD# 123913
Series 7, 24, 63, 66

Minimum Assets Required
$500,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts.

Compensation/Fee

Fee-Based

Top 15 Retirement Planning firms in Wisconsin (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC
720 East Wisconsin Avenue,
Milwaukee, WI, 53202-4797
$262,082,656,09819209
A Percentage of AUM, Performance Based
2
ROBERT W. BAIRD & CO. INCORPORATED
777 E. Wisconsin Avenue,
Milwaukee, WI, 53202-5391
$247,790,348,0253160654071
A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based, Performance Based, Other (HARD DOLLAR PAYMENTS FOR RESEARCH)
3
ARTISAN PARTNERS LIMITED PARTNERSHIP
875 East Wisconsin Avenue, Suite 800
Milwaukee, WI, 53202
$128,675,520,784272483
A Percentage of AUM, Performance Based
4
TRUSTAGE INVESTMENT MANAGEMENT
5910 Mineral Point Rd,
Madison, WI, 53705
$32,032,395,00036162
A Percentage of AUM, Fixed Fees, Other (FEE FROM AFFILIATES.)
5
MASON STREET ADVISORS, LLC
720 East Wisconsin Avenue,
Milwaukee, WI, 53202-4797
$25,569,711,8082712
A Percentage of AUM
6
FIDUCIARY MANAGEMENT, INC.
790 N. Water Street, Suite 2100
Milwaukee, WI, 53202
$13,213,149,86283126
A Percentage of AUM
7
MADISON INVESTMENT ADVISORS, LLC
550 Science Drive,
Madison, WI, 53711
$12,949,877,5111426196
A Percentage of AUM, Fixed Fees
8
NATIONAL INVESTMENT SERVICES OF AMERICA, LLC
777 East Wisconsin Avenue, Suite 2350,
Milwaukee, WI, 53202
$7,925,313,00030237
A Percentage of AUM, Performance Based
9
JOHNSON WEALTH INC.
555 East Wells Street, Suite 1900
Milwaukee, WI, 53202
$7,746,236,8851544117
A Percentage of AUM, Fixed Fees
10
ORGEL WEALTH MANAGEMENT, LLC
2420 Rivers Edge Drive,
Altoona, WI, 54720
$6,255,250,814969775
A Percentage of AUM, Fixed Fees
11
HECK CAPITAL ADVISORS, LLC
15 East Anderson Street,
Rhinelander, WI, 54501
$5,620,331,499347521
A Percentage of AUM, Hourly charges, Fixed Fees, Other (PROJECT FEES)
12
TIDAL INVESTMENTS LLC
234 West Florida Street, Suite 203
Milwaukee, WI, 53204
$5,574,754,33171141
A Percentage of AUM, Fixed Fees
13
GENEVA CAPITAL MANAGEMENT LLC
411 E. Wisconsin Ave., Suite 2320
Milwaukee, WI, 53202
$5,026,791,348361820
A Percentage of AUM, Other (MODEL PORTFOLIO FEES BASED ON UNDERLYING ASSETS.)
14
NICHOLAS CO INC
411 E. Wisconsin Ave., Ste 2100
Milwaukee, WI, 53202-4467
$4,882,201,5291515
A Percentage of AUM, Performance Based
15
PROVIDENT TRUST COMPANY
N16 W23217 Stone Ridge Drive, Suite 310
Waukesha, WI, 53188-1199
$4,839,167,748120613
A Percentage of AUM

Information on Top Retirement Planning firms in Wisconsin

QualificationsFirm CRD# 307865

Assets Under Management $262,082,656,098

No. Of Clients19

Clients Per Financial Advisor0

NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC is a financial advisory firm situated in Milwaukee, Wisconsin. With a nearly $262B assets under management, the firm specializes in crafting personalized retirement planning solutions for 19 clients. The team consists of 209 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 8158

Assets Under Management $247,790,348,025

No. Of Clients316065

Clients Per Financial Advisor78

ROBERT W. BAIRD & CO. INCORPORATED is a financial advisory firm situated in Milwaukee, Wisconsin. With a nearly $248B assets under management, the firm specializes in crafting personalized retirement planning solutions for 316065 clients. The team consists of 4071 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees
  • Commission Based
  • Performance Based
  • Other (HARD DOLLAR PAYMENTS FOR RESEARCH)

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 150114

Assets Under Management $128,675,520,784

No. Of Clients272

Clients Per Financial Advisor1

ARTISAN PARTNERS LIMITED PARTNERSHIP is a financial advisory firm situated in Milwaukee, Wisconsin. With a nearly $129B assets under management, the firm specializes in crafting personalized retirement planning solutions for 272 clients. The team consists of 483 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 105960

Assets Under Management $32,032,395,000

No. Of Clients361

Clients Per Financial Advisor6

TRUSTAGE INVESTMENT MANAGEMENT is a financial advisory firm situated in Madison, Wisconsin. With a nearly $32B assets under management, the firm specializes in crafting personalized retirement planning solutions for 361 clients. The team consists of 62 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Other (FEE FROM AFFILIATES.)

Financial Planning Services

  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 114085

Assets Under Management $25,569,711,808

No. Of Clients27

Clients Per Financial Advisor2

MASON STREET ADVISORS, LLC is a financial advisory firm situated in Milwaukee, Wisconsin. With a nearly $26B assets under management, the firm specializes in crafting personalized retirement planning solutions for 27 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Portfolio Management for Investment
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 109149

Assets Under Management $13,213,149,862

No. Of Clients831

Clients Per Financial Advisor32

FIDUCIARY MANAGEMENT, INC. is a financial advisory firm situated in Milwaukee, Wisconsin. With a nearly $13B assets under management, the firm specializes in crafting personalized retirement planning solutions for 831 clients. The team consists of 26 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 110297

Assets Under Management $12,949,877,511

No. Of Clients14261

Clients Per Financial Advisor149

MADISON INVESTMENT ADVISORS, LLC is a financial advisory firm situated in Madison, Wisconsin. With a nearly $13B assets under management, the firm specializes in crafting personalized retirement planning solutions for 14261 clients. The team consists of 96 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 307169

Assets Under Management $7,925,313,000

No. Of Clients302

Clients Per Financial Advisor8

NATIONAL INVESTMENT SERVICES OF AMERICA, LLC is a financial advisory firm situated in Milwaukee, Wisconsin. With a nearly $8B assets under management, the firm specializes in crafting personalized retirement planning solutions for 302 clients. The team consists of 37 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 125557

Assets Under Management $7,746,236,885

No. Of Clients1544

Clients Per Financial Advisor13

JOHNSON WEALTH INC. is a financial advisory firm situated in Milwaukee, Wisconsin. With a nearly $8B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1544 clients. The team consists of 117 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 168219

Assets Under Management $6,255,250,814

No. Of Clients9697

Clients Per Financial Advisor129

ORGEL WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Altoona, Wisconsin. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 9697 clients. The team consists of 75 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 143848

Assets Under Management $5,620,331,499

No. Of Clients3475

Clients Per Financial Advisor165

HECK CAPITAL ADVISORS, LLC is a financial advisory firm situated in Rhinelander, Wisconsin. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3475 clients. The team consists of 21 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees
  • Other (PROJECT FEES)

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 164201

Assets Under Management $5,574,754,331

No. Of Clients711

Clients Per Financial Advisor17

TIDAL INVESTMENTS LLC is a financial advisory firm situated in Milwaukee, Wisconsin. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 711 clients. The team consists of 41 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 105432

Assets Under Management $5,026,791,348

No. Of Clients3618

Clients Per Financial Advisor181

GENEVA CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Milwaukee, Wisconsin. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3618 clients. The team consists of 20 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Other (MODEL PORTFOLIO FEES BASED ON UNDERLYING ASSETS.)

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 108347

Assets Under Management $4,882,201,529

No. Of Clients15

Clients Per Financial Advisor1

NICHOLAS CO INC is a financial advisory firm situated in Milwaukee, Wisconsin. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 15 clients. The team consists of 15 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 110118

Assets Under Management $4,839,167,748

No. Of Clients1206

Clients Per Financial Advisor93

PROVIDENT TRUST COMPANY is a financial advisory firm situated in Waukesha, Wisconsin. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1206 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

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