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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 - September 9, 2024Wisconsin has 8 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 17 years of experience.
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List of Qualified Retirement Planning Advisors in Wisconsin
VERIFIEDBrady 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
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
VERIFIEDDean 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
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
VERIFIED 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
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
VERIFIEDJacobson & 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
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 | NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 720 East Wisconsin Avenue, Milwaukee, WI, 53202-4797 | $262,082,656,098 | 19 | 209 | A Percentage of AUM, Performance Based |
| 2 | ROBERT W. BAIRD & CO. INCORPORATED 777 E. Wisconsin Avenue, Milwaukee, WI, 53202-5391 | $247,790,348,025 | 316065 | 4071 | 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 | $128,675,520,784 | 272 | 483 | A Percentage of AUM, Performance Based |
| 4 | TRUSTAGE INVESTMENT MANAGEMENT 5910 Mineral Point Rd, Madison, WI, 53705 | $32,032,395,000 | 361 | 62 | A Percentage of AUM, Fixed Fees, Other (FEE FROM AFFILIATES.) |
| 5 | MASON STREET ADVISORS, LLC 720 East Wisconsin Avenue, Milwaukee, WI, 53202-4797 | $25,569,711,808 | 27 | 12 | A Percentage of AUM |
| 6 | FIDUCIARY MANAGEMENT, INC. 790 N. Water Street, Suite 2100 Milwaukee, WI, 53202 | $13,213,149,862 | 831 | 26 | A Percentage of AUM |
| 7 | MADISON INVESTMENT ADVISORS, LLC 550 Science Drive, Madison, WI, 53711 | $12,949,877,511 | 14261 | 96 | A Percentage of AUM, Fixed Fees |
| 8 | NATIONAL INVESTMENT SERVICES OF AMERICA, LLC 777 East Wisconsin Avenue, Suite 2350, Milwaukee, WI, 53202 | $7,925,313,000 | 302 | 37 | A Percentage of AUM, Performance Based |
| 9 | JOHNSON WEALTH INC. 555 East Wells Street, Suite 1900 Milwaukee, WI, 53202 | $7,746,236,885 | 1544 | 117 | A Percentage of AUM, Fixed Fees |
| 10 | ORGEL WEALTH MANAGEMENT, LLC 2420 Rivers Edge Drive, Altoona, WI, 54720 | $6,255,250,814 | 9697 | 75 | A Percentage of AUM, Fixed Fees |
| 11 | HECK CAPITAL ADVISORS, LLC 15 East Anderson Street, Rhinelander, WI, 54501 | $5,620,331,499 | 3475 | 21 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (PROJECT FEES) |
| 12 | TIDAL INVESTMENTS LLC 234 West Florida Street, Suite 203 Milwaukee, WI, 53204 | $5,574,754,331 | 711 | 41 | A Percentage of AUM, Fixed Fees |
| 13 | GENEVA CAPITAL MANAGEMENT LLC 411 E. Wisconsin Ave., Suite 2320 Milwaukee, WI, 53202 | $5,026,791,348 | 3618 | 20 | 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 | $4,882,201,529 | 15 | 15 | A Percentage of AUM, Performance Based |
| 15 | PROVIDENT TRUST COMPANY N16 W23217 Stone Ridge Drive, Suite 310 Waukesha, WI, 53188-1199 | $4,839,167,748 | 1206 | 13 | 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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- Retirement Planners in Chippewa Falls, Wisconsin
- Retirement Planners in Madison, Wisconsin
- Retirement Planners in Middleton, Wisconsin
- Retirement Planners in Milwaukee, Wisconsin
- Retirement Planners in Waukesha, Wisconsin
Looking for more choices? Use our free match service to compare retirement planners serving your area.