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Find Retirement Advisors for Retirement Planning in Oshkosh, 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 Oshkosh, Wisconsin

Last Updated - March 21, 2024

Oshkosh has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 2 non-vetted advisors in your local area. These retirement advisors in Oshkosh, Wisconsin have an average of 20 years of experience.

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List of Qualified Retirement Planning Advisors in Oshkosh, Wisconsin

advisor-photo
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Todd J. Glime Wealth Management, LLC
LUTCF®, Life Underwriter Training Council Fellow (LUTCF)
Futurity First Wealth Management

Qualifications
CRD# 4697151
Series 65

Minimum Assets Required
$500,000

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, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Commissions, Flat Fee, Based on Assets

advisor-photo
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Endowment Wealth Management
AWMA®, CAIA®, CPA, CFP®, CFA®

Qualifications
Firm CRD# 108652
Series 65, 66

Minimum Assets Required
$0

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.

Compensation/Fee

Fee-Only, Based on Assets

advisor-photo

Qualifications
Firm CRD# 6413
Series 4, 7, 24, 53, 63

Minimum Assets Required
$100,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets

Top 2 Retirement Planning firms in Oshkosh, Wisconsin (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
AEGIS FINANCIAL
530 N Koeller St,
Oshkosh, WI, 54902
$306,195,938152813
A Percentage of AUM, Hourly charges, Fixed Fees
2
WINDWARD WEALTH STRATEGIES, INC.
2370 State Road 44, Suite A
Oshkosh, WI, 54904
$166,454,7573833
A Percentage of AUM, Hourly charges, Fixed Fees

Information on Top Retirement Planning firms in Oshkosh, Wisconsin

QualificationsFirm CRD# 305030

Assets Under Management $306,195,938

No. Of Clients1528

Clients Per Financial Advisor118

AEGIS FINANCIAL is a financial advisory firm situated in Oshkosh, Wisconsin. With a nearly $306M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1528 clients. The team consists of 13 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
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 175126

Assets Under Management $166,454,757

No. Of Clients383

Clients Per Financial Advisor128

WINDWARD WEALTH STRATEGIES, INC. is a financial advisory firm situated in Oshkosh, Wisconsin. With a nearly $166M assets under management, the firm specializes in crafting personalized retirement planning solutions for 383 clients. The team consists of 3 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
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

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