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.
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.
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 | 1800 North Point Drive, Stevens Point, WI, 54481 | $1,434,958,578 | 2 | 11 | A percentage of AUM |
2 | 1265 Main Street, Suite 105 Stevens Point, WI, 54481 | $329,350,000 | 1379 | 18 | A percentage of AUM, Hourly charges, Fixed fees |
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.
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.
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