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Find Retirement Advisors for Retirement Planning in Lake Geneva, 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 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.

Finding the Best Retirement Planners in Lake Geneva, Wisconsin

Last Updated - April 25, 2025

Lake Geneva has 10 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 Lake Geneva, Wisconsin have an average of 21 years of experience.

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List of Qualified Retirement Planning Advisors in Lake Geneva, 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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advisor
vector.svg VERIFIED

BKM Wealth Management
CPA, CFP®, CIMA®, CDFA®

Qualifications
CRD# 4725677
Firm CRD# 323928
Series 7, 31, 66

Minimum Assets Required
$250,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk 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, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Based on Assets

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advisor

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

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor
vector.svg VERIFIED

Steve Harrison
Prudential

Qualifications
CRD# 6332769
Firm CRD# 8733
Series 7, 63, 66

Minimum Assets Required
$0

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management

Compensation/Fee

Fee-Based, Based on Assets

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advisor
vector.svg VERIFIED

Kate Baness
HighPoint Planning Partners

Qualifications
CRD# 6879554
Firm CRD# 6413
Series 7, 24, 66

Minimum Assets Required
$100,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk 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-Based, Based on Assets

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor
vector.svg VERIFIED

Randy Dippell
RMA® CRPC® AIF® CEPA®
Milestone Money

Qualifications
CRD# 4527425
Firm CRD# 319203
Series 66

Minimum Assets Required
$0

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

Find An Advisor arrow-right

Top 3 Retirement Planning firms in Lake Geneva, Wisconsin (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

431 Geneva National Ave S,
Lake Geneva, WI, 53147-4881
$925,760,770269712
A percentage of AUM, Fixed fees
2

772 West Main Street, Suite 301
Lake Geneva, WI, 53147
$319,026,95612088
A percentage of AUM
3

875 Townline Rd., Suite 100
Lake Geneva, WI, 53147
$202,331,7442725
A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Lake Geneva, Wisconsin

QualificationsFirm CRD# 326519

Assets Under Management $925,760,770

No. Of Clients2697

Clients Per Financial Advisor225

FORM WEALTH ADVISORS, LLC is a financial advisory firm situated in Lake Geneva, Wisconsin. With a nearly $926M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2697 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Education seminars/workshops
View Full Profile

QualificationsFirm CRD# 130768

Assets Under Management $319,026,956

No. Of Clients1208

Clients Per Financial Advisor151

GENEVA PARTNERS, LLC is a financial advisory firm situated in Lake Geneva, Wisconsin. With a nearly $319M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1208 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
View Full Profile

QualificationsFirm CRD# 124697

Assets Under Management $202,331,744

No. Of Clients272

Clients Per Financial Advisor54

VOYAGER CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Lake Geneva, Wisconsin. With a nearly $202M assets under management, the firm specializes in crafting personalized retirement planning solutions for 272 clients. The team consists of 5 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
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Education seminars/workshops
View Full Profile

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