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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 - April 25, 2025

Milwaukee has 6 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

advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor
vector.svg VERIFIED

Andrew 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

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advisor
vector.svg VERIFIED

BKM 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

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right

Top 15 Retirement Planning firms in Milwaukee, Wisconsin (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

777 E. Wisconsin Avenue,
Milwaukee, WI, 53202-5391
$287,514,955,4533315004069
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
$281,345,911,20025260
A percentage of AUM, Performance Based
3

875 East Wisconsin Avenue, Suite 800
Milwaukee, WI, 53202
$151,331,807,781259503
A percentage of AUM, Performance Based
4

720 East Wisconsin Avenue,
Milwaukee, WI, 53202-4797
$28,558,864,1663114
A percentage of AUM, Other (SEE SCHEDULE D-MISCELLANEOUS)
5

790 N. Water Street, Suite 2100
Milwaukee, WI, 53202
$14,936,427,71476926
A percentage of AUM
6

234 West Florida Street, Suite 203
Milwaukee, WI, 53204
$11,334,422,67737352
A percentage of AUM, Fixed fees
7

777 East Wisconsin Avenue, Suite 2350,
Milwaukee, WI, 53202
$9,848,742,00031335
A percentage of AUM, Performance Based
8

555 East Wells Street, Suite 1900
Milwaukee, WI, 53202
$8,435,966,9642516137
A percentage of AUM, Fixed fees
9

411 E. Wisconsin Ave., Ste 2100
Milwaukee, WI, 53202-4467
$6,320,548,1031317
A percentage of AUM, Performance Based
10

411 E. Wisconsin Ave., Suite 2320
Milwaukee, WI, 53202-4461
$5,841,894,931383521
A percentage of AUM, Other (MODEL PORTFOLIO FEES BASED ON UNDERLYING ASSETS.)
11

411 E. Wisconsin Avenue, Suite 1280
Milwaukee, WI, 53202
$2,141,471,695622
A percentage of AUM, Performance Based
12

790 N Water Street Suite 1200,
Milwaukee, WI, 53202
$1,885,901,5659226
A percentage of AUM
13

1400 N. Water Street, Suite 500
Milwaukee, WI, 53202
$1,665,275,777533
A percentage of AUM, Performance Based
14

330 E. Kilbourn Ave., Suite 1475
Milwaukee, WI, 53202
$1,576,315,79316407
A percentage of AUM, Hourly charges, Fixed fees
15

411 E Wisconsin Ave, 20th Floor
Milwaukee, WI, 53202
$1,515,304,279407026
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)
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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
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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)
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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
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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
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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)
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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
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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
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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
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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)
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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
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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
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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
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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
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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)
View Full Profile

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