Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
Oshkosh has 6 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 21 years of experience.
Todd J. Glime Wealth Management, LLC
LUTCF®, Life Underwriter Training Council Fellow (LUTCF)
Futurity First Wealth Management
Qualifications
CRD# 4697151
Firm CRD# 323065
Series 65
Minimum Assets Required
$5,000
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
Fee-Based, Commissions, Flat Fee, Based on Assets
Endowment Wealth Management
AWMA®, CAIA®, CPA, CFP®, CFA®
Qualifications
Firm CRD# 108652
Series 65, 66
Minimum Assets Required
$0
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
Fee-Only, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
BKM Wealth Management
CPA, CFP®, CIMA®, CDFA®
Qualifications
CRD# 4725677
Firm CRD# 323928
Series 7, 31, 66
Minimum Assets Required
$250,000
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
Fee-Based, Based on Assets
Evexia Wealth, LLC
CAIA®, FIC, CFP®, RICP®, CFA®
Qualifications
Firm CRD# 323788
Series 65
Minimum Assets Required
$0
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
Flat Fee, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 530 N Koeller St, Oshkosh, WI, 54902 | $418,956,017 | 1781 | 15 | A percentage of AUM, Hourly charges, Fixed fees |
2 | 2370 State Road 44, Suite A Oshkosh, WI, 54904 | $184,257,946 | 386 | 3 | A percentage of AUM, Hourly charges, Fixed fees |
QualificationsFirm CRD# 305030
Assets Under Management $418,956,017
No. Of Clients1781
Clients Per Financial Advisor119
AEGIS FINANCIAL is a financial advisory firm situated in Oshkosh, Wisconsin. With a nearly $419M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1781 clients. The team consists of 15 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 175126
Assets Under Management $184,257,946
No. Of Clients386
Clients Per Financial Advisor129
WINDWARD WEALTH STRATEGIES, INC. is a financial advisory firm situated in Oshkosh, Wisconsin. With a nearly $184M assets under management, the firm specializes in crafting personalized retirement planning solutions for 386 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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