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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 - October 6, 2024Middleton 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 12 years of experience.
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List of Qualified Retirement Planning Advisors in Middleton, Wisconsin
VERIFIEDZach 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
VERIFIED Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDJacobson & 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
VERIFIED Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Only, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 6 Retirement Planning firms in Middleton, Wisconsin (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | CANOPY WEALTH MANAGEMENT 8215 Greenway Boulevard, Suite 540 Middleton, WI, 53562 | $1,075,968,949 | 3596 | 22 | A Percentage of AUM, Hourly charges |
| 2 | MILESTONE INVESTMENT ADVISORS, LLC 6702 Stonefield Road, Suite 201 Middleton, WI, 53562 | $681,062,445 | 1202 | 5 | A Percentage of AUM, Hourly charges |
| 3 | JACOBSON & SCHMITT ADVISORS, LLC 8333 Greenway Blvd, Suite 330 Middleton, WI, 53562 | $364,350,203 | 985 | 12 | A Percentage of AUM, Fixed Fees |
| 4 | GOOGINS ADVISORS, INC. 6417 University Avenue, Middleton, WI, 53562 | $360,245,750 | 1528 | 8 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based |
| 5 | T. ANTON INVESTMENT HOUSE, INC. 6300 University Avenue, Suite 100, Middleton, WI, 53562 | $235,079,119 | 869 | 5 | A Percentage of AUM |
| 6 | MICHAEL A. DUBIS FINANCIAL PLANNING, LLC 8383 Greenway Blvd., Suite 600 Middleton, WI, 53562 | $195,462,425 | 286 | 1 | 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
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
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
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
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
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
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Appleton, Wisconsin
- Retirement Planners in Brookfield, Wisconsin
- Retirement Planners in Chippewa Falls, Wisconsin
- Retirement Planners in Madison, Wisconsin
- Retirement Planners in Middleton, Wisconsin
- Retirement Planners in Milwaukee, Wisconsin
- Retirement Planners in Waukesha, Wisconsin
Looking for more choices? Use our free match service to compare retirement planners serving your area.