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 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 registration checks. 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.
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 505 King St Ste 208, La Crosse, WI, 54601 | $614,523,209 | 4689 | 17 | A percentage of AUM, Fixed fees |
2 | 3143 State Road, Suite 101 La Crosse, WI, 54601 | $272,436,836 | 1178 | 7 | A percentage of AUM, Hourly charges |
QualificationsFirm CRD# 113020
Assets Under Management $614,523,209
No. Of Clients4689
Clients Per Financial Advisor276
ADVISORS MANAGEMENT GROUP INC is a financial advisory firm situated in La Crosse, Wisconsin. With a nearly $615M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4689 clients. The team consists of 17 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 319298
Assets Under Management $272,436,836
No. Of Clients1178
Clients Per Financial Advisor168
SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC is a financial advisory firm situated in La Crosse, Wisconsin. With a nearly $272M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1178 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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