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Find Retirement Advisors for Retirement Planning in Brookfield, Wisconsin
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Finding the Best Retirement Planners in Brookfield, Wisconsin
Last Updated - April 19, 2024Brookfield has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 12 non-vetted advisors in your local area. These retirement advisors in Brookfield, Wisconsin have an average of 18 years of experience.
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List of Qualified Retirement Planning Advisors in Brookfield, 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
VERIFIEDAllworth Financial
AIF®, BFA", CDFA", RFC®
Qualifications
Firm CRD# 111167
Minimum Assets Required
Not Specified
Advisory Services:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based
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 12 Retirement Planning firms in Brookfield, Wisconsin (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | BKM WEALTH MANAGEMENT 20300 Water Tower Boulevard, Suite 250, Brookfield, WI, 53045 | $481,413,305 | 1856 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 2 | CHARTER CAPITAL MANAGEMENT, INC 13805 W Burleigh Road, Suite 100 Brookfield, WI, 53005 | $283,207,043 | 362 | 5 | A Percentage of AUM |
| 3 | FREEDOM WEALTH ALLIANCE 675 North Barker Road, Suite 220 Brookfield, WI, 53045 | $279,810,534 | 1613 | 12 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 4 | GRANITE FINANCIAL GROUP 175 N. Patrick Blvd., Suite 170 Brookfield, WI, 53045-5857 | $221,059,000 | 1551 | 1 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 5 | BROOK CAPITAL 675 N.Barker Road, Suite #200, Brookfield, WI, 53045 | $183,601,830 | 1159 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based |
| 6 | STERLING CAPITAL MANAGEMENT INC 17160 W. North Ave, Suite 200 Brookfield, WI, 53005 | $175,663,809 | 348 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based |
| 7 | REVIEW SERVICES INC 13255 West Bluemound Road, Suite 205 Brookfield, WI, 53005 | $159,319,424 | 794 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 8 | ENVISION FINANCIAL LLC 375 Bishops Way Suite 232, Brookfield, WI, 53005 | $129,010,115 | 78 | 3 | A Percentage of AUM |
| 9 | ENTASIS ASSET MANAGEMENT LLC 200 S Executive Dr., Suite 101 Brookfield, WI, 53005 | $115,238,768 | 396 | 4 | A Percentage of AUM, Fixed Fees |
| 10 | FINANCIAL STRATEGIES, INC. 13555 Bishops Court, Suite 340 Brookfield, WI, 53005 | $102,517,355 | 508 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 11 | KULT WEALTH MANAGEMENT GROUP, LLC 17100 W North Ave Suite 202, Brookfield, WI, 53005 | $94,700,000 | 66 | 2 | A Percentage of AUM |
| 12 | FRANCIS INVESTMENT COUNSEL LLC 19435 W. Capitol Drive, Brookfield, WI, 53045 | $0 | 0 | 22 | Hourly charges, Fixed Fees |
Information on Top Retirement Planning firms in Brookfield, Wisconsin
QualificationsFirm CRD# 323928
Assets Under Management $481,413,305
No. Of Clients1856
Clients Per Financial Advisor309
BKM WEALTH MANAGEMENT is a financial advisory firm situated in Brookfield, Wisconsin. With a nearly $481M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1856 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 35919
Assets Under Management $283,207,043
No. Of Clients362
Clients Per Financial Advisor72
CHARTER CAPITAL MANAGEMENT, INC is a financial advisory firm situated in Brookfield, Wisconsin. With a nearly $283M assets under management, the firm specializes in crafting personalized retirement planning solutions for 362 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
QualificationsFirm CRD# 170456
Assets Under Management $279,810,534
No. Of Clients1613
Clients Per Financial Advisor134
FREEDOM WEALTH ALLIANCE is a financial advisory firm situated in Brookfield, Wisconsin. With a nearly $280M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1613 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
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 168675
Assets Under Management $221,059,000
No. Of Clients1551
Clients Per Financial Advisor1551
GRANITE FINANCIAL GROUP is a financial advisory firm situated in Brookfield, Wisconsin. With a nearly $221M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1551 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
QualificationsFirm CRD# 130919
Assets Under Management $183,601,830
No. Of Clients1159
Clients Per Financial Advisor232
BROOK CAPITAL is a financial advisory firm situated in Brookfield, Wisconsin. With a nearly $184M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1159 clients. The team consists of 5 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
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Educational Seminars/ Workshops
QualificationsFirm CRD# 106822
Assets Under Management $175,663,809
No. Of Clients348
Clients Per Financial Advisor116
STERLING CAPITAL MANAGEMENT INC is a financial advisory firm situated in Brookfield, Wisconsin. With a nearly $176M assets under management, the firm specializes in crafting personalized retirement planning solutions for 348 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Performance Based
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 110277
Assets Under Management $159,319,424
No. Of Clients794
Clients Per Financial Advisor265
REVIEW SERVICES INC is a financial advisory firm situated in Brookfield, Wisconsin. With a nearly $159M assets under management, the firm specializes in crafting personalized retirement planning solutions for 794 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
QualificationsFirm CRD# 314365
Assets Under Management $129,010,115
No. Of Clients78
Clients Per Financial Advisor26
ENVISION FINANCIAL LLC is a financial advisory firm situated in Brookfield, Wisconsin. With a nearly $129M assets under management, the firm specializes in crafting personalized retirement planning solutions for 78 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
QualificationsFirm CRD# 282711
Assets Under Management $115,238,768
No. Of Clients396
Clients Per Financial Advisor99
ENTASIS ASSET MANAGEMENT LLC is a financial advisory firm situated in Brookfield, Wisconsin. With a nearly $115M assets under management, the firm specializes in crafting personalized retirement planning solutions for 396 clients. The team consists of 4 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
- Educational Seminars/ Workshops
QualificationsFirm CRD# 113097
Assets Under Management $102,517,355
No. Of Clients508
Clients Per Financial Advisor102
FINANCIAL STRATEGIES, INC. is a financial advisory firm situated in Brookfield, Wisconsin. With a nearly $103M assets under management, the firm specializes in crafting personalized retirement planning solutions for 508 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
QualificationsFirm CRD# 126740
Assets Under Management $94,700,000
No. Of Clients66
Clients Per Financial Advisor33
KULT WEALTH MANAGEMENT GROUP, LLC is a financial advisory firm situated in Brookfield, Wisconsin. With a nearly $95M assets under management, the firm specializes in crafting personalized retirement planning solutions for 66 clients. The team consists of 2 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
QualificationsFirm CRD# 130687
Assets Under Management $0
No. Of Clients0
Clients Per Financial Advisor0
FRANCIS INVESTMENT COUNSEL LLC is a financial advisory firm situated in Brookfield, Wisconsin. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 22 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Hourly charges
- Fixed Fees
Financial Planning Services
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
Retirement Planners Near You
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