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.
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | ADVISORS MANAGEMENT GROUP INC 505 King St Ste 208, La Crosse, WI, 54601 | $554,971,802 | 4564 | 16 | A Percentage of AUM, Fixed Fees |
2 | SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC 3143 State Road, Suite 101 La Crosse, WI, 54601 | $207,450,546 | 946 | 7 | A Percentage of AUM, Hourly charges |
QualificationsFirm CRD# 113020
Assets Under Management $554,971,802
No. Of Clients4564
Clients Per Financial Advisor285
ADVISORS MANAGEMENT GROUP INC is a financial advisory firm situated in La Crosse, Wisconsin. With a nearly $555M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4564 clients. The team consists of 16 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 319298
Assets Under Management $207,450,546
No. Of Clients946
Clients Per Financial Advisor135
SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC is a financial advisory firm situated in La Crosse, Wisconsin. With a nearly $207M assets under management, the firm specializes in crafting personalized retirement planning solutions for 946 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
Looking for more choices? Use our free match service to compare retirement planners serving your area.