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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 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 registration checks. 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 - May 15, 2025Milwaukee has 5 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 18 years of experience.
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List of Qualified Retirement Planning Advisors in Milwaukee, Wisconsin
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
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
VERIFIEDBKM Wealth Management
CPA, CFP®, CIMA®, CDFA®
Qualifications
CRD# 4725677
Firm CRD# 323928
Series 7, 31, 66
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk 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, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDQualifications
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 15 Retirement Planning firms in Milwaukee, Wisconsin (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 777 E. Wisconsin Avenue, Milwaukee, WI, 53202-5391 | $287,514,955,453 | 331500 | 4069 | A percentage of AUM, Hourly charges, Fixed fees, Commission Based, Performance Based, Other (HARD DOLLAR PAYMENTS FOR RESEARCH) |
| 2 | 720 East Wisconsin Avenue, Milwaukee, WI, 53202-4797 | $281,345,911,200 | 25 | 260 | A percentage of AUM, Performance Based |
| 3 | 875 East Wisconsin Avenue, Suite 800 Milwaukee, WI, 53202 | $151,331,807,781 | 259 | 503 | A percentage of AUM, Performance Based |
| 4 | 720 East Wisconsin Avenue, Milwaukee, WI, 53202-4797 | $28,558,864,166 | 31 | 14 | A percentage of AUM, Other (SEE SCHEDULE D-MISCELLANEOUS) |
| 5 | 790 N. Water Street, Suite 2100 Milwaukee, WI, 53202 | $14,936,427,714 | 769 | 26 | A percentage of AUM |
| 6 | 234 West Florida Street, Suite 203 Milwaukee, WI, 53204 | $11,334,422,677 | 373 | 52 | A percentage of AUM, Fixed fees |
| 7 | 777 East Wisconsin Avenue, Suite 2350, Milwaukee, WI, 53202 | $9,848,742,000 | 313 | 35 | A percentage of AUM, Performance Based |
| 8 | 555 East Wells Street, Suite 1900 Milwaukee, WI, 53202 | $8,435,966,964 | 2516 | 137 | A percentage of AUM, Fixed fees |
| 9 | 411 E. Wisconsin Ave., Ste 2100 Milwaukee, WI, 53202-4467 | $6,320,548,103 | 13 | 17 | A percentage of AUM, Performance Based |
| 10 | 411 E. Wisconsin Ave., Suite 2320 Milwaukee, WI, 53202-4461 | $5,841,894,931 | 3835 | 21 | A percentage of AUM, Other (MODEL PORTFOLIO FEES BASED ON UNDERLYING ASSETS.) |
| 11 | 411 E. Wisconsin Avenue, Suite 1280 Milwaukee, WI, 53202 | $2,141,471,695 | 6 | 22 | A percentage of AUM, Performance Based |
| 12 | 790 N Water Street Suite 1200, Milwaukee, WI, 53202 | $1,885,901,565 | 92 | 26 | A percentage of AUM |
| 13 | 1400 N. Water Street, Suite 500 Milwaukee, WI, 53202 | $1,665,275,777 | 5 | 33 | A percentage of AUM, Performance Based |
| 14 | 330 E. Kilbourn Ave., Suite 1475 Milwaukee, WI, 53202 | $1,576,315,793 | 1640 | 7 | A percentage of AUM, Hourly charges, Fixed fees |
| 15 | 411 E Wisconsin Ave, 20th Floor Milwaukee, WI, 53202 | $1,515,304,279 | 4070 | 26 | A percentage of AUM, Hourly charges |
Information on Top Retirement Planning firms in Milwaukee, Wisconsin
QualificationsFirm CRD# 8158
Assets Under Management $287,514,955,453
No. Of Clients331500
Clients Per Financial Advisor81
ROBERT W. BAIRD & CO. INCORPORATED is a financial advisory firm situated in Milwaukee, Wisconsin. With a nearly $288B assets under management, the firm specializes in crafting personalized retirement planning solutions for 331500 clients. The team consists of 4069 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Publication of periodicals and newsletters
- Education seminars/workshops
- Other (SEE SCHEDULE D)
QualificationsFirm CRD# 307865
Assets Under Management $281,345,911,200
No. Of Clients25
Clients Per Financial Advisor0
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC is a financial advisory firm situated in Milwaukee, Wisconsin. With a nearly $281B assets under management, the firm specializes in crafting personalized retirement planning solutions for 25 clients. The team consists of 260 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 vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 150114
Assets Under Management $151,331,807,781
No. Of Clients259
Clients Per Financial Advisor1
ARTISAN PARTNERS LIMITED PARTNERSHIP is a financial advisory firm situated in Milwaukee, Wisconsin. With a nearly $151B assets under management, the firm specializes in crafting personalized retirement planning solutions for 259 clients. The team consists of 503 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 and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other (MODEL DELIVERY PROGRAMS)
QualificationsFirm CRD# 114085
Assets Under Management $28,558,864,166
No. Of Clients31
Clients Per Financial Advisor2
MASON STREET ADVISORS, LLC is a financial advisory firm situated in Milwaukee, Wisconsin. With a nearly $29B assets under management, the firm specializes in crafting personalized retirement planning solutions for 31 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Other (SEE SCHEDULE D-MISCELLANEOUS)
Financial Planning Services
- Portfolio management for investment companies
- Selection for other advisors
QualificationsFirm CRD# 109149
Assets Under Management $14,936,427,714
No. Of Clients769
Clients Per Financial Advisor30
FIDUCIARY MANAGEMENT, INC. is a financial advisory firm situated in Milwaukee, Wisconsin. With a nearly $15B assets under management, the firm specializes in crafting personalized retirement planning solutions for 769 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 and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 164201
Assets Under Management $11,334,422,677
No. Of Clients373
Clients Per Financial Advisor7
TIDAL INVESTMENTS LLC is a financial advisory firm situated in Milwaukee, Wisconsin. With a nearly $11B assets under management, the firm specializes in crafting personalized retirement planning solutions for 373 clients. The team consists of 52 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Pesnsion consulting services
- Selection for other advisors
- Other (CONSULTING SERVICES TO OTHER INVESTMENT ADVISERS OR INVESTMENT MANAGEMENT COMPANIES)
QualificationsFirm CRD# 307169
Assets Under Management $9,848,742,000
No. Of Clients313
Clients Per Financial Advisor9
NATIONAL INVESTMENT SERVICES OF AMERICA, LLC is a financial advisory firm situated in Milwaukee, Wisconsin. With a nearly $10B assets under management, the firm specializes in crafting personalized retirement planning solutions for 313 clients. The team consists of 35 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 and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 125557
Assets Under Management $8,435,966,964
No. Of Clients2516
Clients Per Financial Advisor18
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 2516 clients. The team consists of 137 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 108347
Assets Under Management $6,320,548,103
No. Of Clients13
Clients Per Financial Advisor1
NICHOLAS CO INC 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 13 clients. The team consists of 17 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 and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 105432
Assets Under Management $5,841,894,931
No. Of Clients3835
Clients Per Financial Advisor183
GENEVA CAPITAL MANAGEMENT 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 3835 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
- Other (MODEL PORTFOLIO FEES BASED ON UNDERLYING ASSETS.)
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other (MODEL PORTFOLIO SERVICES TO FINANCIAL FIRMS)
QualificationsFirm CRD# 173069
Assets Under Management $2,141,471,695
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 22 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 vehicles
QualificationsFirm CRD# 29433
Assets Under Management $1,885,901,565
No. Of Clients92
Clients Per Financial Advisor4
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 92 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 and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 165693
Assets Under Management $1,665,275,777
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 33 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 vehicles
QualificationsFirm CRD# 106680
Assets Under Management $1,576,315,793
No. Of Clients1640
Clients Per Financial Advisor234
DIVERSIFIED MANAGEMENT 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 1640 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 services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
QualificationsFirm CRD# 47487
Assets Under Management $1,515,304,279
No. Of Clients4070
Clients Per Financial Advisor157
LANDAAS & COMPANY 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 4070 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
- Hourly charges
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other (CONSULTATION SERVICES)
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 Madison, Wisconsin
- Retirement Planners in Milwaukee, Wisconsin
- Retirement Planners in Stevens Point, Wisconsin
- Retirement Planners in Waukesha, Wisconsin
Looking for more choices? Use our free match service to compare retirement planners serving your area.