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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 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 - April 24, 2025Wisconsin has 9 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 185 non-vetted advisors in your local area. These retirement advisors in Wisconsin have an average of 17 years of experience.
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List of Qualified Retirement Planning Advisors in Wisconsin
VERIFIEDAndrew 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
VERIFIEDTodd 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
$5,000
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
VERIFIEDZach 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
VERIFIEDEvexia Wealth, LLC
CAIA®, FIC, CFP®, RICP®, CFA®
Qualifications
Firm CRD# 323788
Series 65
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, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Flat Fee, Based on Assets
VERIFIEDBKM Wealth Management
CPA, CFP®, CIMA®, CDFA®
Qualifications
CRD# 4725677
Firm CRD# 323928
Series 7, 31, 66
Minimum Assets Required
$250,000
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, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDEndowment 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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Wisconsin (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 777 E. Wisconsin Avenue, Milwaukee, WI, 53202-5391 | $287,514,955,453 | 331500 | 4069 | A percentage of AUM, Hourly charges, Fixed fees, Commission Based, Performance Based, Other (HARD DOLLAR PAYMENTS FOR RESEARCH) |
| 2 | 720 East Wisconsin Avenue, Milwaukee, WI, 53202-4797 | $281,345,911,200 | 25 | 260 | A percentage of AUM, Performance Based |
| 3 | 875 East Wisconsin Avenue, Suite 800 Milwaukee, WI, 53202 | $151,331,807,781 | 259 | 503 | A percentage of AUM, Performance Based |
| 4 | 5910 Mineral Point Rd, Madison, WI, 53705 | $35,460,961,000 | 350 | 64 | A percentage of AUM, Fixed fees, Other (FEE FROM AFFILIATES.) |
| 5 | 720 East Wisconsin Avenue, Milwaukee, WI, 53202-4797 | $28,558,864,166 | 31 | 14 | A percentage of AUM, Other (SEE SCHEDULE D-MISCELLANEOUS) |
| 6 | 790 N. Water Street, Suite 2100 Milwaukee, WI, 53202 | $14,936,427,714 | 769 | 26 | A percentage of AUM |
| 7 | 550 Science Drive, Madison, WI, 53711 | $13,237,436,659 | 14743 | 95 | A percentage of AUM, Fixed fees |
| 8 | 234 West Florida Street, Suite 203 Milwaukee, WI, 53204 | $11,334,422,677 | 373 | 52 | A percentage of AUM, Fixed fees |
| 9 | 777 East Wisconsin Avenue, Suite 2350, Milwaukee, WI, 53202 | $9,848,742,000 | 313 | 35 | A percentage of AUM, Performance Based |
| 10 | 555 East Wells Street, Suite 1900 Milwaukee, WI, 53202 | $8,435,966,964 | 2516 | 137 | A percentage of AUM, Fixed fees |
| 11 | 2420 Rivers Edge Drive, Altoona, WI, 54720 | $7,104,580,359 | 10031 | 78 | A percentage of AUM, Fixed fees |
| 12 | 15 East Anderson Street, Rhinelander, WI, 54501 | $6,656,170,303 | 3566 | 20 | A percentage of AUM, Hourly charges, Fixed fees, Other (PROJECT FEES) |
| 13 | 411 E. Wisconsin Ave., Ste 2100 Milwaukee, WI, 53202-4467 | $6,320,548,103 | 13 | 17 | A percentage of AUM, Performance Based |
| 14 | 575 D'Onofrio Drive, Suite 300 Madison, WI, 53719 | $6,101,862,276 | 33564 | 228 | A percentage of AUM, Hourly charges, Subscription fees, Fixed fees, Commission Based |
| 15 | 411 E. Wisconsin Ave., Suite 2320 Milwaukee, WI, 53202-4461 | $5,841,894,931 | 3835 | 21 | A percentage of AUM, Other (MODEL PORTFOLIO FEES BASED ON UNDERLYING ASSETS.) |
Information on Top Retirement Planning firms in Wisconsin
QualificationsFirm CRD# 8158
Assets Under Management $287,514,955,453
No. Of Clients331500
Clients Per Financial Advisor81
ROBERT W. BAIRD & CO. INCORPORATED is a financial advisory firm situated in Milwaukee, Wisconsin. With a nearly $288B assets under management, the firm specializes in crafting personalized retirement planning solutions for 331500 clients. The team consists of 4069 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Publication of periodicals and newsletters
- Education seminars/workshops
- Other (SEE SCHEDULE D)
QualificationsFirm CRD# 307865
Assets Under Management $281,345,911,200
No. Of Clients25
Clients Per Financial Advisor0
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC is a financial advisory firm situated in Milwaukee, Wisconsin. With a nearly $281B assets under management, the firm specializes in crafting personalized retirement planning solutions for 25 clients. The team consists of 260 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 vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 150114
Assets Under Management $151,331,807,781
No. Of Clients259
Clients Per Financial Advisor1
ARTISAN PARTNERS LIMITED PARTNERSHIP is a financial advisory firm situated in Milwaukee, Wisconsin. With a nearly $151B assets under management, the firm specializes in crafting personalized retirement planning solutions for 259 clients. The team consists of 503 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 and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other (MODEL DELIVERY PROGRAMS)
QualificationsFirm CRD# 105960
Assets Under Management $35,460,961,000
No. Of Clients350
Clients Per Financial Advisor5
TRUSTAGE INVESTMENT MANAGEMENT is a financial advisory firm situated in Madison, Wisconsin. With a nearly $35B assets under management, the firm specializes in crafting personalized retirement planning solutions for 350 clients. The team consists of 64 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 businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 114085
Assets Under Management $28,558,864,166
No. Of Clients31
Clients Per Financial Advisor2
MASON STREET ADVISORS, LLC is a financial advisory firm situated in Milwaukee, Wisconsin. With a nearly $29B assets under management, the firm specializes in crafting personalized retirement planning solutions for 31 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Other (SEE SCHEDULE D-MISCELLANEOUS)
Financial Planning Services
- Portfolio management for investment companies
- Selection for other advisors
QualificationsFirm CRD# 109149
Assets Under Management $14,936,427,714
No. Of Clients769
Clients Per Financial Advisor30
FIDUCIARY MANAGEMENT, INC. is a financial advisory firm situated in Milwaukee, Wisconsin. With a nearly $15B assets under management, the firm specializes in crafting personalized retirement planning solutions for 769 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 and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 110297
Assets Under Management $13,237,436,659
No. Of Clients14743
Clients Per Financial Advisor155
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 14743 clients. The team consists of 95 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Other (SUBADVISORY PORTFOLIO MANAGEMENT IN WRAP SPONSOR PROGRAMS AND MODELS)
QualificationsFirm CRD# 164201
Assets Under Management $11,334,422,677
No. Of Clients373
Clients Per Financial Advisor7
TIDAL INVESTMENTS LLC is a financial advisory firm situated in Milwaukee, Wisconsin. With a nearly $11B assets under management, the firm specializes in crafting personalized retirement planning solutions for 373 clients. The team consists of 52 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Pesnsion consulting services
- Selection for other advisors
- Other (CONSULTING SERVICES TO OTHER INVESTMENT ADVISERS OR INVESTMENT MANAGEMENT COMPANIES)
QualificationsFirm CRD# 307169
Assets Under Management $9,848,742,000
No. Of Clients313
Clients Per Financial Advisor9
NATIONAL INVESTMENT SERVICES OF AMERICA, LLC is a financial advisory firm situated in Milwaukee, Wisconsin. With a nearly $10B assets under management, the firm specializes in crafting personalized retirement planning solutions for 313 clients. The team consists of 35 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 and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 125557
Assets Under Management $8,435,966,964
No. Of Clients2516
Clients Per Financial Advisor18
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 2516 clients. The team consists of 137 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 168219
Assets Under Management $7,104,580,359
No. Of Clients10031
Clients Per Financial Advisor129
ORGEL WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Altoona, Wisconsin. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 10031 clients. The team consists of 78 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
QualificationsFirm CRD# 143848
Assets Under Management $6,656,170,303
No. Of Clients3566
Clients Per Financial Advisor178
HECK CAPITAL ADVISORS, LLC is a financial advisory firm situated in Rhinelander, Wisconsin. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3566 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
- Hourly charges
- Fixed fees
- Other (PROJECT FEES)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Other (CAPITAL CENTRAL SERVICES)
QualificationsFirm CRD# 108347
Assets Under Management $6,320,548,103
No. Of Clients13
Clients Per Financial Advisor1
NICHOLAS CO INC 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 13 clients. The team consists of 17 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 and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 19258
Assets Under Management $6,101,862,276
No. Of Clients33564
Clients Per Financial Advisor147
HARBOUR INVESTMENTS, INC. is a financial advisory firm situated in Madison, Wisconsin. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 33564 clients. The team consists of 228 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Subscription fees
- Fixed fees
- Commission Based
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
QualificationsFirm CRD# 105432
Assets Under Management $5,841,894,931
No. Of Clients3835
Clients Per Financial Advisor183
GENEVA CAPITAL MANAGEMENT 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 3835 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
- Other (MODEL PORTFOLIO FEES BASED ON UNDERLYING ASSETS.)
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other (MODEL PORTFOLIO SERVICES TO FINANCIAL FIRMS)
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Appleton, Wisconsin
- Retirement Planners in Brookfield, Wisconsin
- Retirement Planners in Madison, Wisconsin
- Retirement Planners in Milwaukee, Wisconsin
- Retirement Planners in Stevens Point, Wisconsin
- Retirement Planners in Waukesha, Wisconsin
Looking for more choices? Use our free match service to compare retirement planners serving your area.