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Find Retirement Advisors for Retirement Planning in Mequon, Wisconsin

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Finding the Best Retirement Planners in Mequon, Wisconsin

Last Updated - March 21, 2024

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.

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List of Qualified Retirement Planning Advisors in Mequon, Wisconsin

advisor-photo
vector.svg VERIFIED

Allworth Financial
AIF®, BFA", CDFA", RFC®

Qualifications
Firm CRD# 111167

Minimum Assets Required
Not Specified

Advisory Services:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Based

Top 5 Retirement Planning firms in Mequon, Wisconsin (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
PEGASUS PARTNERS
1333 W. Towne Square Road,
Mequon, WI, 53092
$2,452,419,607298321
A Percentage of AUM
2
REINHART PARTNERS, LLC
11090 N. Weston Drive,
Mequon, WI, 53092
$1,613,276,78129019
A Percentage of AUM, Performance Based
3
SPECTRUM INVESTMENT ADVISORS, INC.
6329 West Mequon Road,
Mequon, WI, 53092
$590,280,16487422
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
$210,184,0003888
A Percentage of AUM, Fixed Fees
5
BEADELL A D INVESTMENT COUNSEL INC
10224 N Port Washington Road,
Mequon, WI, 53092
$194,388,0001052
A Percentage of AUM

Information on Top Retirement Planning firms in Mequon, Wisconsin

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.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for Business
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees
  • Other (BY PLAN PARTICIPANT FLAT FEES)

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
View Full Profile

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.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Business
View Full Profile

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