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.
Pewaukee 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 Pewaukee, Wisconsin have an average of 18 years of experience.
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
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
Fee-Based, Flat Fee, 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
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | N22 W27847 Edgewater Drive, Suite 101 Pewaukee, WI, 53072 | $440,165,589 | 1210 | 8 | A percentage of AUM, Fixed fees |
2 | N17w24222 Riverwood Dr., Suite 145 Pewaukee, WI, 53188 | $279,072,572 | 792 | 4 | A percentage of AUM |
QualificationsFirm CRD# 111950
Assets Under Management $440,165,589
No. Of Clients1210
Clients Per Financial Advisor151
SHAKESPEARE WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Pewaukee, Wisconsin. With a nearly $440M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1210 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 157900
Assets Under Management $279,072,572
No. Of Clients792
Clients Per Financial Advisor198
FORTRESS PLANNING GROUP is a financial advisory firm situated in Pewaukee, Wisconsin. With a nearly $279M assets under management, the firm specializes in crafting personalized retirement planning solutions for 792 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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