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Find Retirement Advisors for Retirement Planning in Eau Claire, Wisconsin

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Finding the Best Retirement Planners in Eau Claire, Wisconsin

Last Updated - April 25, 2025

Eau Claire has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 1 non-vetted advisors in your local area. These retirement advisors in Eau Claire, Wisconsin have an average of 0 years of experience.

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List of Qualified Retirement Planning Advisors in Eau Claire, Wisconsin

advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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Top 1 Retirement Planning firms in Eau Claire, Wisconsin (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

431 East Claremont Ave, Suite E
Eau Claire, WI, 54701
$270,460,000180010
A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Eau Claire, Wisconsin

QualificationsFirm CRD# 326053

Assets Under Management $270,460,000

No. Of Clients1800

Clients Per Financial Advisor180

HASENBERG FINANCIAL GROUP is a financial advisory firm situated in Eau Claire, Wisconsin. With a nearly $270M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1800 clients. The team consists of 10 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 services
  • Portfolio management for individuals and/or small businesses
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