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.
Waukesha has 6 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 7 non-vetted advisors in your local area. These retirement advisors in Waukesha, Wisconsin have an average of 18 years of experience.
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
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 | N16 W23217 Stone Ridge Drive, Suite 310 Waukesha, WI, 53188-1199 | $5,743,082,043 | 1119 | 12 | A percentage of AUM |
2 | 20700 Swenson Drive, Suite 400, Waukesha, WI, 53186-0904 | $4,505,412,092 | 3327 | 61 | A percentage of AUM, Fixed fees, Performance Based |
3 | N21 W23350 Ridgeview Parkway, Waukesha, WI, 53188 | $1,491,336,546 | 2060 | 39 | A percentage of AUM, Fixed fees, Other (CORPORATE EDUCATION AND SPEAKING ENGAGEMENTS) |
4 | N19 W24200 Riverwood Drive, Suite 150 Waukesha, WI, 53188 | $1,333,579,724 | 5365 | 13 | A percentage of AUM, Hourly charges, Fixed fees |
5 | N14 W23833 Stone Ridge Dr - Suite 350, Waukesha, WI, 53188 | $593,801,273 | 6508 | 105 | A percentage of AUM, Fixed fees, Other (FINANCIAL PLANNING) |
6 | 20965 Crossroads Circle, Waukesha, WI, 53186 | $313,071,682 | 2332 | 25 | A percentage of AUM, Hourly charges |
7 | N19w24400 Riverwood Dr, Suite 350 Waukesha, WI, 53188 | $204,289,880 | 9 | 4 | A percentage of AUM, Fixed fees |
QualificationsFirm CRD# 110118
Assets Under Management $5,743,082,043
No. Of Clients1119
Clients Per Financial Advisor93
PROVIDENT TRUST COMPANY is a financial advisory firm situated in Waukesha, Wisconsin. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1119 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 105879
Assets Under Management $4,505,412,092
No. Of Clients3327
Clients Per Financial Advisor55
DANA INVESTMENT ADVISORS INC is a financial advisory firm situated in Waukesha, Wisconsin. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3327 clients. The team consists of 61 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 173851
Assets Under Management $1,491,336,546
No. Of Clients2060
Clients Per Financial Advisor53
ELLENBECKER INVESTMENT GROUP is a financial advisory firm situated in Waukesha, Wisconsin. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2060 clients. The team consists of 39 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 109721
Assets Under Management $1,333,579,724
No. Of Clients5365
Clients Per Financial Advisor413
IAG WEALTH PARTNERS, LLC is a financial advisory firm situated in Waukesha, Wisconsin. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5365 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 158292
Assets Under Management $593,801,273
No. Of Clients6508
Clients Per Financial Advisor62
GLOBAL VIEW CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Waukesha, Wisconsin. With a nearly $594M assets under management, the firm specializes in crafting personalized retirement planning solutions for 6508 clients. The team consists of 105 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 154854
Assets Under Management $313,071,682
No. Of Clients2332
Clients Per Financial Advisor93
DRAKE & ASSOCIATES, LLC is a financial advisory firm situated in Waukesha, Wisconsin. With a nearly $313M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2332 clients. The team consists of 25 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 145329
Assets Under Management $204,289,880
No. Of Clients9
Clients Per Financial Advisor2
CAPITAL INNOVATIONS, LLC is a financial advisory firm situated in Waukesha, Wisconsin. With a nearly $204M assets under management, the firm specializes in crafting personalized retirement planning solutions for 9 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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