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Find Retirement Advisors for Retirement Planning in Wausau, 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.

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
MIDWEST PROFESSIONAL PLANNERS, LTD.
2610 Stewart Avenue, Suite 100,
Wausau, WI, 54401
$382,595,317248230
A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based
2
BUSKA WEALTH MANAGEMENT, LLC
1818 Grand Avenue,
Wausau, WI, 54403
$194,632,54418266
A Percentage of AUM, Fixed Fees

Information on Top Retirement Planning firms in Wausau, Wisconsin

QualificationsFirm CRD# 112995

Assets Under Management $382,595,317

No. Of Clients2482

Clients Per Financial Advisor83

MIDWEST PROFESSIONAL PLANNERS, LTD. is a financial advisory firm situated in Wausau, Wisconsin. With a nearly $383M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2482 clients. The team consists of 30 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
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 170627

Assets Under Management $194,632,544

No. Of Clients1826

Clients Per Financial Advisor304

BUSKA WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Wausau, Wisconsin. With a nearly $195M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1826 clients. The team consists of 6 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
  • Selection of Other Advisors
View Full Profile

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