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Find Retirement Advisors for Retirement Planning in Delafield, Wisconsin
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Finding the Best Retirement Planners in Delafield, Wisconsin
Last Updated - April 16, 2024Delafield has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 3 non-vetted advisors in your local area. These retirement advisors in Delafield, Wisconsin have an average of 18 years of experience.
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List of Qualified Retirement Planning Advisors in Delafield, 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
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
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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 3 Retirement Planning firms in Delafield, Wisconsin (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | CUSHING CAPITAL PARTNERS, LLC 417 Genesee Street, Delafield, WI, 53018 | $186,806,498 | 805 | 5 | A Percentage of AUM, Fixed Fees |
| 2 | WARNKE/NICHOLS LTD. 440 Wells Street, Suite 203 Delafield, WI, 53018 | $186,110,100 | 326 | 3 | A Percentage of AUM, Hourly charges |
| 3 | BOARDWALK FINANCIAL STRATEGIES LLC 385 Williamstowne, Suite 302, Delafield, WI, 53018 | $114,400,000 | 446 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
Information on Top Retirement Planning firms in Delafield, Wisconsin
QualificationsFirm CRD# 313497
Assets Under Management $186,806,498
No. Of Clients805
Clients Per Financial Advisor161
CUSHING CAPITAL PARTNERS, LLC is a financial advisory firm situated in Delafield, Wisconsin. With a nearly $187M assets under management, the firm specializes in crafting personalized retirement planning solutions for 805 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
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 112181
Assets Under Management $186,110,100
No. Of Clients326
Clients Per Financial Advisor109
WARNKE/NICHOLS LTD. is a financial advisory firm situated in Delafield, Wisconsin. With a nearly $186M assets under management, the firm specializes in crafting personalized retirement planning solutions for 326 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
Financial Planning Services
- Portfolio Management for Individuals
QualificationsFirm CRD# 165048
Assets Under Management $114,400,000
No. Of Clients446
Clients Per Financial Advisor89
BOARDWALK FINANCIAL STRATEGIES LLC is a financial advisory firm situated in Delafield, Wisconsin. With a nearly $114M assets under management, the firm specializes in crafting personalized retirement planning solutions for 446 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
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
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Looking for more choices? Use our free match service to compare retirement planners serving your area.