Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
Elm Grove 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 Elm Grove, Wisconsin have an average of 18 years of experience.
Andrew Houte
CASL®, CFP®, CRPS®, EA
Next Level Planning & Wealth Management
Qualifications
CRD# 4586318
Firm CRD# 123913
Series 7, 66
Minimum Assets Required
$250,000
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.
Fee-Based, Flat Fee, Based on Assets
Allworth Financial
AIF®, BFA", CDFA", RFC®
Qualifications
Firm CRD# 111167
Minimum Assets Required
Not Specified
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Fee-Based
Jacobson & Schmitt Advisors, LLC
CFP®, CPWA®, EA, CFA®
Qualifications
Firm CRD# 140431
Series 65
Minimum Assets Required
$0
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.
Fee-Only, Flat Fee, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | ANNEX WEALTH MANAGEMENT, LLC 12700 W Bluemound Road, Suite 200 Elm Grove, WI, 53122 | $4,833,150,360 | 17141 | 114 | A Percentage of AUM, Hourly charges, Fixed Fees |
2 | VANTAGE FINANCIAL PARTNERS, LLC 13230 Watertown Plank Road, Elm Grove, WI, 53122 | $431,280,000 | 3608 | 20 | A Percentage of AUM, Hourly charges, Fixed Fees |
3 | LIBERTY FINANCIAL GROUP, INC. 13150 Watertown Plank Rd, Suite 203 Elm Grove, WI, 53122 | $101,946,873 | 602 | 8 | A Percentage of AUM, Hourly charges, Fixed Fees |
QualificationsFirm CRD# 127987
Assets Under Management $4,833,150,360
No. Of Clients17141
Clients Per Financial Advisor150
ANNEX WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Elm Grove, Wisconsin. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 17141 clients. The team consists of 114 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 315828
Assets Under Management $431,280,000
No. Of Clients3608
Clients Per Financial Advisor180
VANTAGE FINANCIAL PARTNERS, LLC is a financial advisory firm situated in Elm Grove, Wisconsin. With a nearly $431M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3608 clients. The team consists of 20 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 111272
Assets Under Management $101,946,873
No. Of Clients602
Clients Per Financial Advisor75
LIBERTY FINANCIAL GROUP, INC. is a financial advisory firm situated in Elm Grove, Wisconsin. With a nearly $102M assets under management, the firm specializes in crafting personalized retirement planning solutions for 602 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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