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.
Lake Geneva has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 2 non-vetted advisors in your local area. These retirement advisors in Lake Geneva, Wisconsin have an average of 31 years of experience.
Brian Luedke
BFA, RICP®, ChFC®
Forward Wealth Group
Qualifications
CRD# 2783392
Firm CRD# 8032
Series 6, 7, 63, 66
Minimum Assets Required
$100,000
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, Insurance Products & Annuities.
Fee-Based, Hourly, Flat Fee, Based on Assets
Qualifications
Firm CRD# 107271
Minimum Assets Required
Not Specified
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.
Fee-Only, 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 | GENEVA PARTNERS, LLC 772 West Main Street, Suite 301 Lake Geneva, WI, 53147 | $290,354,601 | 1154 | 8 | A Percentage of AUM |
2 | VOYAGER CAPITAL MANAGEMENT, LLC 875 Townline Rd., Suite 100 Lake Geneva, WI, 53147 | $184,688,965 | 268 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
QualificationsFirm CRD# 130768
Assets Under Management $290,354,601
No. Of Clients1154
Clients Per Financial Advisor144
GENEVA PARTNERS, LLC is a financial advisory firm situated in Lake Geneva, Wisconsin. With a nearly $290M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1154 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 124697
Assets Under Management $184,688,965
No. Of Clients268
Clients Per Financial Advisor67
VOYAGER CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Lake Geneva, Wisconsin. With a nearly $185M assets under management, the firm specializes in crafting personalized retirement planning solutions for 268 clients. The team consists of 4 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.