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Find Retirement Advisors for Retirement Planning in Middleton, 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 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.

Finding the Best Retirement Planners in Middleton, Wisconsin

Last Updated - May 23, 2024

Middleton has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 6 non-vetted advisors in your local area. These retirement advisors in Middleton, Wisconsin have an average of 25 years of experience.

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List of Qualified Retirement Planning Advisors in Middleton, Wisconsin

advisor-photo
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Dean Hessler
CFP®
Edelman Financial Engines, LLC

Qualifications
CRD# 2652956
Firm CRD# 104510
Series 66

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

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Zach Kuehl
CFP®
Madison Partners

Qualifications
CRD# 6051170
Firm CRD# 305824

Minimum Assets Required
$100,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Investment Advice & Management.

Compensation/Fee

Fee-Based

advisor-photo
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Jacobson & Schmitt Advisors, LLC
CFP®, CPWA®, EA, CFA®

Qualifications
Firm CRD# 140431
Series 65

Minimum Assets Required
$0

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, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

advisor-photo

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

Top 6 Retirement Planning firms in Middleton, Wisconsin (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
CANOPY WEALTH MANAGEMENT
8215 Greenway Boulevard, Suite 540
Middleton, WI, 53562
$1,075,968,949359622
A Percentage of AUM, Hourly charges
2
MILESTONE INVESTMENT ADVISORS, LLC
6702 Stonefield Road, Suite 201
Middleton, WI, 53562
$681,062,44512025
A Percentage of AUM, Hourly charges
3
JACOBSON & SCHMITT ADVISORS, LLC
8333 Greenway Blvd, Suite 330
Middleton, WI, 53562
$364,350,20398512
A Percentage of AUM, Fixed Fees
4
GOOGINS ADVISORS, INC.
6417 University Avenue,
Middleton, WI, 53562
$360,245,75015288
A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based
5
T. ANTON INVESTMENT HOUSE, INC.
6300 University Avenue, Suite 100,
Middleton, WI, 53562
$235,079,1198695
A Percentage of AUM
6
MICHAEL A. DUBIS FINANCIAL PLANNING, LLC
8383 Greenway Blvd., Suite 600
Middleton, WI, 53562
$195,462,4252861
A Percentage of AUM, Hourly charges, Fixed Fees

Information on Top Retirement Planning firms in Middleton, Wisconsin

QualificationsFirm CRD# 297717

Assets Under Management $1,075,968,949

No. Of Clients3596

Clients Per Financial Advisor163

CANOPY WEALTH MANAGEMENT is a financial advisory firm situated in Middleton, Wisconsin. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3596 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

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
  • Publication of periodicals or Newsleters
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 168429

Assets Under Management $681,062,445

No. Of Clients1202

Clients Per Financial Advisor240

MILESTONE INVESTMENT ADVISORS, LLC is a financial advisory firm situated in Middleton, Wisconsin. With a nearly $681M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1202 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

Financial Planning Services

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

QualificationsFirm CRD# 140431

Assets Under Management $364,350,203

No. Of Clients985

Clients Per Financial Advisor82

JACOBSON & SCHMITT ADVISORS, LLC is a financial advisory firm situated in Middleton, Wisconsin. With a nearly $364M assets under management, the firm specializes in crafting personalized retirement planning solutions for 985 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
  • Portfolio Management for Individuals
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 13985

Assets Under Management $360,245,750

No. Of Clients1528

Clients Per Financial Advisor191

GOOGINS ADVISORS, INC. is a financial advisory firm situated in Middleton, Wisconsin. With a nearly $360M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1528 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
  • Hourly charges
  • Fixed Fees
  • Commission Based

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 174970

Assets Under Management $235,079,119

No. Of Clients869

Clients Per Financial Advisor174

T. ANTON INVESTMENT HOUSE, INC. is a financial advisory firm situated in Middleton, Wisconsin. With a nearly $235M assets under management, the firm specializes in crafting personalized retirement planning solutions for 869 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

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 121419

Assets Under Management $195,462,425

No. Of Clients286

Clients Per Financial Advisor286

MICHAEL A. DUBIS FINANCIAL PLANNING, LLC is a financial advisory firm situated in Middleton, Wisconsin. With a nearly $195M assets under management, the firm specializes in crafting personalized retirement planning solutions for 286 clients. The team consists of 1 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
  • Portfolio Management for Individuals
  • Portfolio Management for Business
View Full Profile

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