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Find Retirement Advisors for Retirement Planning in Milwaukee, 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 Milwaukee, Wisconsin
Last Updated - September 5, 2024Milwaukee has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 46 non-vetted advisors in your local area. These retirement advisors in Milwaukee, Wisconsin have an average of 23 years of experience.
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List of Qualified Retirement Planning Advisors in Milwaukee, Wisconsin
VERIFIEDAndrew Houte
CASL®, CFP®, CRPS®, EA
Next Level Planning & Wealth Management
Qualifications
CRD# 4586318
Firm CRD# 123913
Series 7, 66
Minimum Assets Required
$250,000
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, Tax Advice and Services.
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
VERIFIEDAllworth 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
VERIFIEDDean 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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Milwaukee, Wisconsin (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 720 East Wisconsin Avenue, Milwaukee, WI, 53202-4797 | $262,082,656,098 | 19 | 209 | A Percentage of AUM, Performance Based |
| 2 | ROBERT W. BAIRD & CO. INCORPORATED 777 E. Wisconsin Avenue, Milwaukee, WI, 53202-5391 | $247,790,348,025 | 316065 | 4071 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based, Performance Based, Other (HARD DOLLAR PAYMENTS FOR RESEARCH) |
| 3 | ARTISAN PARTNERS LIMITED PARTNERSHIP 875 East Wisconsin Avenue, Suite 800 Milwaukee, WI, 53202 | $128,675,520,784 | 272 | 483 | A Percentage of AUM, Performance Based |
| 4 | MASON STREET ADVISORS, LLC 720 East Wisconsin Avenue, Milwaukee, WI, 53202-4797 | $25,569,711,808 | 27 | 12 | A Percentage of AUM |
| 5 | FIDUCIARY MANAGEMENT, INC. 790 N. Water Street, Suite 2100 Milwaukee, WI, 53202 | $13,213,149,862 | 831 | 26 | A Percentage of AUM |
| 6 | NATIONAL INVESTMENT SERVICES OF AMERICA, LLC 777 East Wisconsin Avenue, Suite 2350, Milwaukee, WI, 53202 | $7,925,313,000 | 302 | 37 | A Percentage of AUM, Performance Based |
| 7 | JOHNSON WEALTH INC. 555 East Wells Street, Suite 1900 Milwaukee, WI, 53202 | $7,746,236,885 | 1544 | 117 | A Percentage of AUM, Fixed Fees |
| 8 | TIDAL INVESTMENTS LLC 234 West Florida Street, Suite 203 Milwaukee, WI, 53204 | $5,574,754,331 | 711 | 41 | A Percentage of AUM, Fixed Fees |
| 9 | GENEVA CAPITAL MANAGEMENT LLC 411 E. Wisconsin Ave., Suite 2320 Milwaukee, WI, 53202 | $5,026,791,348 | 3618 | 20 | A Percentage of AUM, Other (MODEL PORTFOLIO FEES BASED ON UNDERLYING ASSETS.) |
| 10 | NICHOLAS CO INC 411 E. Wisconsin Ave., Ste 2100 Milwaukee, WI, 53202-4467 | $4,882,201,529 | 15 | 15 | A Percentage of AUM, Performance Based |
| 11 | MASON WELLS, INC. 411 E. Wisconsin Avenue, Suite 1280 Milwaukee, WI, 53202 | $1,936,451,188 | 6 | 20 | A Percentage of AUM, Performance Based |
| 12 | HEARTLAND ADVISORS, INC. 790 N Water Street Suite 1200, Milwaukee, WI, 53202 | $1,691,154,945 | 93 | 27 | A Percentage of AUM |
| 13 | HAMMES REALTY ADVISORS, LLC 1400 N. Water Street, Suite 500 Milwaukee, WI, 53202 | $1,509,379,344 | 5 | 34 | A Percentage of AUM, Performance Based |
| 14 | UNIPLAN INVESTMENT COUNSEL, INC. 839 N Jefferson St., Suite 502 Milwaukee, WI, 53202 | $1,450,300,000 | 4133 | 11 | A Percentage of AUM |
| 15 | DIVERSIFIED MANAGEMENT INC 330 E. Kilbourn Ave., Suite 1475 Milwaukee, WI, 53202 | $1,438,558,939 | 1617 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees |
Information on Top Retirement Planning firms in Milwaukee, Wisconsin
QualificationsFirm CRD# 307865
Assets Under Management $262,082,656,098
No. Of Clients19
Clients Per Financial Advisor0
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC is a financial advisory firm situated in Milwaukee, Wisconsin. With a nearly $262B assets under management, the firm specializes in crafting personalized retirement planning solutions for 19 clients. The team consists of 209 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 pooled Investment
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 8158
Assets Under Management $247,790,348,025
No. Of Clients316065
Clients Per Financial Advisor78
ROBERT W. BAIRD & CO. INCORPORATED is a financial advisory firm situated in Milwaukee, Wisconsin. With a nearly $248B assets under management, the firm specializes in crafting personalized retirement planning solutions for 316065 clients. The team consists of 4071 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
- Performance Based
- Other (HARD DOLLAR PAYMENTS FOR RESEARCH)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 150114
Assets Under Management $128,675,520,784
No. Of Clients272
Clients Per Financial Advisor1
ARTISAN PARTNERS LIMITED PARTNERSHIP is a financial advisory firm situated in Milwaukee, Wisconsin. With a nearly $129B assets under management, the firm specializes in crafting personalized retirement planning solutions for 272 clients. The team consists of 483 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 pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 114085
Assets Under Management $25,569,711,808
No. Of Clients27
Clients Per Financial Advisor2
MASON STREET ADVISORS, LLC is a financial advisory firm situated in Milwaukee, Wisconsin. With a nearly $26B assets under management, the firm specializes in crafting personalized retirement planning solutions for 27 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
Financial Planning Services
- Portfolio Management for Investment
- Selection of Other Advisors
QualificationsFirm CRD# 109149
Assets Under Management $13,213,149,862
No. Of Clients831
Clients Per Financial Advisor32
FIDUCIARY MANAGEMENT, INC. is a financial advisory firm situated in Milwaukee, Wisconsin. With a nearly $13B assets under management, the firm specializes in crafting personalized retirement planning solutions for 831 clients. The team consists of 26 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 Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 307169
Assets Under Management $7,925,313,000
No. Of Clients302
Clients Per Financial Advisor8
NATIONAL INVESTMENT SERVICES OF AMERICA, LLC is a financial advisory firm situated in Milwaukee, Wisconsin. With a nearly $8B assets under management, the firm specializes in crafting personalized retirement planning solutions for 302 clients. The team consists of 37 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 pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 125557
Assets Under Management $7,746,236,885
No. Of Clients1544
Clients Per Financial Advisor13
JOHNSON WEALTH INC. is a financial advisory firm situated in Milwaukee, Wisconsin. With a nearly $8B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1544 clients. The team consists of 117 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
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 164201
Assets Under Management $5,574,754,331
No. Of Clients711
Clients Per Financial Advisor17
TIDAL INVESTMENTS LLC is a financial advisory firm situated in Milwaukee, Wisconsin. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 711 clients. The team consists of 41 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
- Portfolio Management for Investment
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 105432
Assets Under Management $5,026,791,348
No. Of Clients3618
Clients Per Financial Advisor181
GENEVA CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Milwaukee, Wisconsin. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3618 clients. The team consists of 20 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Other (MODEL PORTFOLIO FEES BASED ON UNDERLYING ASSETS.)
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 108347
Assets Under Management $4,882,201,529
No. Of Clients15
Clients Per Financial Advisor1
NICHOLAS CO INC is a financial advisory firm situated in Milwaukee, Wisconsin. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 15 clients. The team consists of 15 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
QualificationsFirm CRD# 173069
Assets Under Management $1,936,451,188
No. Of Clients6
Clients Per Financial Advisor0
MASON WELLS, INC. is a financial advisory firm situated in Milwaukee, Wisconsin. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 clients. The team consists of 20 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 pooled Investment
QualificationsFirm CRD# 29433
Assets Under Management $1,691,154,945
No. Of Clients93
Clients Per Financial Advisor3
HEARTLAND ADVISORS, INC. is a financial advisory firm situated in Milwaukee, Wisconsin. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 93 clients. The team consists of 27 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 Investment
- Portfolio Management for Business
QualificationsFirm CRD# 165693
Assets Under Management $1,509,379,344
No. Of Clients5
Clients Per Financial Advisor0
HAMMES REALTY ADVISORS, LLC is a financial advisory firm situated in Milwaukee, Wisconsin. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5 clients. The team consists of 34 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 pooled Investment
QualificationsFirm CRD# 154718
Assets Under Management $1,450,300,000
No. Of Clients4133
Clients Per Financial Advisor376
UNIPLAN INVESTMENT COUNSEL, INC. is a financial advisory firm situated in Milwaukee, Wisconsin. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4133 clients. The team consists of 11 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 Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 106680
Assets Under Management $1,438,558,939
No. Of Clients1617
Clients Per Financial Advisor231
DIVERSIFIED MANAGEMENT INC is a financial advisory firm situated in Milwaukee, Wisconsin. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1617 clients. The team consists of 7 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
- Selection of Other Advisors
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
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Looking for more choices? Use our free match service to compare retirement planners serving your area.