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Find Retirement Advisors for Retirement Planning in Waukesha, 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 Waukesha, Wisconsin
Last Updated - September 5, 2024Waukesha has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 9 non-vetted advisors in your local area. These retirement advisors in Waukesha, Wisconsin have an average of 23 years of experience.
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List of Qualified Retirement Planning Advisors in Waukesha, 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
VERIFIEDDean Hessler
CFP®
Edelman Financial Engines, LLC
Qualifications
CRD# 2652956
Firm CRD# 104510
Series 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
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
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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 9 Retirement Planning firms in Waukesha, Wisconsin (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | PROVIDENT TRUST COMPANY N16 W23217 Stone Ridge Drive, Suite 310 Waukesha, WI, 53188-1199 | $4,839,167,748 | 1206 | 13 | A Percentage of AUM |
| 2 | DANA INVESTMENT ADVISORS INC 20700 Swenson Drive, Suite 400, Waukesha, WI, 53186-0904 | $4,427,776,044 | 3269 | 53 | A Percentage of AUM, Fixed Fees, Performance Based |
| 3 | ELLENBECKER INVESTMENT GROUP N21 W23350 Ridgeview Parkway, Waukesha, WI, 53188 | $1,250,836,104 | 1959 | 34 | A Percentage of AUM, Fixed Fees, Other (CORPORATE EDUCATION AND SPEAKING ENGAGEMENTS) |
| 4 | IAG WEALTH PARTNERS, LLC N19 W24200 Riverwood Drive, Suite 150 Waukesha, WI, 53188 | $1,101,831,560 | 4953 | 14 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 5 | KOWAL INVESTMENT GROUP, LLC W238 N1660 Busse Rd., Suite 100 Waukesha, WI, 53188 | $934,770,570 | 3723 | 26 | A Percentage of AUM, Fixed Fees |
| 6 | FINANCIAL SOLUTIONS, LLC 1900 Airport Road, Suite A Waukesha, WI, 53188 | $852,405,928 | 2166 | 12 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based |
| 7 | GLOBAL VIEW CAPITAL MANAGEMENT LLC N14 W23833 Stone Ridge Dr - Suite 350, Waukesha, WI, 53188 | $591,171,599 | 6335 | 105 | A Percentage of AUM, Fixed Fees, Other (FINANCIAL PLANNING) |
| 8 | DRAKE & ASSOCIATES, LLC 2212 E. Moreland Blvd Suite 200, Waukesha, WI, 53186 | $227,171,996 | 2041 | 9 | A Percentage of AUM, Hourly charges |
| 9 | CAPITAL INNOVATIONS, LLC N19w24400 Riverwood Dr, Suite 350 Waukesha, WI, 53188 | $207,603,754 | 49 | 7 | A Percentage of AUM, Fixed Fees |
Information on Top Retirement Planning firms in Waukesha, Wisconsin
QualificationsFirm CRD# 110118
Assets Under Management $4,839,167,748
No. Of Clients1206
Clients Per Financial Advisor93
PROVIDENT TRUST COMPANY 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 1206 clients. The team consists of 13 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 Individuals
- Portfolio Management for Investment
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 105879
Assets Under Management $4,427,776,044
No. Of Clients3269
Clients Per Financial Advisor62
DANA INVESTMENT ADVISORS INC is a financial advisory firm situated in Waukesha, Wisconsin. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3269 clients. The team consists of 53 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Performance Based
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for Business
QualificationsFirm CRD# 173851
Assets Under Management $1,250,836,104
No. Of Clients1959
Clients Per Financial Advisor58
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 1959 clients. The team consists of 34 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Other (CORPORATE EDUCATION AND SPEAKING ENGAGEMENTS)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 109721
Assets Under Management $1,101,831,560
No. Of Clients4953
Clients Per Financial Advisor354
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 4953 clients. The team consists of 14 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
- Portfolio Management for Individuals
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 113169
Assets Under Management $934,770,570
No. Of Clients3723
Clients Per Financial Advisor143
KOWAL INVESTMENT GROUP, LLC is a financial advisory firm situated in Waukesha, Wisconsin. With a nearly $935M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3723 clients. The team consists of 26 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
- Pension Consulting Services
QualificationsFirm CRD# 110149
Assets Under Management $852,405,928
No. Of Clients2166
Clients Per Financial Advisor181
FINANCIAL SOLUTIONS, LLC is a financial advisory firm situated in Waukesha, Wisconsin. With a nearly $852M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2166 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Commission Based
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 158292
Assets Under Management $591,171,599
No. Of Clients6335
Clients Per Financial Advisor60
GLOBAL VIEW CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Waukesha, Wisconsin. With a nearly $591M assets under management, the firm specializes in crafting personalized retirement planning solutions for 6335 clients. The team consists of 105 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Other (FINANCIAL PLANNING)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
QualificationsFirm CRD# 154854
Assets Under Management $227,171,996
No. Of Clients2041
Clients Per Financial Advisor227
DRAKE & ASSOCIATES, LLC is a financial advisory firm situated in Waukesha, Wisconsin. With a nearly $227M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2041 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 145329
Assets Under Management $207,603,754
No. Of Clients49
Clients Per Financial Advisor7
CAPITAL INNOVATIONS, LLC is a financial advisory firm situated in Waukesha, Wisconsin. With a nearly $208M assets under management, the firm specializes in crafting personalized retirement planning solutions for 49 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
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Selection of Other Advisors
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Appleton, Wisconsin
- Retirement Planners in Brookfield, Wisconsin
- Retirement Planners in Chippewa Falls, Wisconsin
- Retirement Planners in Madison, Wisconsin
- Retirement Planners in Middleton, Wisconsin
- Retirement Planners in Milwaukee, Wisconsin
- Retirement Planners in Waukesha, Wisconsin
Looking for more choices? Use our free match service to compare retirement planners serving your area.