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Find Retirement Advisors for Retirement Planning in Stevens Point, Wisconsin

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Finding the Best Retirement Planners in Stevens Point, Wisconsin

Last Updated - April 25, 2025

Stevens Point has 1 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 Stevens Point, Wisconsin have an average of 0 years of experience.

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List of Qualified Retirement Planning Advisors in Stevens Point, Wisconsin

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Evexia Wealth, LLC
CAIA®, FIC, CFP®, RICP®, CFA®

Qualifications
Firm CRD# 323788
Series 65

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, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Flat Fee, Based on Assets

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

1800 North Point Drive,
Stevens Point, WI, 54481
$1,434,958,578211
A percentage of AUM
2

1265 Main Street, Suite 105
Stevens Point, WI, 54481
$329,350,000137918
A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Stevens Point, Wisconsin

QualificationsFirm CRD# 105176

Assets Under Management $1,434,958,578

No. Of Clients2

Clients Per Financial Advisor0

SENTRY INVESTMENT MANAGEMENT, L.L.C. is a financial advisory firm situated in Stevens Point, Wisconsin. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 11 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 pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 323788

Assets Under Management $329,350,000

No. Of Clients1379

Clients Per Financial Advisor77

EVEXIA WEALTH, LLC is a financial advisory firm situated in Stevens Point, Wisconsin. With a nearly $329M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1379 clients. The team consists of 18 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
View Full Profile

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