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Find Retirement Advisors for Retirement Planning in Janesville, 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 Janesville, Wisconsin
Last Updated - April 18, 2024Janesville has 5 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 Janesville, Wisconsin have an average of 22 years of experience.
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List of Qualified Retirement Planning Advisors in Janesville, Wisconsin
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
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
VERIFIED Qualifications
Firm CRD# 107271
Minimum Assets Required
Not Specified
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, Legal Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDMichael Stewart
CFP®, RFC®
Crystal Lake Tax & Financial Inc
Qualifications
CRD# 4243807
Firm CRD# 173272
Series 65
Minimum Assets Required
$50,000
Advisory Services:
Not Specified.
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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 1 Retirement Planning firms in Janesville, Wisconsin (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | UNCOMMON CENTS INVESTING 1215 Suffolk Dr., Unit 100 Janesville, WI, 53546 | $314,416,992 | 937 | 3 | A Percentage of AUM, Hourly charges |
Information on Top Retirement Planning firms in Janesville, Wisconsin
QualificationsFirm CRD# 290105
Assets Under Management $314,416,992
No. Of Clients937
Clients Per Financial Advisor312
UNCOMMON CENTS INVESTING is a financial advisory firm situated in Janesville, Wisconsin. With a nearly $314M assets under management, the firm specializes in crafting personalized retirement planning solutions for 937 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
Retirement Planners Near You
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Looking for more choices? Use our free match service to compare retirement planners serving your area.