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Find Retirement Advisors for Retirement Planning in Pewaukee, 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 Pewaukee, Wisconsin
Last Updated - April 18, 2024Pewaukee 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 Pewaukee, Wisconsin have an average of 18 years of experience.
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List of Qualified Retirement Planning Advisors in Pewaukee, Wisconsin
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
VERIFIEDJacobson & Schmitt Advisors, LLC
CFP®, CPWA®, EA, CFA®
Qualifications
Firm CRD# 140431
Series 65
Minimum Assets Required
$0
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, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
VERIFIEDAllworth Financial
AIF®, BFA", CDFA", RFC®
Qualifications
Firm CRD# 111167
Minimum Assets Required
Not Specified
Advisory Services:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 2 Retirement Planning firms in Pewaukee, Wisconsin (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | SHAKESPEARE WEALTH MANAGEMENT, LLC N22 W27847 Edgewater Drive, Suite 101 Pewaukee, WI, 53072 | $365,444,265 | 1233 | 7 | A Percentage of AUM, Fixed Fees |
| 2 | FORTRESS PLANNING GROUP N27w23953 Paul Rd, Suite 103 Pewaukee, WI, 53072 | $184,097,951 | 704 | 4 | A Percentage of AUM |
Information on Top Retirement Planning firms in Pewaukee, Wisconsin
QualificationsFirm CRD# 111950
Assets Under Management $365,444,265
No. Of Clients1233
Clients Per Financial Advisor176
SHAKESPEARE WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Pewaukee, Wisconsin. With a nearly $365M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1233 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
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 157900
Assets Under Management $184,097,951
No. Of Clients704
Clients Per Financial Advisor176
FORTRESS PLANNING GROUP is a financial advisory firm situated in Pewaukee, Wisconsin. With a nearly $184M assets under management, the firm specializes in crafting personalized retirement planning solutions for 704 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
Retirement Planners Near You
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Looking for more choices? Use our free match service to compare retirement planners serving your area.