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.
Mequon has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 5 non-vetted advisors in your local area. These retirement advisors in Mequon, Wisconsin have an average of 0 years of experience.
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
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | PEGASUS PARTNERS 1333 W. Towne Square Road, Mequon, WI, 53092 | $2,452,419,607 | 2983 | 21 | A Percentage of AUM |
2 | REINHART PARTNERS, LLC 11090 N. Weston Drive, Mequon, WI, 53092 | $1,613,276,781 | 290 | 19 | A Percentage of AUM, Performance Based |
3 | SPECTRUM INVESTMENT ADVISORS, INC. 6329 West Mequon Road, Mequon, WI, 53092 | $590,280,164 | 874 | 22 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (BY PLAN PARTICIPANT FLAT FEES) |
4 | DENALI WEALTH MANAGEMENT, INC. 1325 W Towne Square Road, Mequon, WI, 53092-5047 | $210,184,000 | 388 | 8 | A Percentage of AUM, Fixed Fees |
5 | BEADELL A D INVESTMENT COUNSEL INC 10224 N Port Washington Road, Mequon, WI, 53092 | $194,388,000 | 105 | 2 | A Percentage of AUM |
QualificationsFirm CRD# 175206
Assets Under Management $2,452,419,607
No. Of Clients2983
Clients Per Financial Advisor142
PEGASUS PARTNERS is a financial advisory firm situated in Mequon, Wisconsin. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2983 clients. The team consists of 21 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 106432
Assets Under Management $1,613,276,781
No. Of Clients290
Clients Per Financial Advisor15
REINHART PARTNERS, LLC is a financial advisory firm situated in Mequon, Wisconsin. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 290 clients. The team consists of 19 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 108669
Assets Under Management $590,280,164
No. Of Clients874
Clients Per Financial Advisor40
SPECTRUM INVESTMENT ADVISORS, INC. is a financial advisory firm situated in Mequon, Wisconsin. With a nearly $590M assets under management, the firm specializes in crafting personalized retirement planning solutions for 874 clients. The team consists of 22 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 153323
Assets Under Management $210,184,000
No. Of Clients388
Clients Per Financial Advisor49
DENALI WEALTH MANAGEMENT, INC. is a financial advisory firm situated in Mequon, Wisconsin. With a nearly $210M assets under management, the firm specializes in crafting personalized retirement planning solutions for 388 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 106946
Assets Under Management $194,388,000
No. Of Clients105
Clients Per Financial Advisor53
BEADELL A D INVESTMENT COUNSEL INC is a financial advisory firm situated in Mequon, Wisconsin. With a nearly $194M assets under management, the firm specializes in crafting personalized retirement planning solutions for 105 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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