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.
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.
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
BKM Wealth Management
CPA, CFP®, CIMA®, CDFA®
Qualifications
CRD# 4725677
Firm CRD# 323928
Series 7, 31, 66
Minimum Assets Required
$250,000
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, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Fee-Based, Based on Assets
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
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Steve Harrison
Prudential
Qualifications
CRD# 6332769
Firm CRD# 8733
Series 7, 63, 66
Minimum Assets Required
$0
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Fee-Based, Based on Assets
Kate Baness
HighPoint Planning Partners
Qualifications
CRD# 6879554
Firm CRD# 6413
Series 7, 24, 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, Tax Advice and Services, Estate Planning & Trusts
Fee-Based, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Randy Dippell
RMA® CRPC® AIF® CEPA®
Milestone Money
Qualifications
CRD# 4527425
Firm CRD# 319203
Series 66
Minimum Assets Required
$0
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
Fee-Based, Flat Fee, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 431 Geneva National Ave S, Lake Geneva, WI, 53147-4881 | $925,760,770 | 2697 | 12 | A percentage of AUM, Fixed fees |
2 | 772 West Main Street, Suite 301 Lake Geneva, WI, 53147 | $319,026,956 | 1208 | 8 | A percentage of AUM |
3 | 875 Townline Rd., Suite 100 Lake Geneva, WI, 53147 | $202,331,744 | 272 | 5 | A percentage of AUM, Hourly charges, Fixed fees |
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.
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.
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.
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