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.
Thiensville has 4 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 Thiensville, Wisconsin have an average of 0 years of experience.
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
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 | 414 N. Main Street, Thiensville, WI, 53092 | $1,135,716,819 | 318 | 7 | A percentage of AUM |
2 | 167 S. Main Street, Thiensville, WI, 53092 | $336,418,039 | 295 | 8 | A percentage of AUM, Hourly charges, Fixed fees, Commission Based, Other (TECHNOLOGY PLATFORM FEE $12.50 PER QUARTER) |
QualificationsFirm CRD# 123452
Assets Under Management $1,135,716,819
No. Of Clients318
Clients Per Financial Advisor45
THE MILWAUKEE COMPANY is a financial advisory firm situated in Thiensville, Wisconsin. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 318 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 158020
Assets Under Management $336,418,039
No. Of Clients295
Clients Per Financial Advisor37
BLACKHAWK CAPITAL PARTNERS, LLC is a financial advisory firm situated in Thiensville, Wisconsin. With a nearly $336M assets under management, the firm specializes in crafting personalized retirement planning solutions for 295 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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